Almost positive the orange thing was solely to reference the Iwata video.
We started the Wii U's journey this year with Iwata holding bananas and we are closing the wait with Bill holding an orange (or another small orange citrus). So it may just be a throwback to where it all began this year.@ddddd
This. All it means is that it is tied to the account... on the system. As far as we know, still.
Club Nintendo is tied to our systems, but that doesn't mean you can download your games on another Wii, DSi or 3DS if you get a new one. They are treated as separate accounts despite the fact they are all connected to the same Club Nintendo account. So it really doesn't prove anything yet.