I see. So if they can disconnect you from everybody else (for example, if they control the internet connection you're connected to), you have no way of telling whether they're replaying IPNS records to you.

The traditional internet solves the problem of not being able to trust your internet connection (say, in a coffee shop) with public key infrastructure so that the most a rogue internet provider can do is DoS you (they can't get a certificate for google.com and TLS is protected against replay attacks), so this sounds like a downgrade in actual security.