I don't think this scenario is real.

At some point we already have that: some services block CJ coins, somebody prefers "virgin" coins. Somebody really dislikes L-BTC or LN (also sort of "frozen" liquidity onchain) and avoids using it.

Thus, if this really takes place those coins will probably circulate in their own loop and may be sold at discounts. The good thing about soft-fork is that people can opt-out form it if this property preserves I think everything will be ok.