They had to take it down because they're a custodian, being a registered company has nothing to do with it

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Fair, true, but the thing I had in mind, and maybe the next thing to be an issue, is a ban on serving US customers even if the money is in their hands.

I.e. the services you provide to connect to lightning, get block info and overall just serve a webpage or app that facilitates payments on behalf of a US customer.

Any company will be affected by this. Do you think this is unlikely or impossible to happen?