Keep em' guessing !!! They might have had a deal, but they got cocky and added chain migration,cut back the wall, skipped selective locations based on people (no s-hole people), so the deal is probably off and he blames the dems.
Yes, but if it expires, that leaves some with permits for up to 2 years, others with shorter terms, and a group with none. He could extend it again, but that would be unpopular with his base. He could recind all permits, but seems reluctant to do so. I think they believe they have him cornered, which is why they bring lousy terms.
We may know more of what he's thinking in 15 days if nothing progresses by the SOTU. After that, there's 35 days until DACA ends. They may dare him to do something just to have the campaign issue. If he does, they run ads from spring to fall, playing to their base what 'a mean, heartless SOB he is.' If he does nothing, his base gets pissed. I think they're fine with either outcome.