2026-01-16 03:29:52

RWA has recently become a hot topic again, with various projects attaching labels to themselves. But honestly, after looking around, I can't help but feel a bit amused.

Many so-called RWA projects are just issuing some US Treasuries on-chain as proof, and that's it. Is this what you call RWA? Basically, it's just purchasing agents. Do the traditional financial giants—JPMorgan, BlackRock—lack purchasing channels like this? What they truly need is a system that allows them to operate their full business securely and compliantly on the blockchain.

That's why I am so persistent about Dusk. While everyone else is talking about technical indicators, Dusk is seriously solving the problem of "compliant privacy."

Looking at it from another angle: you are a fund company. Would you dare to operate directly on Ethereum? Your trading strategies and holdings are fully transparent to retail investors on the chain. What about Monero? Regulators can trace you instantly. Dusk aims to solve exactly this dilemma—your trading strategies remain hidden from competitors, but compliance departments have a complete and traceable data chain.

It may not sound very sexy or cool. But this is exactly what the folks on Wall Street—dressed in sharp suits—really care about. I don’t expect Dusk to become the next Ethereum; as long as it can serve as the "digital infrastructure" for Europe’s financial ecosystem, its current price is already ridiculously cheap.

Honestly, holding Dusk isn’t an easy ride.

Watching Meme coins hit daily limit-ups, new projects popping up all over the Solana ecosystem, while Dusk in my hand feels frozen, stuck at the bottom. During late-night monitoring, my mouse has moved to the sell button more than once, and countless thoughts flash through my mind: I should chase the hot projects; this one has no chance. But every time, I end up holding back.

DUSK2,52%

ETH2,11%

MEME1,36%

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LiquiditySurfer

· 01-18 23:39

The compliance and privacy logic indeed hits the mark, but the real question is... Isn't it more appealing for those Wall Street folks to build their own chains instead of using yours?

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MevHunter

· 01-16 22:33

Compliance and privacy have indeed been seriously underestimated, but honestly, there's a reason why Dusk's current price is so low... the market just isn't buying into this approach.

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GasGuzzler

· 01-16 03:58

To be honest, I agree with this statement. Most RWA projects are indeed just rebranded purchasing agents with nothing new. But this idea of Dusk, hmm... maybe it's really underestimated. Meeting compliance and privacy at the same time is truly what Wall Street really needs. It's just that holding this kind of asset is too exhausting; every day watching others' Meme coins soar, it's hard to keep a stable mindset.

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ForumMiningMaster

· 01-16 03:43

You make a lot of sense, but is it really possible to wait until those folks on Wall Street take a liking to it? That's the key. Honestly, holding unpopular projects is indeed tough. I understand the feeling of watching Meme coins take off. However, I agree with your logic. Privacy plus compliance is a set that no one has really done, and in the long run, it's worth taking a gamble.

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TokenVelocityTrauma

· 01-16 03:42

Actually, I get the logic here, but the question is, will that bunch on Wall Street really use Dusk? It still feels more like an imagination than reality. It makes sense, but watching the coins in your hands drop helplessly, the mindset really collapses. Meme coins can earn ten times, and Dusk is waiting for the right moment—who can handle this kind of gamble? Compliance and privacy sound lofty, but before the product is out, it's all just stories. It's still about the founders' execution ability. The bottom is indeed cheap, but I just don't know how much further it can fall—that's the hardest part to endure. Honestly, Dusk's logic isn't flawed, but good logic and making money are two different things. That's where I get tangled. RWA projects with purchasing agent models are indeed a bit ridiculous, but Dusk shouldn't be overhyped either. Real volume growth still needs time to prove. What’s hard is not knowing when this thing will take off, but unwilling to cut losses—typical high-position believer's way of life.

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RugResistant

· 01-16 03:40

That's right. Currently, there are a lot of low-quality RWA projects, just like purchasing agents in disguise. The ones that truly address compliance and privacy are the real necessities. Dusk may not be sexy, but it's reliable. Holding Dusk is indeed a test of patience, watching others surge ahead while you remain stagnant. But in the long run, this is the correct approach in terms of mechanism design. I can't help but ask, are you using leverage or just holding spot? This logic makes sense. The folks on Wall Street want infrastructure that can be both anonymous and auditable, not some secondary market toy. The bottom price is indeed so cheap it gives people goosebumps. Staying up late watching the market and still having the nerve to press the sell button shows you don't really believe in this stuff, haha. As I always say, meme's limit-up and the future of real infrastructure are both gambles, but the betting methods are different. I'm also a Dusk bagholder. Your analysis really hit home for me. I'm just waiting for the day Wall Street finally reacts.

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MEVHunterWang

· 01-16 03:31

Laughing out loud, still the same old story, true financial infrastructure is never sexy. Right now, there's a proliferation of purchasing agents, but when Wall Street finally gets on board one day, these folks will realize what it means to miss out.

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