I have a slightly different conspiracy theory....
The ROR drop tiers and quotas focused minds back on dropcatching:
https://3million.uk/open-letter/
Three things then happened at the same time:
1. People like Kalin, Rob and even Denys started to get more tags to compete (Kalin even applied for those Bulgarian tags just before the ROR drop). Nominet then brought in Photo ID checks because of all the Bulgarians applying to be members.
2. The secondary market brands of large registrars (SnapNames, Sedo, Godaddy) then wanted a bigger piece of the pie and got more quota during the ROR drop. The idea of drop lists was then discussed at Wotton House first at the Key Partners event and then at the Registrar Day.
3. Nominet then built the system for drop lists with the ROR drop. The drop list files even had a time stamp of 2pm on them. You can also go and download .london drop lists from Nominet with a time stamp for each domain now.
Then as that happened...
There were complaints made to the Nominet board about the DAC Flaws. Sean (Gill) has written about that on here.
So Nominet are simply now waiting to implement (3) above as soon as the consultation report is published (after the next board meeting):
https://www.nominet.uk/uk-domains/policies/2019-uk-policy-consultation/
Don’t be surprised if (2) eventually gets more EPP quota but at least the DAC will be made redundant from (1).