As always, an articulate and intriguing read.
I still believe XMR is a good future hold, have you any thoughts on whether BTC+Layer2 will be 'enough' privacy and erode the XMR value prop?
Aminorex has shared his opinion on this point on several occasions, particularly eloquently here:
https://bitcointalk.org/index.php?topic=753252.msg24387647#msg24387647. Of course, I would also welcome any additional insights.