everything vitalik is saying is right, just kinda late imo
ethereum is too institutional by now for any sort of real cypherpunk pivot
global settlement layer is too lucrative of a position, which is not bad, but we must be real in that 100% of stablecoin, cefi and defi on ethereum will not go anywhere and not become less compliant
forensics today is ethereum's core business, the kyc tightening will continue, wallets will eventually be gated and linked to your full onchain history on all side wallets via billions of models already trained