CCP are "clean housing" and the changes are enough to affect a large slice of the EVE Online population. Characters, Corporations and Alliances who rely on capital ships more than others will have no choice but to adapt or, CCP are hoping, leave the game removing their influence.
So what would happen if this were true, we could see the fracturing or breakup of the larger alliances. This would allow smaller and more nimble or flexible groups to step up and take their place and instead of the large expanses of space controlled by a single entity, with hundreds in fleet on operations, we would see fiefdoms of two or three systems controlled by smaller groups.
I can't take credit for this but I did find it amusing and, if it was true, would certainly make every prior meta-gaming event in EVE Online pale in comparison.
In all seriousness I can't see this being a "thing" that CCP would do. They've cancelled World of Darkness, DUST514 isn't doing very well and EVE Legion is not yet ready for release and all that is is DUST514 for the PC with some new bells and whistles and they risk their cash cow, the one product of theirs that actually is generating income?
I don't think they are that careless or misguided. Do you?