The two opening arguments are rather weak.
- European group could not be infiltrated by a state-actor with 100billion/y budget and a history of doing so?
- NOBUS today would not be secret in the algorithm but a quantum algorithm/device. Just a month ago HN was getting flooded with "PQC is probably required by 2030".
quantum algorithm would make pure ML-KEM bad to support for the NSA. If the NSA has a quantum computer, they would want to delay proliferation of post-quantum schemes as long as possible, so they could get as much milage out of it as possible before people switch over.
Ironically, this (delaying PQC rollout/standardization) is arguably what DJB has been doing the ~decade, and what his current post is doing.