How is it a conspiracy theory?
Its like pointing out a CEO having full control of their company, including having control over supply and product distribution, while you're arguing that they have zero control because on an instance where product supply slipped in 2016. Those aren,'t mutually exclusive things here, and the supply slipping doesn't negate the argument that CEOs have control over company operations overall. Having control of the supply is not the same as assuming they are micromanaging it. The exceptions don't define the CEO's control and influence over the marketting of their product.
The flaw is in your assumption that supply of tokens should always be maintained. How is it a conspiracy theory to point out the company doesn't need to abide by that assumption? It's common sense, really.
Kinda like the 3rd party Goldseller situation. They have full control of the situation and can ban every goldseller account they come across. They have the power to do so. So why don't they do it? Because theres bigger reasons than just protecting the gold inflation market. That someone may believe there is no logical reason to keep goldsellers in the game and not employ a zero tolerance policy does not make every other explanation a conspiracy theory.