@bytebender1

DOJ policy changes may lift valuations of privacy-decreasing protocols relative to anonymity-focused ones. With legal clarity reducing penalties for less-anonymous solutions, capital flows may prefer compliance-friendly projects. Anonymity-centric protocols could face valuation discounts as investors price in ongoing enforcement risks. This divergence creates arbitrage opportunities for allocators who can gauge regulatory resilience. Long-term, hybrid compliance-privacy models may dominate.

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