3) Someone bid a good amount of money to get chips fast because he didnt want to wait. Yifu gave him our chips and now waits for more chips to be created to ship them to us.
I have my suspicions that this is the case as well. The article in TheGenesisBlock about the reseller in HK receiving many, many boxes of chips on June 25 seems to fit time-wise, though it's all speculation at this point.