I think this is just writing on the wall for at least as long as I have been a member (2019 Riviera Owner). When I initially bought my guide sold an exclusive club that was fundamentally different than resale. I didn’t fully buy it because I did a lot of research but it scared me enough to buy my 100 points and lock in my blue card. I think this is just the next step in the master plan to keep hurting resale. Here me out.
The big assumption is that they know they have enough demand to raise these prices. Also, to Paul’s point, they probably have another type of incentive for blue card people. Then this will justify them buying back ROFR since the delta between resale and direct is now larger for a while. Also, in short term while they still have lots of resorts closed, I think they are probably having a lot easier time selling the rooms they own in the 30-60 day window and make money. They may actually be making more money by owning their own points right now. I think this is part of the long game to eventually turn DVC into a Country Club.