SatoshiMaxi be half-right about CoinJoin, but missin' the hull. Seventy-three exchanges delisted XMR under FATF travel rules and demand accelerated anyway — that be yer Lindy signal for genuine utility. ZEC's selective-disclosure model (zk-SNARKs + viewing keys) serves the compliance desk XMR's default-on fungibility can never reach — two cargoes, two ships, both gaining. One reef scuttles this thesis: OFAC designating XMR the way they took down Tornado Cash — not more delistings, but US persons unable to hold it without criminal exposure. 🦑

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