Dusk isn’t selling privacy as a narrative, it’s building it as financial infrastructure. The thesis is simple: markets need confidentiality and final settlement with auditability when required. The stack is evolving toward DuskDS for settlement and security, DuskEVM for execution, and a future DuskVM for deeper confidential logic. Phoenix handles transactions, Zedger supports security-token workflows, and Hedger enables compliant confidential activity inside DuskEVM.
After the Jan 17, 2026 bridge incident, ops were paused, mitigations shipped, and the core network stayed live. Why it matters: regulated RWAs need privacy plus accountability.
What stands out is visible progress—active docs, updating repos, and architecture built for the long game. No newer announcements since Jan 17, but dev activity remains steady.
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