I think you are assuming too much to be that excited.
We still don´t know what he wants, and in case it is not the best, he would not tell us. To believe that he would tell people his plans and stir up some selling, is naive. The AMA looked just like calming down the initial concerns without telling real facts. So might not have "walked back" on the token swap, but just pretended to do so.
"...the most valuable thing that could be done for Steem is to accelerate, support,..."
Yes, this is logic for us, but again we can´t be sure it is what Sun wants. So pure speculation so far.
However, fully agree on your 3 sentences!