Yeah this basically matches with my impression. You can watch maybe 3/4 of the netflix doc and believe it's plausible they didn't intend to defraud anyone, and then you witness the behavior in the last 1/4 and it's clear there was intentional, serious criminal fraud.
That is the one I saw. I kinda think that he knew he was screwed and leaned in to the persona he thought he now had curated. Its one of those things where he knew he was going to jail(or really was that oblivious) and just decided to burn it down and try the persona...
