They will probably just reuse LN channels and just settle them regularly. With enough transactions, maybe they would be settling those channels hourly...
Settled? You mean become actualized on the Bitcoin chain?
Current LN channel capacity limit is just a temporary safety measure... It will get raised as needed.
That's what used to be said about block size.
Yes, it is not my problem as a user when (if ever) they settle my coffee payment. Or my burger. Or my (whatever pocket money purchase) I did.
Maybe they don't even settle as often because, your know, incoming/outgoing tx's sometimes are not that much unbalanced (see banks, even though they do regularly settle).
But as I said, I just deposit some pocket BTC money in one of those providers and all that I care is that they route my small instant tx's.
For all the rest, there is L1.
About your second point... well, if they were as evil as you sometimes imply that they wanted to cripple L1 and just move everyone to L2 they would need to raise that limit.
So either they aren't or the limit will be raised.
In fact I am sure it will be raised, eventually.
I do also think the blocksize will be raised (moderately) sometime soon... if they don't, I will certainly be very dissapointed... probably not so much as to leave Bitcoin for [insert here your preferred alternate shitcoin], but dissapointed indeed.
There is no need to raise the blocksize, if you do you just push away the need for change, the need for innovative ways to build on top of Bitcoin. We would never be able to scale the usage of bitcoin to replace the VISA and MasterCard of this current corrupt system.
I am going on the record here and now, I believe lowering the block size would be more of a "positive move" for the bitcoin in the long term than increasing the size of the block.