I highly doubt that they do the online-only stuff. There are far too many people that don't have access to internet, that's a lot of potential costumers that they would be ignoring.
I really hope they don't do the no used games thing. I don't ever buy used games, but I do trade in a lot of games, and not being able to trade in games would reduce me buying new games. I think the online passes and having content for only new purchases, like Nuketown from Black Ops 2, works pretty well for recouping some money lost on used games. If not, then raise the price of the online passes making the people who buy used make a tougher choice between buying new or used.

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