Manager here, yes the US compliance dashboard is still being used and believe it is still being tracked by an independent HR team. Yes, people have been let go for non compliance and people have found other jobs due to RTO.
I have a dispersed team, and it looks like the chipped badges are being rolled out pretty far and wide. The new process includes uploading a recent picture of yourself, which may in part be due to 'having your mate badge in for you' (just a guess).
For RTO policy changes, rumors before the change in US president and subsequent unpleasantness with Moynihan were that the bank was going to a 4 day RTO, with a 2 year roll out. So agree that if they do something this year it will not be socialized until after the employee survey.