"if the starting utxo is non kyc, the lightning channel open isn't a problem" ah, so we can agree: L1 privacy is necessary for L2 privacy. Now, I just want L1 privacy by default.

"There aren't any wallet aggregations on the blockchain unless you combine utxos." Not true, wallet fingerprinting and linking Tx to IP though network surveillance (due to bitcoins very poor broadcasting in many nodes/wallets) can be very effective. "They do chainalysis on monero too." Yes they do. Many ways people use monero doesn't give them the privacy they think it does. For example, instantly swapping in and out of xmr to 'wash' coins. Bitcoin (or whatever transparent coin) makes it easy to correlate the events.