I think you're missing where the difficulty is. I'd argue the technical knowledge here isn't the hard part here. You can find more than enough folks who would know how to do everything you listed outside of any state-sponsored context. The hard part is the methodical execution, including the opsec, backup plans, plausible deniability, false identities, knowing how to play the long game, being able to precisely target what you want, understanding human psychological tendencies, identifying unforeseen security vulnerabilities, etc... these are the things that I imagine are likely to distinguish talented individuals from state-sponsored actors, not something like "knows tries and x86 assembly".
And taking all those into account, this absolutely smells state-sponsored. I just see no way that a private entity had enough of an incentive, foresight, experience, and patience to play such a long game with such careful maneuvers.
The assault was comprehensive, holistic and systematic in its approach – this article does not mention it, but other reports have indicated that the person behind it also managed to compromise the PKI layer at the edge between OpenSSL and sshd which brings an extra level of complexity to the backdoor.
Doesn't this apply to many OSS contributors? people with skills and free time?
https://rheaeve.substack.com/p/xz-backdoor-times-damned-time...
There are other countries on the same time zone, but only Israel has history of using and selling hacks of this level.
Or someone further east with a classical hacker "let's get up late in the afternoon, and start the serious hacking late at night."
Criminals with the resources to maintain such a complex operation for two years?