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🐸 币圈讲盘员 | BTC高频手 直播时间:每天 🎙 清风茶馆不定时开张,盘中陪聊 🧠 看趋势、讲逻辑、不贩FOMO 📉 上头的事我都提前说 👇 币安8折手续费码:799410766 一个带点段子手气质的老韭菜,擅长用轻松语言洞察复杂市场,既陪你看盘,也帮你看清趋势。
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$ETH Thank you, Dog Manor, for not killing me I will double my bet next time
$ETH Thank you, Dog Manor, for not killing me

I will double my bet next time
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$ETH Floating loss increased by one and lost everything In one week, licked three hundred knives and then nothing I beg you all to go in more
$ETH Floating loss increased by one and lost everything

In one week, licked three hundred knives and then nothing

I beg you all to go in more
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In 2026, when Wall Street really comes knocking: why Dusk is the only prepared Layer 1?In the history of cryptocurrency development, the year 2026 is destined to be a watershed moment. For the past decade, we have been talking about 'institutional entry,' but for a long time, this has felt more like a marketing story concocted to pump the market. Why? Because there are two insurmountable mountains between traditional finance (TradFi) and decentralized finance (DeFi): compliance and privacy. Banks are reluctant to execute transactions through smart contracts on a fully transparent public blockchain, as this would expose business secrets; fund managers also hesitate to touch assets without regulatory backing, as this not only implies risk but also illegality.

In 2026, when Wall Street really comes knocking: why Dusk is the only prepared Layer 1?

In the history of cryptocurrency development, the year 2026 is destined to be a watershed moment. For the past decade, we have been talking about 'institutional entry,' but for a long time, this has felt more like a marketing story concocted to pump the market. Why? Because there are two insurmountable mountains between traditional finance (TradFi) and decentralized finance (DeFi): compliance and privacy.
Banks are reluctant to execute transactions through smart contracts on a fully transparent public blockchain, as this would expose business secrets; fund managers also hesitate to touch assets without regulatory backing, as this not only implies risk but also illegality.
Transparency was once a characteristic of blockchain, but has it now become a bug for institutions? How Dusk uses 'confidential smart contracts' to usher in the era of dark pool tradingIn the past few years, we have believed that the 'complete transparency' of blockchain is its greatest advantage. However, when we tried to invite real financial giants into the decentralized finance space, this 'transparency' turned into a fatal flaw. Imagine if Goldman Sachs or JPMorgan would be willing to make large transactions on a public ledger where everyone can monitor their positions in real time and anticipate their trading strategies? Absolutely not. For institutions, privacy is not just protection, but a core competitive advantage. This is precisely why decentralized finance cannot support large-scale commercial applications at present.

Transparency was once a characteristic of blockchain, but has it now become a bug for institutions? How Dusk uses 'confidential smart contracts' to usher in the era of dark pool trading

