There was recent news that bitpay are now going to be enforcing their new KYC and Anti-AML terms, and are calling this new service "BitPay ID", it's only here for larger transactions (3,000 USD+ purchases, or refunds of 1,000 USD+), but I definitely see a future where they keep dropping the limit until all customers are required for use "BitPay ID".
If they really end up pushing KYC through our throats for even the most silly few buck amounts, then they will lose a lot of business. I can't see them remain operational under these circumstances.
People are already at a point where they develop a strong dislike towards BitPay. Another nasty push and people will stop using it and that will probably lead to merchants dropping them as payment gateway.
I get it that it isn't just BitPay being affected by this new regulation, but they will suffer the most due to their anti Bitcoin stance. Those who actually spend their coins aren't stupid enough to share their personal information with BitPay.