Well either they sincerely think they'll make their money back or somebody got a BJ, I'unno what to tell you.
Things like this don't happen if they think they're gonna LOSE money, that's all I know. It wasn't a knee-jerk decision after all. People don't just do the exact opposite of what they spend years saying they're gonna do (or not do). Not unless someone expects big returns.
The fact that the entire narrative for the last few years was "No... no... no... no... NO.... oh, wait... Yes." kinda makes me think someone must've looked at the math before committing to the idea. There was no "creative" reason to push forward since they did all they could to bury it. To do a complete flip, someone sees bank. Nothing else makes sense.
Unless, of course, someone got a BJ.
That too can change a lot of things. But I don't count on that being the answer.