In the past few years, we have believed that the 'complete transparency' of blockchain is its greatest advantage. However, when we tried to invite real financial giants into the decentralized finance space, this 'transparency' turned into a fatal flaw.
Imagine if Goldman Sachs or JPMorgan would be willing to make large transactions on a public ledger where everyone can monitor their positions in real time and anticipate their trading strategies? Absolutely not. For institutions, privacy is not just protection, but a core competitive advantage. This is precisely why decentralized finance cannot support large-scale commercial applications at present.
RIVER — The upper liquidity has been acquired, and the buying momentum is starting to deplete. Short RIVER Entry: 62.80 – 63.60 (positioning in batches near the resistance zone of the swing high) Stop Loss: 64.90 (stop loss if it breaks and holds above the previous high) First Target: 59.50 Second Target: 56.20 Third Target: 53.50 (support at the key swing low below) Logical Analysis: After experiencing a strong impulse rise, the price precisely tested the resistance at the upper high. Although the bullish structure seems complete, such an almost vertical rise often comes with unsustainable momentum consumption. The current candlestick shows signs of stagnation near the resistance level, indicating a classic liquidity sweep. The main funds often use a breakout to induce retail investors to chase high, and then quickly drop to rebalance the market. As long as the price cannot effectively break and hold the 64.00 area, the downward correction is the direction of least resistance, and returning to the fair value range below is highly probable. Trade here 👇 $RIVER {future}(RIVERUSDT)
RIVER — The upper liquidity has been acquired, and the buying momentum is starting to deplete.
Short RIVER
Entry: 62.80 – 63.60 (positioning in batches near the resistance zone of the swing high)
Stop Loss: 64.90 (stop loss if it breaks and holds above the previous high)
First Target: 59.50
Second Target: 56.20
Third Target: 53.50 (support at the key swing low below)
Logical Analysis:
After experiencing a strong impulse rise, the price precisely tested the resistance at the upper high. Although the bullish structure seems complete, such an almost vertical rise often comes with unsustainable momentum consumption.
The current candlestick shows signs of stagnation near the resistance level, indicating a classic liquidity sweep. The main funds often use a breakout to induce retail investors to chase high, and then quickly drop to rebalance the market. As long as the price cannot effectively break and hold the 64.00 area, the downward correction is the direction of least resistance, and returning to the fair value range below is highly probable.
Trade here 👇 $RIVER
The Overlooked AI Infrastructure Beast: A Deep Dive into Walrus and How the Sui Ecosystem Addresses Web3's 'Data Hunger'In the crypto narrative of 2026, the combination of artificial intelligence and Web3 is undoubtedly the spotlight at center stage. We have seen countless decentralized networks focused on computing power and various dazzling AI agent applications. However, amidst all this noise, the market seems to overlook a fundamental yet fatal bottleneck: data storage. AI models are not castles in the air; they require vast amounts of data—from massive datasets used for training to generated high-definition videos and complex model files. If computing power is the engine of AI, then data is the oil. Unfortunately, the current blockchain infrastructure is simply unable to bear such heavy 'oil.' The Ethereum mainnet is extremely expensive, with the cost of storing a high-definition photo being shocking; traditional centralized cloud storage runs counter to the decentralized philosophy of Web3 and has censorship risks.

The Overlooked AI Infrastructure Beast: A Deep Dive into Walrus and How the Sui Ecosystem Addresses Web3's 'Data Hunger'

In the crypto narrative of 2026, the combination of artificial intelligence and Web3 is undoubtedly the spotlight at center stage. We have seen countless decentralized networks focused on computing power and various dazzling AI agent applications. However, amidst all this noise, the market seems to overlook a fundamental yet fatal bottleneck: data storage.
AI models are not castles in the air; they require vast amounts of data—from massive datasets used for training to generated high-definition videos and complex model files. If computing power is the engine of AI, then data is the oil. Unfortunately, the current blockchain infrastructure is simply unable to bear such heavy 'oil.' The Ethereum mainnet is extremely expensive, with the cost of storing a high-definition photo being shocking; traditional centralized cloud storage runs counter to the decentralized philosophy of Web3 and has censorship risks.
$NOM {future}(NOMUSDT) Selling pressure has been absorbed, confirming a bullish structure Bullish entry Current price: around 0.0142 Entry: 0.0145 – 0.0171 (aggressive traders enter at current price, conservative traders wait for a pullback) Stop loss: 0.0112 (below the key FVG support lower bound) First target: 0.0185 Second target: 0.0198 Third target: 0.0220+ (new high exploration) Logical analysis: After experiencing a strong impulse rise, the price has retraced to around 0.0144 FVG (fair value gap)/ demand zone. The drop shown in your screenshot did not continue; instead, it quickly formed a lower shadow, indicating that buyers are actively protecting this area and absorbing the selling pressure. The current structure shows that the correction has ended, and momentum is shifting back upward. As long as the price stays above 0.0155, the upward trend will continue, and the current consolidation is building strength for the next breakout. Trading here $NOM 👇
$NOM
Selling pressure has been absorbed, confirming a bullish structure
Bullish entry
Current price: around 0.0142
Entry: 0.0145 – 0.0171 (aggressive traders enter at current price, conservative traders wait for a pullback)
Stop loss: 0.0112 (below the key FVG support lower bound)
First target: 0.0185
Second target: 0.0198
Third target: 0.0220+ (new high exploration)
Logical analysis:
After experiencing a strong impulse rise, the price has retraced to around 0.0144 FVG (fair value gap)/ demand zone. The drop shown in your screenshot did not continue; instead, it quickly formed a lower shadow, indicating that buyers are actively protecting this area and absorbing the selling pressure.
The current structure shows that the correction has ended, and momentum is shifting back upward. As long as the price stays above 0.0155, the upward trend will continue, and the current consolidation is building strength for the next breakout.
Trading here $NOM 👇
The Last Piece of the Sui Ecosystem: A Deep Dive into Why Walrus is the Most Underestimated AI Infrastructure of 2026In the market cycle of cryptocurrencies, we have witnessed countless public chains fighting fiercely for TPS (transactions per second). But today, in 2026, as AI entities begin to roam the chain, and when NFTs are no longer just small images but complex 3D models, we suddenly discover a huge vacuum: we have extremely fast CPUs (high-performance public chains), yet lack a cheap and massive hard drive. This is the significance of the Walrus Protocol's existence, and it is also its irreplaceable value in the Sui ecosystem.

