80000u is the attention stash I built up after observing the RWA track for three months. After looking around, the projects that truly made me follow with real money aren’t the story-driven ones—it’s the “license + chain” combo like DUSK.

First, the institutional signals: NPEX is a licensed exchange in the Netherlands (MTF + broker license). Dusk has held a 10% stake since 2020—this isn’t something they just picked up on a whim. This year, the planned Dusk Trade will move €300M+ in security tokens on-chain; the first phase already includes a BlackRock money market fund, with a base of 20,000+ investors. Quantoz’s euro stablecoin, EURQ, has also been integrated.

Next, the retail side: total supply is 1 billion, and the initial 500 million are already fully unlocked—no looming risk of a massive future unlock. Staking requires at least 1,000 tokens (about $60) to participate, with roughly 12% annualized returns.

I’ve also written down the risks: in January, the bridge wallet was hacked, losing about 17,000 tokens. After a 422% surge in January, the current price is $0.06—still 94% away from its ATH of $1.16. So in my 80000u, I only put 20000u into staking; the rest I’ll decide once Dusk Trade is truly live.

@Dusk $DUSK #dusk