I do not believe the third position is supportable, no. This incident does not supply evidence.
That said, the theory you're putting forward today seems to be a bit flimsy and convoluted for a mere $209 in tokens. Were they ever even spent? I don't think it should survive Occam's Razor.
If the meme-coin you mentioned enters the timeline before 2026-Feb-08, plausibly that resurrects the theory.
But who knows, I'm not the crypto-hunter. Maybe you've seen crazier stuff!
First timestamp: 2026-02-13 01:05:59 UTC
So that means it stays implausible for me as yet, from my personal perspective.