>So my home network appliances have public IPv6 addreases, but everything sent to these addresses is null routed?
Of course. Unless you add rules to allow incoming traffic, say a rule to allow incoming traffic for $LAN_MACHINE1_IP:$PORT/tcp, to cross from WAN to LAN.
>At least with NAT there is a known set of rules regarding how masquerading works, that I can reason about.
The reason the scenario in my previous comment doesn't work has nothing to do with NAT. The reason such a packet would be dropped is because the firewall has a rule to filter bogons on the WAN interface. More generally, your home network firewall will have a default rule to block all incoming traffic on WAN unless explicitly allowed via additional rules, and that applies to both IPv4 and IPv6.
>WAN will not sent such malformed packets in the first place, unless we are talking of mom and pop ISP.
Well if you trust your ISP so much then I assume you just have your firewall turned off always, right?