The Last Piece of the Sui Ecosystem: A Deep Dive into Why Walrus is the Most Underestimated AI Infrastructure of 2026

In the market cycle of cryptocurrencies, we have witnessed countless public chains fighting fiercely for TPS (transactions per second). But today, in 2026, as AI entities begin to roam the chain, and when NFTs are no longer just small images but complex 3D models, we suddenly discover a huge vacuum: we have extremely fast CPUs (high-performance public chains), yet lack a cheap and massive hard drive.
This is the significance of the Walrus Protocol's existence, and it is also its irreplaceable value in the Sui ecosystem.
Data is the New Oil: How Walrus Reshapes the Storage Landscape of Web3 from the Explosion of AI AgentsIf 2024 is the year of awakening for AI, then 2026 will be the year of explosion for AI Agents. Today's AI is no longer just a robot that can chat with you; they are beginning to have memory, start executing transactions automatically on the chain, and even begin to own their assets. But where does the 'memory' of an AI with long-term memory reside? This is the biggest technical challenge facing Web3 today, and also the biggest narrative opportunity for Walrus Protocol. 1. The 'data thirst' in the era of AI Training an AI model that can understand complex financial markets requires feeding it terabytes of historical data; an NPC that can make autonomous decisions in a game needs to read and write massive environmental data in real-time. If this data is placed on a centralized server, the AI may be 'cut off' at any moment; if placed on a traditional public chain, the high costs could bankrupt the project.

Data is the New Oil: How Walrus Reshapes the Storage Landscape of Web3 from the Explosion of AI Agents

If 2024 is the year of awakening for AI, then 2026 will be the year of explosion for AI Agents. Today's AI is no longer just a robot that can chat with you; they are beginning to have memory, start executing transactions automatically on the chain, and even begin to own their assets.
But where does the 'memory' of an AI with long-term memory reside?
This is the biggest technical challenge facing Web3 today, and also the biggest narrative opportunity for Walrus Protocol.
1. The 'data thirst' in the era of AI
Training an AI model that can understand complex financial markets requires feeding it terabytes of historical data; an NPC that can make autonomous decisions in a game needs to read and write massive environmental data in real-time. If this data is placed on a centralized server, the AI may be 'cut off' at any moment; if placed on a traditional public chain, the high costs could bankrupt the project.
The Ultimate Form of Payment Public Chains: How Plasma Reshapes the Trillion-Dollar Stablecoin Market with '0 Gas'?On the road to mass adoption of Web3, what is the biggest obstacle? It is not the complexity of private key management, but rather the mechanism that leaves outsiders baffled—Gas fees. Imagine this: if you want to transfer 100 yuan to a friend via WeChat, but the system prompts you to first go to the bank to buy some 'electricity' before transferring, it is not only absurd but also severely hinders user experience. Yet, this is the current state of blockchain payments. We are using the most advanced distributed ledger, yet we endure a transfer experience worse than traditional banks.

The Ultimate Form of Payment Public Chains: How Plasma Reshapes the Trillion-Dollar Stablecoin Market with '0 Gas'?

