I completely agree with your association. In my view OpenBSD is very plainly holding itself hostage for $20,000 cash and expecting everyone to accomodate them.
All three options exist, but the maintainers pretending that option b doesn't exist at this point in time increases the probability that option c will succeed.
If the pretense doesn't work, be very much assured that they will go with option b.
the fact is right now, OpenBSD will shut down if we do not have the funding to keep the lights on.
suggests the necessary $20k (cash) has not been forthcoming.
P.S. I understand it's not a threat in the sense of ransom etc, but the most correct word is not coming to my mind.