All this I agree with. Frankly I think #2 is resting on a type of mass hysteria, but I don't dispute that it's the commercial reality.Yes, but sadly we need to distinguish between
1. Legal reality, that WoTC almost certainly cannot legally revoke OGL 1.0 licencing of their SRDs even for future products, with
2. Commercial reality, that any future Kickstarter still including OGL 1.0 is likely to be seen as tainted by potential backers.
We can both advise #1, but the people like my friend, with money in the game, have to think about #2.
I just find it odd that the hysteria seems to be playing into WotC's hands. You posted the gossip that Hasbro has a litigation war-chest and is not afraid to spend it. Now all these publishers are going to move from relying on a relatively clear contractual permission, to a far more uncertain foundation of general copyright law (at least, it seems far more uncertain to me). Creating just the opportunity for Hasbro to litigate, and with the defence being (it seems to me) far more complicated, and hence more expensive, to run.
The efforts to avoid copyright infringement also seem likely to lead these new games further away from D&D in their core presentation, which also implicates their commercial prospects.
Personally I think those who are sick of D&D for whatever reason should just pick up Torchbearer, which already exists, is pretty cheap, and sits well outside this whole OGL ecosystem. But I don't really expect Luke and Thor to profit much out of this fiasco.