On the road to mass adoption of Web3, what is the biggest obstacle? It is not the complexity of private key management, but rather the mechanism that leaves outsiders baffled—Gas fees.
Imagine this: if you want to transfer 100 yuan to a friend via WeChat, but the system prompts you to first go to the bank to buy some 'electricity' before transferring, it is not only absurd but also severely hinders user experience. Yet, this is the current state of blockchain payments. We are using the most advanced distributed ledger, yet we endure a transfer experience worse than traditional banks.
Missed out on the ten-thousand-fold increase of PEPE? The first 'cat-related' myth NVF on Ethereum in 2026 is rewriting the rules of Memes.In the long history of cryptocurrency, every bull market gives birth to a Meme king that dominates all. In 2021, it was SHIB, and in 2024, it is PEPE. Standing at the beginning of 2026, the long-silent funds on the Ethereum (ETH) chain are looking for new outlets. This time, the focus has shifted from 'dogs' to 'cats'. In this battle of cat-related Memes, $NVF (Meow Meow Coin) is making its grand entrance with a 'dimensionality reduction strike' stance. 1. Farewell to the土狗, Meme enters the 'Asset Interaction' era. Most Meme coins have a lifecycle of only three days because they possess nothing but emotions. But NVF's ambition is clearly more than that. It is not just a Meme; it is an epic marriage of top Web3 traffic and NFT art assets.

Missed out on the ten-thousand-fold increase of PEPE? The first 'cat-related' myth NVF on Ethereum in 2026 is rewriting the rules of Memes.

In the long history of cryptocurrency, every bull market gives birth to a Meme king that dominates all. In 2021, it was SHIB, and in 2024, it is PEPE. Standing at the beginning of 2026, the long-silent funds on the Ethereum (ETH) chain are looking for new outlets.
This time, the focus has shifted from 'dogs' to 'cats'. In this battle of cat-related Memes, $NVF (Meow Meow Coin) is making its grand entrance with a 'dimensionality reduction strike' stance.
1. Farewell to the土狗, Meme enters the 'Asset Interaction' era.
Most Meme coins have a lifecycle of only three days because they possess nothing but emotions. But NVF's ambition is clearly more than that. It is not just a Meme; it is an epic marriage of top Web3 traffic and NFT art assets.
The Ultimate Integration of Entertainment, AI, and Branding: An In-Depth Analysis of How Vanar Chain Can Support the Next 3 Billion Users of Web3In the Warring States period of Layer 1 public chains, the involution of technical parameters has become exhausting. No matter how high the TPS (transactions per second) is, without real users and applications, it is just an empty city. While most public chains are still fighting desperately for 'on-chain native users', Vanar Chain has chosen a completely different and broader path: embracing the real world and bringing 3 billion Web2 users into Web3 through entertainment and branding. 1. Genes determine the upper limit: Layer 1 born for 'application' Unlike other public chains dominated by tech geeks, Vanar's team has deep expertise in gaming, entertainment, and branding. This means they understand 'user experience' better and also understand 'business operations' better.

The Ultimate Integration of Entertainment, AI, and Branding: An In-Depth Analysis of How Vanar Chain Can Support the Next 3 Billion Users of Web3

In the Warring States period of Layer 1 public chains, the involution of technical parameters has become exhausting. No matter how high the TPS (transactions per second) is, without real users and applications, it is just an empty city.
While most public chains are still fighting desperately for 'on-chain native users', Vanar Chain has chosen a completely different and broader path: embracing the real world and bringing 3 billion Web2 users into Web3 through entertainment and branding.

