I see the opening price point on VGF2 as a declaration of war against resale. That combined with the special incentives they have been featuring on sold out resorts the past few months tells me that their strategy for the foreseeable future is to focus on selling what they have and taking more market share from resale. They seem to specifically be interested in taking the sale of large contracts away from the resale market, and perhaps are content to let resale keep flipping smaller point contracts. The direct incentives get particularly good as you buy more points. They've also increased the points needed for the blue card to 150 rather quickly over the past two years, again going for the bigger spenders.
They converted new rooms at VGF because they had trouble selling those rooms for cash rates. It's a win for them to make a quick buck and also shift the cost of maintaining the property to
DVC owners. I don't necessarily think it will be something they focus on long term, unless they continue to have trouble selling rooms for cash.
My speculative vote for a new DVC property is either a Poly tower (yes, please!) or a new BLT2. Yacht Club will only be on the table in conventions die off over the next decade as a result of all the changes we have gone through with Covid. Time will tell on that one.