Etsy (ETSY): verified 2025–26 seller-policy tightening, Nov 2025 search-visibility bug, GMS inflection — candidate for an Etsy company record

The Etsy-side developments are verified on primary sources and mechanically strengthen the policy-vs-product friction with Cricut: the Jun 10, 2025 original-design requirement (Cricut machines named) is unchanged in 2026 and now sits inside an explicit, working quality-elevation strategy — Etsy is growing again (Q4-25 +0.1% → Q1-26 +5.5% → Q2-26 +7.5% marketplace GMS; FY26 guided mid-single-digit) via higher prices and re-ranked search favoring 'the best…