1. Genes determine the upper limit: Layer 1 born for 'application'
Unlike other public chains dominated by tech geeks, Vanar's team has deep expertise in gaming, entertainment, and branding. This means they understand 'user experience' better and also understand 'business operations' better.
$DUSK {future}(DUSKUSDT) Immortals, please don't go all DUCK on us I lost 200 bucks for a few points Is this reasonable, brothers? Leave a way out 😭😭😭😭😭😭😭😭
$DUSK
Immortals, please don't go all DUCK on us

I lost 200 bucks for a few points

Is this reasonable, brothers? Leave a way out
😭😭😭😭😭😭😭😭
Why is Walrus a must-have in the DePIN track of 2026? In the competition of public chains in 2026, Sui has established its position with its extremely high concurrent performance (TPS). But if you take a closer look at Sui's ecological map, you'll notice an interesting phenomenon: all the games, social, and AI projects frequently mention the same name—Walrus. This is no coincidence. If we compare Sui to a performance monster-level CPU, then Walrus is that essential 'infinite hard drive.' Not just storage, but also the 'logistics center' for data. Many investors' understanding of the storage track still lingers in the Filecoin era, thinking it's just about 'storing files.' But Walrus operates on a completely different dimension. It is specifically designed for 'Blob storage', a high-level form of handling unstructured data (such as NFT images, game resource packs, AI training videos). By deeply integrating with Sui's Move language smart contracts, Walrus allows data not only to be 'stored' but also to 'move.' Developers can write logic on Sui to directly call data in Walrus for computation and interaction. This atomic-level synergy is an unmatched advantage that other independent storage public chains cannot compare to. Cost-performance ratio is justice. In the DePIN track, cost determines life and death. The erasure coding technology introduced by Walrus compresses storage costs to the extreme while ensuring data is stored in a decentralized manner and resistant to censorship. This is crucial for the booming on-chain AI agents. After all, no AI project wants to burn large amounts of funds on expensive storage fees. Investment logic: The best Beta of Sui. From an investment perspective, buying Walrus is essentially betting on the prosperity of the entire Sui ecosystem. The richer the applications on Sui, the more data is generated, leading to greater storage demands for Walrus, and consequently, more WAL tokens are burned and staked. This is a typical 'associated' asset. While the market is still tangled over which application can succeed on the Sui chain, positioning Walrus as this underlying infrastructure is undoubtedly a choice with higher certainty. In the world of Web3, applications flow, but infrastructure is solid. #walrus $WAL @WalrusProtocol
Why is Walrus a must-have in the DePIN track of 2026?
In the competition of public chains in 2026, Sui has established its position with its extremely high concurrent performance (TPS). But if you take a closer look at Sui's ecological map, you'll notice an interesting phenomenon: all the games, social, and AI projects frequently mention the same name—Walrus.
This is no coincidence. If we compare Sui to a performance monster-level CPU, then Walrus is that essential 'infinite hard drive.'
Not just storage, but also the 'logistics center' for data.
Many investors' understanding of the storage track still lingers in the Filecoin era, thinking it's just about 'storing files.' But Walrus operates on a completely different dimension. It is specifically designed for 'Blob storage', a high-level form of handling unstructured data (such as NFT images, game resource packs, AI training videos).
By deeply integrating with Sui's Move language smart contracts, Walrus allows data not only to be 'stored' but also to 'move.' Developers can write logic on Sui to directly call data in Walrus for computation and interaction. This atomic-level synergy is an unmatched advantage that other independent storage public chains cannot compare to.
Cost-performance ratio is justice.
In the DePIN track, cost determines life and death. The erasure coding technology introduced by Walrus compresses storage costs to the extreme while ensuring data is stored in a decentralized manner and resistant to censorship. This is crucial for the booming on-chain AI agents. After all, no AI project wants to burn large amounts of funds on expensive storage fees.
Investment logic: The best Beta of Sui.
From an investment perspective, buying Walrus is essentially betting on the prosperity of the entire Sui ecosystem. The richer the applications on Sui, the more data is generated, leading to greater storage demands for Walrus, and consequently, more WAL tokens are burned and staked.
This is a typical 'associated' asset. While the market is still tangled over which application can succeed on the Sui chain, positioning Walrus as this underlying infrastructure is undoubtedly a choice with higher certainty. In the world of Web3, applications flow, but infrastructure is solid.
#walrus $WAL @Walrus 🦭/acc
