All of the above, and also, he could be being lied to.
I also found it telling that he didn't link that tweet to one of his posts at his blog. He just fired off a tweet with that tidbit, and that tidbit alone.
Now, if he has a mole at the ACC or a tight connection with an AD at a school, that information may be all he was told, so why bother with a full blog post? But, it seems like all of his tweets include some link to his blog (maybe for hits/revenue generation, who knows?) and I thought that was a bit out of the ordinary.
Either way, conference realignment now has me speculating as to both the computer literacy and the ulterior motives of a sixty-something man who is now semi-retired and freelancing under the lamest, most mundane penname ever, and with a blog featuring 1990s-era HTML 2.0 graphics. Please kill me now.