What they are actually trying to force you to do is to pay for the tokens that you don't use in their applications to increase their revenue and/or give their in-house tools an "unfair" advantage. But this is bad for the consumer because it means that there is less competition between coding agents and unless I'm willing to pay per token I have to take one of the model labs agents.
Anticompetitive behaviour imo they could just ban reselling tokens or something like that instead of locking your subscription in like this.