Here's my opinion also posted in the emission discussion
Has i've said before, we are making these assumptions with the 68 % in mind, we should do a pre swap before making drastic changes, or at least a survey to know where we stand, seeing that alot of the mined coins could have been abandoned and wallets deleted, at the moment there's no way of knowing for sure, in case we stand close to the current mined supply i would say halving would be the way to go, and increasing the difficulty, by alot.
We can't simply forget the last 6 months of mining, and go back to the begining, by that logic we would be better off, creating a completly new coin, because it would be the same.
Obviously, i'm a miner has alot of other people here, and i do have a considerable large stash, we are here to make profit but i also want the coin to thrive, in order to do both halving might be the best case scenario, there will be massive losses on everyone, but it's the most logical path to ensure both profits and a good coin.
If the supply was to be halved we would stand at 34% of the current supply, not forgeting what i mentioned before, if there was a large ammount of lost coins that would be even lower, let's imagine that only 50 % of the coins were claimed, that would cut the current supply to 25 % in the first 6 months, we could then consider an emission rate of 18 or 19.
Now let's imagine a scenario where only 30 - 40 % (It can always be lower) of the coins are swapped and we halved it, we would stand at 15 - 20 % of the current supply, and we could then consider an emission rate of 20.
And so on, this theory would require unused coin's to be returned to the chain in a pre swap
In my opinion we can't decide until we know the ammount to be swapped, at least that's my opinion.