Option 1 is based on the fact that it's constantly evaporating and needs to vent. This seems really unlikely given that it passed all test on the pad 2 minutes before. It also sounds like this was likely ruled out based on Elon's tweet about a "counter intuitive cause".
Option 2 sounds like fire or flames due to fuel leakage or something, but then realize that this is the second stage and all the action is going on 100 or more feet down in the first stage. They also have a camera on the 2nd stage engine which was shown shortly before the incident and nothing was going on in there. I wonder what the in-tank camera showed.
It seem that to get the extra energy into the tank, something must have fired up early. But if there's one thing Spacex seems to have a lot of it's data. Aside from a breech letting external air in (like the last shuttle accident), how do you get enough added energy into a tank to build pressure to the breaking point? In 2 minutes.