Here @freddynew’s take on it on X fwiw 
Discussion
I still don’t understand how lightning payments would be affected. I think this is just clueless garbage from EU bureaucrats that think they can stop bitcoin. But it will just have the opposite effect
They wouldn't be. But let's say you buy Bitcoin and then open a channel. You might get annoying compliance question, because they can't surveil you anymore. They might close your account. This can lead to self-censorship.
In that sense lightning has similar properties "anonimity-enhanced" coins. Which is good! (plus politically speaking, it's hard for them to argue against "I use it because it's cheaper and faster, it just happens to also be more private")
The self-censorship is already happening but thats also with my fiat bank account. I minimised the use of my bank accounts since they started asking insane KYC/AML questions. I was shocked and couldn’t believe what I read. Now my bank accounts are at ~0 and the banks are starting to beg me to make deposits with pathetic offers! The next banking crisis is near. Banks are NGMI.
It stops business adoption.
Adoption might get impacted temporarily, but I agree with nostr:npub13l3lyslfzyscrqg8saw4r09y70702s6r025hz52sajqrvdvf88zskh8xc2 ‘s take here 