I don't think the Monerobros even care about scarcity or market cap, they just care about some medium of exchange they can transact in that's "private" and that's the value driver?

That’s a false dichotomy. Monero addresses transactional privacy (the value chain); Bitcoin addresses value preservation (the settlement layer). They solve orthogonal problems. A robust sovereign stack requires both protocols coexisting.

They can't transact if the state mines empty blocks. Their transactions are not immutable if the state does a massive reorg.

Change Monero to Bitcoin and your statement would make sense. The USA federal reserve us threatened by monero, hence its delisted from all the kyc exchanges that sell Bitcoin

how long does Monero have you think?

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