Fixed supply is a form of scarcity, the absolute form…re your second point, it‘s a trade-off that ultimately negatively impacts Bitcoin‘s immutability. Bitcoin optimally solves for one human problem only, money. One has to be careful not to superimpose trying to solve unrelated issues on it, that dilutes the purity. It’s like saying we are limiting free speech to solve child pornography….Bitcoin has enough privacy for two peers to transparently transact with each other, they have to trust each other. The invasion of privacy by a third party is unacceptable and has to be solved directly.