The faster AI runs, the more valuable storage becomes: A deep dive into Walrus's infrastructure logic In the crypto bull market of 2026, the hype around AI has extended from 'computing power' to 'agents'. However, as rational investors, we need to look not only at where the excitement is but also at where the biggest bottlenecks are. When on-chain AI agents start processing complex video streams and high-precision 3D models, we find that the storage capacity of public chains has become the biggest bottleneck. This is the core reason why Walrus Protocol is severely undervalued by the market. Building the Amazon Cloud of Web3 Walrus has a very clear positioning: it is the 'infinite hard drive' of the Sui ecosystem. Built by the top team at Mysten Labs, it fundamentally addresses the deadlock of decentralized storage being 'expensive' and 'slow'. Unlike traditional storage projects that simply use a 'copy and paste' model, Walrus employs efficient erasure code technology. This not only leads to a dramatic drop in storage costs but also ensures high data availability. For developers looking to create AAA blockchain games or AI applications on Sui, Walrus is almost the only choice. Without it, Sui's high-performance advantages cannot be realized in data-intensive applications. More than just storage, it’s also value capture When investing in infrastructure projects, the biggest fear is 'having an ecosystem without token consumption'. However, Walrus's economic model is designed very shrewdly. The WAL token directly captures network value: users must pay WAL to store data, and nodes must stake WAL to earn rewards. This means that as the AI and gaming ecosystem flourishes, the demand for storage space will exponentially convert into purchasing power for tokens. This is a deflationary model supported by real business logic. Conclusion In a gold rush, those selling shovels are always the ones making the most profit. While all AI projects compete for traffic, Walrus is quietly providing the essential soil for their survival. Currently, Walrus is like the early AWS, which has not yet been widely recognized by the public. For investors who understand the logic of Layer 1 ecosystem explosions, now might be the best window for positioning in this foundational infrastructure. Capturing storage means capturing the ticket to enter the AI era. #walrus $WAL @WalrusProtocol
The faster AI runs, the more valuable storage becomes: A deep dive into Walrus's infrastructure logic
In the crypto bull market of 2026, the hype around AI has extended from 'computing power' to 'agents'. However, as rational investors, we need to look not only at where the excitement is but also at where the biggest bottlenecks are.
When on-chain AI agents start processing complex video streams and high-precision 3D models, we find that the storage capacity of public chains has become the biggest bottleneck. This is the core reason why Walrus Protocol is severely undervalued by the market.
Building the Amazon Cloud of Web3
Walrus has a very clear positioning: it is the 'infinite hard drive' of the Sui ecosystem. Built by the top team at Mysten Labs, it fundamentally addresses the deadlock of decentralized storage being 'expensive' and 'slow'.
Unlike traditional storage projects that simply use a 'copy and paste' model, Walrus employs efficient erasure code technology. This not only leads to a dramatic drop in storage costs but also ensures high data availability. For developers looking to create AAA blockchain games or AI applications on Sui, Walrus is almost the only choice. Without it, Sui's high-performance advantages cannot be realized in data-intensive applications.
More than just storage, it’s also value capture
When investing in infrastructure projects, the biggest fear is 'having an ecosystem without token consumption'. However, Walrus's economic model is designed very shrewdly.
The WAL token directly captures network value: users must pay WAL to store data, and nodes must stake WAL to earn rewards. This means that as the AI and gaming ecosystem flourishes, the demand for storage space will exponentially convert into purchasing power for tokens. This is a deflationary model supported by real business logic.
Conclusion
In a gold rush, those selling shovels are always the ones making the most profit. While all AI projects compete for traffic, Walrus is quietly providing the essential soil for their survival.
Currently, Walrus is like the early AWS, which has not yet been widely recognized by the public. For investors who understand the logic of Layer 1 ecosystem explosions, now might be the best window for positioning in this foundational infrastructure. Capturing storage means capturing the ticket to enter the AI era.
#walrus $WAL @Walrus 🦭/acc
