Looks like we have theory war on our hands
frankly i like both theories due to various perks of both story wise.
everyone putting different reasons for the same material is great
but just remember , While it may look 101 percent crystal clear and obvious to whoever is arguing what the only person who can say what it is and it then be the truth is Kami Imai, and somehow i dont think hes going to put his two cents on this forum.