I agree. In trying to cut to 154, Golovkin would probably take too much out of himself to be competitive with a truly elite, ATG Light Middlewight. For this reason, I could envisage GGG tiring from the 8th round onwards, and Oscar doing enough to take a UD.
How is Golovkin supposed to make 154 at his age right now? He's 34 years old. He comes into the ring around 170-173. That's too much weight to cut.
Oscar to me is the most popular fighter since Ali. He actually made women care about boxing. And the guys respected him as one of the all time bravest warriors.