The endgame of RWA is not simply about asset tokenization, but rather the "on-chain dark pool": a deep assessment of Dusk's core barriers In the RWA (Real World Assets) sector of 2026, the market has transitioned from the early "coin issuance frenzy" into deeper waters. When discussing the tokenization of government bonds and real estate, we often overlook a core contradiction that hinders the entry of trillion-dollar institutional capital: the deadlock between the transparency of public chains and financial business secrets. This is the fundamental logic of Dusk's existence and its greatest moat distinguishing it from other RWA projects. Transparency is a characteristic of DeFi but a nightmare for institutions. JPMorgan or BlackRock will never conduct large transactions on a completely transparent ledger. Once their positions and strategies are made public, they will immediately face the "front-running" of high-frequency trading bots and targeted market attacks. Therefore, as long as public chains cannot solve the "privacy" issue, RWA will forever remain a small-scale experimental field. Dusk provides a standard answer through its innovative "confidential smart contract" technology. It allows trading data to be verified on-chain, but specific amounts and strategies remain hidden from the public. This effectively builds a "dark pool" compliant with regulatory requirements on a decentralized network. For traditional financial institutions, this is the trading environment they are familiar with and willing to enter. Examining Dusk's implementation capability from NPEX The narrative of Dusk is not a castle in the air. Its integration with the regulated Dutch exchange NPEX is one of the few implementation cases in the RWA field. This is not just about the introduction of assets, but also about the interoperability of the "compliance framework." Through DuskTrade, traditional securities assets can be traded 24/7 on the blockchain while meeting the strict financial regulatory requirements of the EU. Iteration of investment logic As the DuskEVM mainnet matures, we are witnessing the birth of a new Layer 1 paradigm: it possesses the ecological compatibility of Ethereum, the confidentiality of privacy public chains, and the compliance of permissioned chains. In the current market environment, investing in Dusk is not just a bet on the RWA sector, but also a bet on the future of "compliant privacy" as a financial infrastructure. When the real flood of institutional capital arrives, Dusk will be the gateway that must be passed. #dusk $DUSK @Dusk_Foundation
The endgame of RWA is not simply about asset tokenization, but rather the "on-chain dark pool": a deep assessment of Dusk's core barriers
In the RWA (Real World Assets) sector of 2026, the market has transitioned from the early "coin issuance frenzy" into deeper waters. When discussing the tokenization of government bonds and real estate, we often overlook a core contradiction that hinders the entry of trillion-dollar institutional capital: the deadlock between the transparency of public chains and financial business secrets.
This is the fundamental logic of Dusk's existence and its greatest moat distinguishing it from other RWA projects.
Transparency is a characteristic of DeFi but a nightmare for institutions.
JPMorgan or BlackRock will never conduct large transactions on a completely transparent ledger. Once their positions and strategies are made public, they will immediately face the "front-running" of high-frequency trading bots and targeted market attacks. Therefore, as long as public chains cannot solve the "privacy" issue, RWA will forever remain a small-scale experimental field.
Dusk provides a standard answer through its innovative "confidential smart contract" technology. It allows trading data to be verified on-chain, but specific amounts and strategies remain hidden from the public. This effectively builds a "dark pool" compliant with regulatory requirements on a decentralized network. For traditional financial institutions, this is the trading environment they are familiar with and willing to enter.
Examining Dusk's implementation capability from NPEX
The narrative of Dusk is not a castle in the air. Its integration with the regulated Dutch exchange NPEX is one of the few implementation cases in the RWA field. This is not just about the introduction of assets, but also about the interoperability of the "compliance framework." Through DuskTrade, traditional securities assets can be traded 24/7 on the blockchain while meeting the strict financial regulatory requirements of the EU.
Iteration of investment logic
As the DuskEVM mainnet matures, we are witnessing the birth of a new Layer 1 paradigm: it possesses the ecological compatibility of Ethereum, the confidentiality of privacy public chains, and the compliance of permissioned chains.
In the current market environment, investing in Dusk is not just a bet on the RWA sector, but also a bet on the future of "compliant privacy" as a financial infrastructure. When the real flood of institutional capital arrives, Dusk will be the gateway that must be passed.
#dusk $DUSK @Dusk
🎙️ 唱聊开火箭🚀 Altcoins Waking Up… Are You Ready?
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Brothers, will you think I am being rude? I really don't mean anything else, just asking Why don't we first show good things to our parents?
Brothers, will you think I am being rude?

I really don't mean anything else, just asking

Why don't we first show good things to our parents?
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