All of this is a correct interpretation of the event. Its high strangeness was noticed by him and that is why he was sharing it with you. He, indeed, is being very open-minded and at the same time cautious, which is a characteristic of open-mindedness, that one does not simply make a snap judgment because of personal preference and then adopt a belief about something without reservation or any second thoughts. The hallmark of open-mindedness is to have a kind of fluid entertainment of possibilities, without them being carved in stone or leading to one strict interpretation without looking back, but rather to adopt something on a provisional basis in actively considering it to be most likely to have a particular interpretation, but with caveats attached that one might be mistaken, and so will continue to be alert for any conflicting new data that come along.
In this case, he was watching something quite extraordinary and it was, as you saw intuitively, a vessel belonging to the Secret Space Program monitoring their recruits on the ground taking part in the demonstration as a training exercise. This was not to support the cause of Black Lives Matter, but to put the recruits within this Mercenary Army Program, as we call it, through their paces and monitor their behavior and conduct. There, indeed, was a debriefing as you envisioned, to provide a critique and, in a few cases, disciplinary measures and more intensive manipulation so they would retain no memory afterwards of their involvement, even though they had done things dramatically wrong and even illegal that were going against their own personal ethics when in their normal mode of perception and awareness. That is the hallmark of being a Mercenary Army Program recruit, that during your service you will be amoral as a mind controlled and, for all practical purposes, a robotic being simply following orders without question regardless of the consequence to oneself or others.
The unusual cloud display was an attempt at cloaking while remaining partly visible. This serves them because it does provide some screening and makes their presence a bit less obvious. This was not fully implemented to be as effective as it might, and that was because recruits, themselves, were in charge of the exercise in the functional implementation of the technologies in play. They wanted to remain visible so they could send psychic messages to their own recruits and have them see they were being watched from above. And so, this left them open and exposed to other incidental observers. They were not concerned about that, because any eyewitnesses to such craft hovering but causing no harm, will serve the Disclosure Movement to increasingly make people complacent and not fearing such encounters, so it works to their vantage. The attempted cloaking was more to provide a screen to others outside the city proper, not at the site of the demonstration underway. So at least it was not a blatant and obvious display of their presence, totally in the open, and observable from every compass point. It was entirely sinister after all, and they know that some observers will see it that way. In this case, their mission was to serve the Mercenary Army Program and not the Disclosure Movement as a priority.
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