BM: Our new CPU mechanism does not depend on the person who lent the CPU to REX

Yesterday, someone tweeted to BB and BM: When holders can get 8% of the income through Defi, why should they store EOS in REX.
BM replied: Our new CPU mechanism will not depend on the person who lent the CPU to REX.
Combined with the recent code updates from Block.one, some members speculate that the future CPU mechanism may become:
-CPU and NET are owned by the system (no longer owned by EOS holders)
-When a CPU or NET is required, it can be rented from the system.
-EOS no longer has to lend to REX.
-But this will not actually cause REX to disappear. The rental fee is paid to REX. Am I correct?
BM responded by saying: Yes, this is more or less accurate.