I totally agree with you on this one. They see the potential and they bought themselves a pretty comfortable "surf" to ride the tide. Also for 400M their interest is quite significant. They would never have backed this deal, if they didn't saw the ponetial for huge returns !
P.S. Did you see WeissRatings comment for BitShares ? I know you are a BTS holder and believer. What do you think for their comment that once EOS is launhed, it wouldn't make any sense to own BTS. I don't agree but, I am not that informed about BTS. Would be interesting to hear your view :)