My guess would be, nothing amazing. It appears that they are trying to stop the monopoly people/Legions/RMT have on the NMs. They're introducing more instances with greater drops and drop rates, and more coin reward quests, so it looks like they are attempting to make better gear more accessible to all.
I don't know much about the aforementioned NMs, but I've seen a lot of complaints surrounding Zapiel, so that would be my guess. Welcomed change from my point of view. Had enough of that sort of thing in XI.
I agree with the untradeable item bit being an 'Oh shit' fix as well.
XI Wiki


