This is a hypothesis, and a viable one.

But I caution you against drawing conclusions from your hypothesis and calling it a day, instead of taking in the available data and using it to broaden your understanding of what's actually happening.

This could be many things: a shakedown, Trump's pettiness, marketing kayfabe, an actual government reaction to a very weaponizable technology, and so on.

But if you call it "just another shakedown" and go about your day, then you're doing yourself a disservice, because the story is still unfolding and we don't have all the facts.

You don't actually have the full story, so don't delude yourself into think you do.