Your guesses are damn good, Joe.
There's also a heat transfer issue... the dry cap is less efficient in transferring heat, and so you can get localized hot spots where the temps really climb (in excess of 40 deg-C). These extremely high temps stress the microbial population (even yeasts don't like gettin up that high), and VA can result.
Bathing the cap in liquid helps disseminate the heat over the whole of the tank, avoiding such hot spots.
Mike and Anne D are long-time proponents of the process, by the way, and could fill you in on all the details.
There's also a heat transfer issue... the dry cap is less efficient in transferring heat, and so you can get localized hot spots where the temps really climb (in excess of 40 deg-C). These extremely high temps stress the microbial population (even yeasts don't like gettin up that high), and VA can result.
Bathing the cap in liquid helps disseminate the heat over the whole of the tank, avoiding such hot spots.
Mike and Anne D are long-time proponents of the process, by the way, and could fill you in on all the details.