Raising DAI reserve factor seems like a win-win: reduces incentives to borrow and resupply DAI for COMP farming, while building up reserves to use in future drawdowns.
Disabling COMP rewards for DAI is a pretty drastic step, it will likely result in leveraged farming moving to other assets. Would Compound be better off with a massive amount of recursive USDC or ETH leverage for farming? These assets arguably have much worse supply elasticity (at least in the short term - minutes or hours), and could be more vulnerable to liquidity crises.
It would be slightly problematic if an issue that was (apparently?) caused by Coinbase deposit/withdrawal problems resulted in Compound increasing reliance on Coinbase’s USDC mint.