Even this uncertainty has made one decision for me.
I've been thinking over getting new mining equipment. This confirms to me that it's definitely, definitely too much risk. Until we have a clear way forward, I cannot commit to something that could be a dead loss in 6-12 months.
If a movement amongst miners started to use mining to ban clean addresses from the blockchain, I would step up and even swallow a loss, but only if it had a good chance to break the usability of the clean list.
Don't get depressed by events such as coin validation / redlist censorship proposals. This is all part of the Gandhi ignore/laugh/fight/you-win paradigm.
The solution is a formal community funded bounty for CoinJoin and Zerocoin enhancements to the btc protocol.
Most bitcoiners are against address censorship. Software solutions are the defense and need to be built.