I agreed earlier this morning when I saw Marc's comment, but now I'm suspicious again

an employee of kraken said yesterday it was for compliance reasons and today a different employee says it wasn't for compliance reasons but "a technical blocker" -- which is a very confusing excuse, what technical blocker would apply to Germans only? Country-specific blocks like this are obviously more likely to be regulatory rather than technical, because the tech is the same everywhere, except where regulations require you to use different tech

Pierre Rochard, who used to work at Kraken, had an interesting suggestion yesterday: Kraken might have switched to using an "approved" custodian in Germany due to regulatory requirements and that custodian just happens to not support LN withdrawals yet. If so, lightning is "technically" blocked to to regulatory reasons but not necessarily because of its privacy properties -- it could instead be simply due to the "approved" custodian prioritizing other cryptocurrencies.