A Hacker News commenter replied that the actors behind that supply chain attack did not seem to have the skills to reach a full Binance compromise within hours.

This line is our short summary of the quote below. The quote is the evidence.

Theoryroot causeStatement 426

I don't think those people have the skills needed to elevate their initial access to a full binance compromise within a few hours.

Cited in theories

A compromised vendor or software supply chain was involved: Evidence against. Replies that the other attack's actors lacked the skills to reach Binance in hours.
The timing of the theft was linked to other events: Evidence against. Commenter doubts that actor could reach Binance in hours.