ASYMMETRIC BET: HIGH CONVICTION, MINIMAL DOWNSIDE
Let's talk risk/reward:
Current Price: ~$0.16
Market Cap: ~$79M
Fully Diluted: ~$193M
What you're betting against:
• Crypto fails completely
• Institutions reject blockchain
• Dusk team fails execution
• Regulatory reversal
What you're betting for:
• Global finance digitizes
• Dusk captures EU beachhead
• Network effects compound
• Becomes settlement standard
Valuation scenarios:
• Failure: -50% (already priced in)
• Moderate success: 10-20x
• Full success: 50-100x
This is the definition of asymmetric: Limited downside, exponential upside.
The question isn't "Will Dusk succeed?"
It's "Can you afford to miss it if it does?"
