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$DUSK There are privacy projects that try to hide everything. Dusk seems interesting to me precisely because its proposal goes in a different direction: trying to combine privacy with the requirements of regulated financial markets.
The idea of using selective disclosure is important. In a real financial infrastructure, you don't always need everyone to see all the information, but you also can't assume that nobody will be able to verify anything. That balance between confidentiality, transparency, and compliance is probably one of the hardest problems to solve if blockchain wants to truly enter traditional markets.
Dusk is building around that thesis, with a Layer 1 focused on regulated assets, confidential smart contracts, and tools designed to facilitate the tokenization of financial instruments. On paper, it makes a lot of sense.
But technology alone doesn't guarantee adoption. The real test will be to secure issuers, liquidity, and real activity. In this space we've often seen projects with an interesting architecture that never manage to generate enough usage to justify the narrative.
That's why I think $DUSK is a project worth watching rather than declaring a winner. If it manages to turn its privacy and compliance focus into financial applications that are truly used, the thesis could become much more compelling.
The market often rewards fast-moving narratives. Dusk is betting on something far less flashy: building infrastructure for a type of user who likely needs more privacy, but also many more guarantees.
The question isn't whether the problem exists. It does.
The question is whether Dusk manages to become one of the networks that actually solves it.
It’s losing the accumulation zone and this should accelerate the fall toward the $0.92 support, although I don’t rule out that it will drop to $0.83, which is the next important accumulation zone ⚠️ #XRP