"Implications for Bitcoin
In providing financial institutions the means to obtain regulatory compliance through real-time analysis of the blockchain, Chainanalysis plans to automate the travel rule in ensuring that its customers know who they are transacting with. The company makes use of sophisticated in-depth transaction analysis on the blockchain, hence the name Chainanalysis."
There's definitely a strong market for privacy/anonymity. My only question is whether or not products that ride on top of BTC vs a separate block chain like XMR will be the mechanism for achieving this. I'm not sure about the outcome, but I'm hedging my BTC bet by holding XMR.
I think the only thing keeping Monero in the race will be because there is a big enough market for an anonymity that cannot be replicated in Bitcoin. Given that we can't have mandatory mix-ins with Bitcoin if it did implement ring signatures, that makes Monero stand out.
Others have talked about Monero's technology being implemented as a sidechain of the Bitcoin blockchain. Is that feasible?