My interpretation: they're kicking the OpenClaw, OpenCode, etc. users off and telling them they can use extra usage for third-party tools, and they're softening the blow by offering free and discounted usage, and they're offering it to everyone else too to avoid the appearance of unfairness.

No, they’re being eaten alive by Openclaw usage and need more people on metered billing as opposed to subscription.

EDIT: I guess that means they are indeed running out of cash.

I assume it was to make-up for the token overconsumption bug.