I handled the inflation issue in my comment. In scenario #1 there is no theft from anyone even in your sense.

And frankly, when you open a store in a mall, it's not theft for the mall to use your rent money as it sees fit. It might build a toy train ride for kids that you disagree with, or spend on a promotion of itself. Same with a state you register your business in. We are talking about abstract entities here, but you are applying a word to equivocate with the visceral feeling one gets in a personal setting.