I admit, the op has a "professional/polished vibe" to me as well, but we seem to know very little except for what work time/zones were preferred by the possibly collective/possibly singular human(s) behind the Jia Tan identity. Does anyone have slick linguistic tools to assess if the writer is a single author? Maybe an opportunity to show off.. It's sort of how they caught Ted Kaczynski.
It also absolutely makes sense to think of all the state actors (I agree including as you say the US/UK) as part of the ongoing threat model. If the KGB/Ministry of State Security/NSA/MI6 were not doing this before then they surely might in the future. Maybe with more gusto/funding now! They all seem to have an "information dominance at all costs" mentality, at least as agency collectives, whatever individuals inside think.
Anyway, I've yet to hear of anything in the xz work beyond the ability of 1-3 skilled black hats with a lot of post-COVID time on their hands. The NSA ensuring the Intel ME/AMT could be turned off seems another level of sophistication entirely, for example { a "higher pinnacle" in your nice phrasing :-) }.
In terms of sheer numbers, my impression is that the vast majority of attacks blocked at almost every sophistication level are more "criminals" than "states". Admittedly, that may partly be states just acquiring ability to act surgically rather than launching big compromise initiatives like botnets (or otherwise states going undetected). I'm sure it's hard to know.
Maybe we're just in a sad era of increasing attack sophistication measured in "Kilo-Sophistic-meters"? The AntiVirus industry has been having a boom lately.
It's probably already been mentioned many times, but besides economic & geopolitical incentives, maybe the attacker(s) was a hard core `systemd` or IBM/RedHat hater or one of the people who supposedly issued death threats to Lennart Poettering now at Microsoft or even an open source hater burnt out or wanting to burn the world down like The Joker in Batman. In light of that, Russ' Setting The Stage Prelude could perhaps profitably add the introduction of that lib dependency into `systemd` and also various distros defaulting to `systemd`.
Anyway, premature conclusions are to be cautioned against over & over. That's all I was trying to do. { And I'm not claiming you were concluding anything - you seem pretty open-minded about it all. I was always just amplifying parent comments. I absolutely agree long games "feel" more State Actor - part of what I meant by "vibe", but to quote the detective in V For Vendetta - "it's just a feeling". To Old People, 2 years famously doesn't seem as long as to a 25- or 15-year old. ;-) It's actually short on the 5+ year Linux distro maintenance time scales. }