BCN looks dead to me. No buy support. Extreme selling pressure on Poloniex. We don't need to mention about BCN any more. The candidate to compete with XMR is BBR - BoolBerry
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Like I have said many times, if Litecoin overtakes Bitcoin most of the money will leave CryptoCoins for good.
Completely agree. I've also been saying that...for years.
The same goes for Boolberry, if Boolberry overtakes Monero it's a signal to the market that no CryptoNote can hold value due to fear of competitor with small changes.
Less true simply because of how young the CryptoNote space is overall; it's only been (effectively) in existence for 4 months, so one coin overtaking another is not of the same import (yet) as if bitcoin got overtaken by a tweak-coin (litecoin). That said, I largely agree with your analysis.
Monero's longterm competition are coins that offer a substantially better system.
Yup.
Bitcoin The big baddie of the Crypto world, if the development team started reacting instead of being safe, we might have to worry. However I can't see this happenening, and as the value of a Bitcoin increases the willingness of the Bitcoin development team and Foundation to make daring changes becomes less and less.
Conclusion: It's too risky.
Yup.
Zerocash The anonymity functionality is quite powerful, however the trouble is it's almost certainly going to be screwed up as someone will have copied the initial accumulator instance/variables and thus will have unlimited mint power. This multicomputation might not even be possible (or it might be years later when it's discovered that their is a way of undoing the giant anonymous computation they seek to use to create the accumulator)
Conclusion: It can't be trusted.
Probably, though there's potentially some clever way this can be solved. Additionally, if it's "solved enough" (ie, enough people are convinced there's an exceedingly low probability that someone has or could-have saved the initial vars), the hype around Zerocash, plus its theoretical technical superiority (if the initial vars are indeed destroyed) could cause it to be successful.
Ethereum They may be able to build an anonymity (ring sig?) layer on top of their turing complete blockchain, however it might very well be much less efficient than a native ring signature currency.
Conclusion: Watch this space, but don't be too afraid of an Ethereum based anonymous competitor.
I think it's somewhat likely that early Ethereum will experience a bunch of blockchain shenanigans and have to "reboot" or "rollback" a few times before things are worked out, if it ever proves successful/viable in the first place. Such a process could take years. That said, the notion of a functional and secure Turning-complete chain is too good to not explore, so I'm indeed watching.