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My S.W.A.G. is that the circle theme crushedHeart points out (and the whole peyote sequence) is just a series of hallucinations that Tony has experienced while gazing at that light on the ceiling. I don't think he actually drove out to the desert to watch the sun rise. He's still on the bathroom floor.
(I don't really want this to be true; the show has way too many dream sequences for my druthers. But it's my theory and I'm sticking to it. Until Sunday.)
