#dusk $DUSK @Dusk

【Uncle’s Scribbles】DUSK moved from 0.06 to 0.075—no averaging up, and no selling. Here’s why

Hello readers, I’m the coin-research uncle.

Over the past few days, DUSK has gone from just above 0.06 to around 0.075, up more than 20%. The kind of market like this makes it easiest to ask yourself one question: should I average up? My answer is no. I’m not selling, and I didn’t add—those 5,000 coins, one by one, haven’t moved. Today I’ll explain why.

1. My caution toward the rebound is learned from losses

Back in January, I called it a hundredfold at the time, made money on paper, then gave it all back. The most expensive lesson I learned was this: when prices rise, it’s the easiest to mistake luck for actual skill. Now that I’m seeing green fading, my first reaction isn’t excitement—it’s to ask whether the fundamentals have changed. These days Bitcoin is above seventy thousand, the whole market is moving, and DUSK is just moving along with it; it hasn’t suddenly done anything extraordinary on its own.

2. What I learned in a pharmaceutical plant: when patients improve, it’s the easiest time to mess up by adding more medicine

When data moves in a better direction, the host’s instinct is to increase the dosage. But you can’t tell whether the improvement is due to the drug’s effect or just natural fluctuations. If you add more at that moment and something goes wrong, you won’t even be able to figure out the cause. So the rule is: if the predefined indicators don’t hit the target, you don’t move.

3. The three indicators I set for DUSK have nothing to do with coin price

First, whether the securities on the NPEX side are truly trading on-chain, not merely registered there. Second, whether that DLT-TSS license has arrived. Third, after DuskEVM goes live, whether real third-party applications are actually running on top of it.

If any one of these changes, then I’ll consider adding. Candlesticks going up don’t count as a reason.

4. So why I’m not selling either

Because the reasons for selling must be equally solid. At the start, I bet on the path of “compliant securities being tokenized on-chain.” That path is still in motion, so I have no reason to sell. Something with a market cap of over thirty million USD is naturally volatile—it’s something you judge based on its long-term position. A 20% rise or fall doesn’t make for a compelling story.

I’m not saying you should just hold it forever without thinking. I mean entries and exits should both have conditions—don’t decide your mood based on the color of the light. I’m not smart enough; I can only protect myself with rules. The above is just my personal rambling, not investment advice. Do your own homework, everyone.