So I'm very strongly against this "generalized softfork" idea -- I also don't see how upgraded nodes and non-upgraded nodes can possibly end up with the same
UTXO set.

The only way for non-upgraded nodes to get the correct UTXO set is to upgrade.

It is important to keep in mind this was proposed as an alternative to a hardfork. With a hardfork the UTXOs also diverge as upgraded and non-upgraded clients follow different chains.

--joe.
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