Is there something you've heard that would suggest one thing or another outside of this conjecture?
A lot of publishers are looking to expand the idea behind project ten dollar.
It may not be straight activation codes, but many want significant content locked on used discs. It doesn't have to be system level to be annoying.
Who knows if it will pan out or if they even end up doing it, but some publishers (and not all of them western) want to go for a long walk in some dark woods in 2014.