I only mean to add credibility to your theory when I say that it has been plausible for seventeen months: scroll down to 10/8/10

The author said in an early Author's Note (I think) that someone he knew guessed the main plot from only the mysterious prelude. I'm guessing that person has some special insight that allowed them to just to the right conclusion, probably insight into the kind of story the author would right, possibly based on things that person had recently talked about with the author.