Reading the linked blog post
In short, this is cast as a security/anti-piracy step.
This is specifically, currently all about Google “Play-approved peer-to-peer sharing apps” in which F-Droid doesn’t usually fall (other than “Nearby” mode) & doesn’t even vaguely try to pretend it’s distributing GPlay binaries (except if 1 adds, e.g., Unofficial Firefox F-Droid repo which isn’t officially F-Droid’s anyway.)
Generally, in the future? This could easily be abused into evolving into Apple’s “walled garden” approach to appstores, which obviously kills F-Droid, other than by rooting devices.
Time will tell.