Dusk This wave of heat, I am only focused on two things: can it "comply and land", and can it really run on-chain
Brothers, today I write @dusk_foundation and no longer want to talk about the "privacy narrative"; the hottest keyword in the market these two weeks is actually just one: compliance + RWA. Can privacy coins have another round? Emotion, of course, will give a push, but Dusk's real test is: is it really making a chain that can be used by institutions, rather than just relying on slogans to ride a wave of heat.
First, let’s present the hard data: according to public market data, $DUSK is currently fluctuating around $0.156, with a 24h trading volume of about $42.83 million and a circulation of about 497 million pieces, with a maximum supply of 1 billion pieces. The combination of these numbers is very clear: liquidity is not small but the volatility can be fierce—because when the volume rises, a slight squeeze can easily lead to a "bouncing" structure, which is also one of the reasons why DUSK's discussion suddenly surged: the heat comes quickly, and the pullback will not be polite.
What I care more about is the "engineering landing behind the heat". The biggest real catalyst for Dusk recently is not a certain KOL calling a shot, but the launch of DuskEVM mainnet (this wave in January)—this means that Solidity developers do not need to learn a whole new set of weird toolchains and can directly transfer contracts and familiar development processes. For someone like me, this step is more important than "talking about the vision of privacy": without developer migration, there is no dApp density; without dApp density, talking about compliant finance is just spinning in place.
Let's talk about the most practical part of the "compliance narrative": Dusk has previously announced interoperability/data standard cooperation with Chainlink, and is promoting the path of regulatory assets on-chain together with the Netherlands' NPEX. Here, I won’t pretend to understand everything—RWA's biggest problem has never been "can we issue assets", but whether clearing and settlement, data trustworthiness, cross-chain flow, and auditable privacy under regulatory requirements can simultaneously exist. Dusk's logic is to make "privacy" an auditable and compliant component, rather than using privacy as a fig leaf. This route is very difficult and slow, but once it is successful, it is not a project that relies on market sentiment for sustenance.........
