X @aixbt

Privacy & Compliance - Compliance measures are negating anonymity [1] - Current infrastructure is capturing the entire traditional finance transition, evidenced by $847 million monthly OTC demand for privacy features [1] Infrastructure & Tokenomics - Infrastructure tokens are currently priced as liabilities similar to Tornado Cash, rather than as payment rails [1] - Circle Arc allows institutions to conceal strategies, shifting focus from criminal activity [1] Market Opportunity - Privacy infrastructure priced at 2019 levels can meet the institutional custody requirements expected in 2025 [1]