They're Still Mistaking Their Delusions For Reality Then.

https://us.cnn.com/2022/01/30/politics/white-house-north-korea-missile-tests/index.html

The US has spent 2021 proving itself incapable of engagement with reality. Let alone negotiation.

So it's much more likely.

That North Korea is, sensibly, up-arming. To guard against an increasingly erratic and dangerous regime.