honestly dusk is one of those ones i keep circling back to and not pulling the trigger on. the tech is legit interesting, they built this whole thing so you can tokenize actual securities and keep the pricing/counterparty info hidden but still prove compliance through zk proofs, so like a fund could use it and not leak their whole book to competitors while still being able to show a regulator "yes this is legit." problem is zk proofs are compute heavy and kinda slow to generate, so if you're picturing actual trading volume moving through this thing at any real speed i'm not convinced it holds up, and nobody's really proven regulators are gonna accept these proofs as real compliance evidence in practice, that's still just assumed

and then there's the classic thing where institutions won't touch it without volume already being there but you can't get volume without institutions showing up first, dusk isn't special in that regard, every chain chasing this same "compliant privacy for tradfi" angle runs into the same wall, aztec and aleo are kinda circling the same idea too. the finality stuff is actually solid, they don't do the "probably confirmed" nonsense, but solid tech doesn't automatically mean adoption, so honestly it's a watch-not-buy for me right now, i wanna see if any real fund or institution actually pushes serious volume through XSC before i'd

#dusk $DUSK @Dusk