> **The number of nodes running Bitcoin Core is at ATH!**
So we know that Chainalysis is running full nodes but we don't know much about the dynamics of new such companies popping up. I imagine that new companies trying to break into this market have two options:
* share data with Chainalysis
* reach a sufficient share of public full nodes to track payments
If the share to reasonably track many payments is 20%, 5 companies opting for the second approach would result in an arms race that would drive up the total number with little upside for the users. Sure, these nodes would have to serve data but 1000 IP addresses might serve data from the same full node and can go offline in an instant.
