> (A mallory could of course reset it still, unless you have some e-fuse or something, but anyways that's only marginally worse than simply physically destroying it.)
You can already reset CTAP2-compliant FIDO keys using a (non-PIN-authenticated) command [1], so this wouldn't add anything that isn't already there.
I think the real issue here is that users probably don't expect having to reset/initialize a Yubikey once they take possession of it. Given the horror stories of how e.g. Amazon commingles inventory, I wouldn't be surprised if fraudsters could succeed in getting paired keys back into the supply chain.
Targeted attacks to friends/family can probably also not be ruled out ("hey, i got this spare yubikey in a black friday sale, want it?"), and unfortunately something like a family member or partner trying to take over somebody's accounts isn't unheard of.
There are just too many ways for this to go wrong, and while Yubikey has, I believe, looked into this option in the past (there's a draft design doc for this idea somewhere), they probably came to the same conclusion.
[1] https://fidoalliance.org/specs/fido-v2.1-ps-20210615/fido-cl...