I feel so much the point number 3. I had a friend suddenly realizing she is a "demigirl" but that's it to it. Just some laughable addition of "they" to pronouns list. I hope she will snap out of it. But besides for that she doesn't make a big deal out of it. She's rather very socially awkward and I'd say what she interprets as "not wanting to be seen as a woman by strangers" is the social awkwardness, boyish interests and shy personality she has. Basically being a "they" is her protective shield. It still fucking hurts to see even if technically nothing really changed.