I agree on the first point.
On the second point, no. I think we have a preponderance of evidence for Len Sassaman. He also explains why those bitcoin haven't moved, as well as many other peculiar things. This appears to be the most authoritative research that lays everything out: https://arxiv.org/pdf/2206.10257v14.pdf
If anyone actually reads that and comes to a different conclusion, I'd love to hear it and why.