And now perhaps we have the explanation: https://primal.net/e/note1733ehdd9ks84v35952wrcn0sgmxklwg4t26yj8quhs6kfu8gpzcq3xsujf
And for anyone else that, like me, has to pull the thread until things are completely unraveled, Knut says it clearly at the 1:10 time mark in this podcast: https://fountain.fm/episode/w5d9svwpCh4oYdPuTDAT