Something that doesn't get talked about enough with Dusk: the token math versus the token story are running on separate timelines.
The old vesting tranches finished long ago. What's left now is decades of staking emissions, still dripping new DUSK into circulation. Meanwhile the actual use case regulated securities settling on chain is still mostly theoretical. Institutions don't need to buy and hold DUSK to participate; they need it for gas and validator stakes, nothing more. So the people absorbing dilution and the people the network is built for aren't the same people.
What's kept me watching anyway is the DuskEVM work moving through testnet. If it lands cleanly, it opens the door for existing Solidity tooling to plug into a privacy native settlement layer instead of everyone rebuilding from scratch. That's less exciting than a headline partnership, but it's the kind of unglamorous infrastructure work that actually determines whether developers show up.
I keep landing on the same read: the tech is arguably ahead of the market it's meant to serve. The open question is just how long that gap holds before one side catches up to the other.
@Dusk_Foundation #dusk $DUSK
$AIO $CHIP
The old vesting tranches finished long ago. What's left now is decades of staking emissions, still dripping new DUSK into circulation. Meanwhile the actual use case regulated securities settling on chain is still mostly theoretical. Institutions don't need to buy and hold DUSK to participate; they need it for gas and validator stakes, nothing more. So the people absorbing dilution and the people the network is built for aren't the same people.
What's kept me watching anyway is the DuskEVM work moving through testnet. If it lands cleanly, it opens the door for existing Solidity tooling to plug into a privacy native settlement layer instead of everyone rebuilding from scratch. That's less exciting than a headline partnership, but it's the kind of unglamorous infrastructure work that actually determines whether developers show up.
I keep landing on the same read: the tech is arguably ahead of the market it's meant to serve. The open question is just how long that gap holds before one side catches up to the other.
@Dusk_Foundation #dusk $DUSK
$AIO $CHIP