Why would we assume people will use Bitcoin to transact in their illegal transactions over other crypto-currencies like Monero? Further, where does v=10 come from?
I think the beginning of a theory is here, but what about the relative value of the crypto-currencies? I don't see how you justify Bitcoin having a higher market cap than Ethereum when Ethereum has more transactions. Unless you believe Bitcoin will get de-throned by Bitcoin cash, how does Bitcoin cash have much of a fundamental value?