if i understand you both correctly, your talking about a situation whereby 'red defence' is people sending fleets to attack with no pods to mess up the cap of attacking fleets? does this actually happern? i can't say i've ever seen it or know of anyone who's ever experienced it. As far as it being an effective strategy of defence, theirs the fact that you can't launch at ally mates, that you'd have to know about it in advance for it to work on fi/co and that for it to make a sizeable difference on the cap then the 'red defence' fleet would have to be of a much greater value than the attacker, which seems even more inefficient and a waste of a fleet. If your going to all this effort then just build some def ships
Considering how ineffective this seems i don;t see the need to put further restrictions on it.