NSA and FBI have a strong history of lying to the public. I would say that makes #2 more possible.
It's also in their interest to position the threat as a national security issue because that's where they derive their power to regularly break the law through spying and other tactics as well as their over-inflated budgets. If the threat is coming from a hostile nation it helps their narrative better than a disgruntled employee or someone doing it for lulz.
It's also in their interest to position the threat as a national security issue because that's where they derive their power to regularly break the law through spying and other tactics as well as their over-inflated budgets. If the threat is coming from a hostile nation it helps their narrative better than a disgruntled employee or someone doing it for lulz.