I think the paper is maybe slightly dismissive, closer to neutral: "it is conceivable the NSA has found ...".
The post seems more enthusiastic:
"the most intriguing hypotheses in the paper"
"Beginning with the smallest of the standard curves, P-256, which would now provide less than the required 128-bit security.
Did I mention that as part of the recent announcement, NSA also deprecated P-256?"
He backtracks a little in the following paragraph ("Of course, there’s no reason to believe ..."), but I think the conspiratorial tone is pretty well established by then.
It's also just the fact that he spends about a third of the post talking about this explanation without really covering any of the others. If I hadn't read the paper, I'd come away with the impression that this is the main theory they put forth.