If, in the future, a large amount of institutional assets really enters @Dusk , can it actually benefit from this growth wave?
Pay attention! Pay attention! Pay attention!
What I’m asking here is not: “Does Dusk have a chance to become the leading project in the RWA track?”
Nor is it: “Can $DUSK go up 10x?”
What I truly care about is: After institutions come in, will their Token demand really increase? That’s the thing investors should care about.
Because in Crypto, people easily assume that if a project has real business, the Token must go up. In reality, it’s not that simple. A company making money doesn’t necessarily mean its stock will rise. Having users doesn’t necessarily mean the Token will rise. Having assets on-chain doesn’t necessarily mean the native Token will capture the value.
So when studying Dusk, I actually put “Token value capture” at the very top.
In Dusk’s current design, DUSK is not a souvenir asset hanging outside the ecosystem.
It is the network’s native asset itself.
Staking needs it.
The network’s Gas needs it.
Settlement needs it.
The operation of DuskEVM and DuskVM also revolves around DUSK. The official materials clearly define DUSK as the unified native Token across the entire multi-layer architecture.
This implies something very important:
If Dusk truly sees large-scale usage, in theory, Token demand has a chance to grow along with it.
But I still want to add one more thing: in theory.
Because the real flywheel has to get running.
So now, with $DUSK trading around $0.06, at this price, it’s already made me willing to seriously observe its fundamentals. Because for low market-cap projects, the biggest appeal has never been “falling less” or “dropping more.”
Once real business actually gets going, the market’s original valuation models might be completely inadequate. Of course, the opposite is also true: if the business can’t take off, $0.06 could become $0.05. And $0.05 could become $0.03.
So my biggest assessment of DUSK right now isn’t simply bullish or bearish.
It’s whether it has already entered a stage where fundamentals are worth watching—and whether they can catch up to the valuation, in a reverse way.
If, in the future, data starts to prove that: people really use Dusk. There really are assets. There really is trading. And it really generates fees. And that growth ultimately truly flows through to DUSK demand.
Then at that point, I might feel that: $0.06 isn’t cheap—it’s just that the market at the time hadn’t fully realized how much it’s worth.
#dusk
Pay attention! Pay attention! Pay attention!
What I’m asking here is not: “Does Dusk have a chance to become the leading project in the RWA track?”
Nor is it: “Can $DUSK go up 10x?”
What I truly care about is: After institutions come in, will their Token demand really increase? That’s the thing investors should care about.
Because in Crypto, people easily assume that if a project has real business, the Token must go up. In reality, it’s not that simple. A company making money doesn’t necessarily mean its stock will rise. Having users doesn’t necessarily mean the Token will rise. Having assets on-chain doesn’t necessarily mean the native Token will capture the value.
So when studying Dusk, I actually put “Token value capture” at the very top.
In Dusk’s current design, DUSK is not a souvenir asset hanging outside the ecosystem.
It is the network’s native asset itself.
Staking needs it.
The network’s Gas needs it.
Settlement needs it.
The operation of DuskEVM and DuskVM also revolves around DUSK. The official materials clearly define DUSK as the unified native Token across the entire multi-layer architecture.
This implies something very important:
If Dusk truly sees large-scale usage, in theory, Token demand has a chance to grow along with it.
But I still want to add one more thing: in theory.
Because the real flywheel has to get running.
So now, with $DUSK trading around $0.06, at this price, it’s already made me willing to seriously observe its fundamentals. Because for low market-cap projects, the biggest appeal has never been “falling less” or “dropping more.”
Once real business actually gets going, the market’s original valuation models might be completely inadequate. Of course, the opposite is also true: if the business can’t take off, $0.06 could become $0.05. And $0.05 could become $0.03.
So my biggest assessment of DUSK right now isn’t simply bullish or bearish.
It’s whether it has already entered a stage where fundamentals are worth watching—and whether they can catch up to the valuation, in a reverse way.
If, in the future, data starts to prove that: people really use Dusk. There really are assets. There really is trading. And it really generates fees. And that growth ultimately truly flows through to DUSK demand.
Then at that point, I might feel that: $0.06 isn’t cheap—it’s just that the market at the time hadn’t fully realized how much it’s worth.
#dusk