نشر
--صاعد
T E S L A MUSK
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صاعد#dusk $DUSK @Dusk Last night, I studied Dusk’s on‑chain metrics after their long‑awaited mainnet launch. Quiet, without explosive hype. The team has been selling the narrative of a confidential L1 blockchain for institutional RWA to the market for years. On paper, the zero‑knowledge (ZK) architecture under MiCA compliance looks monumental.
But something else catches the eye: how little of this narrative is reflected in real network activity. TVL is thin, major players are in no hurry to park capital here, and Dusk is still valued in advance for old promises rather than for proven demand. The tokens are used for staking and gas, but we don’t see a strong “feedback loop” with real business. The weak point here is liquidity. Cool private on‑chain securities settlements are meaningless if the secondary market is empty. Will institutional volume close the gap between the attractive roadmap and the numbers on the screen? The real test of Dusk will only begin now. Real acceptance, not new announcements.
$ACE $AKE
But something else catches the eye: how little of this narrative is reflected in real network activity. TVL is thin, major players are in no hurry to park capital here, and Dusk is still valued in advance for old promises rather than for proven demand. The tokens are used for staking and gas, but we don’t see a strong “feedback loop” with real business. The weak point here is liquidity. Cool private on‑chain securities settlements are meaningless if the secondary market is empty. Will institutional volume close the gap between the attractive roadmap and the numbers on the screen? The real test of Dusk will only begin now. Real acceptance, not new announcements.
$ACE $AKE
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