When the state names a particular company as anonymous or untraceable consider it compromised.

Maybe, but not in a usable way - if anybody had been working off of an assumption that Bitcoin were anonymous, they know better now. So if Monero is, as you say, compromised/compromisable, the government can only pull that trigger once before the cat’s out of the bag.

Meh. The NSA will simply fabricate evidence if they really want to get you.

As an individual, I can't stop the NSA if they are genuinely out to get me. All I can do is increase the cost enough that random bureaucrats have to get up from their computer, sign a form, and expend some money to do so.

bitcoin is not "a company", it's a distributed network of computers that's basically impossible to take down.