the way i see it, the market has already beaten down most of your concerns.
yes, there has been lotsa discussion but i'm just looking at the results. and that is that there is no formal blacklisting services that exist yet that i know about. and if there is one, i'm sure it's not significant. do i care when about origin when i buy coins nowadays? no.
also, i view what CB is doing differently. i do believe they are dedicated Bitcoin advocates and know and care deeply about fungibility. it's just that they don't want to go to jail so they track the first hop and i'm sure they'd cooperate with any legal investigation. but that doesn't mean they are in favor of blacklisting. in fact, i'm quite sure they aren't.
1. Clearly the market hasn't decided anything. Either Bitcoin is a
long, long way from its potential, with many pitfalls and unexpected twists ahead, or it won't ever be very significant.
2. The "Chainanalysis" uproar was two months ago. As far as I know that company is still in business and still working on tracking and risk-scoring, and presumably still has customers or expects to. I very much doubt they are the only company working on these things. I also very much doubt we've heard the last about tracking, whitelisting, blacklisting, bans on mixing/tumbling, etc.
3. Coinbase apparently tracks more than one hop. I'd guess they use services like Chainanalysis, too, but I don't really know. It doesn't really matter what they are in favor of as a matter of opinion, it matters what they do.