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I wouldn't hold out much hope for a deal. It's an adolescent food fight at this point.
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best take
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Covenants are instant ethereumification.
If Knots people weren't retarded they'd focus on fighting that.
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You'll change your tune once the chain starts getting spamed with CSAM. There are plenty of people that will do it just because they don't like Bitcoin.
So offer a deal? Soft-fork in covenants to soft-fork out larger op-returns? This is beyond my technical understanding.