#dusk $DUSK @Dusk If I ignore this month's price entirely, the question I actually want answered is different: what does the world need to look like in three or four years for Dusk's original bet to have been correct?
It isn't really about one milestone. It's a stack of them, and they build on each other.
The compliance and privacy tooling needs to keep working as designed, which so far it appears to. Beyond that, one small regulated exchange needs to become several, across more than one jurisdiction. A thesis resting on a single flagship partner isn't really a thesis yet. It's a pilot.
The apps built on top also need to multiply beyond a handful and, more importantly, remain used rather than launched and abandoned. And eventually, staking yield needs to be funded mostly by real network fees instead of the emissions schedule quietly doing the work.
None of these are exotic requirements. They're the normal things infrastructure projects have to clear on the way from an interesting idea to something people actually rely on.
What makes Dusk's version harder is that it's trying to clear all of them inside regulated finance, a category that moves slower and more cautiously than crypto usually rewards.
If even two or three of these things are true in a few years, the thesis holds up. If none of them are, the technology may have been right while the timing was wrong.
$TUT
$ZRO
It isn't really about one milestone. It's a stack of them, and they build on each other.
The compliance and privacy tooling needs to keep working as designed, which so far it appears to. Beyond that, one small regulated exchange needs to become several, across more than one jurisdiction. A thesis resting on a single flagship partner isn't really a thesis yet. It's a pilot.
The apps built on top also need to multiply beyond a handful and, more importantly, remain used rather than launched and abandoned. And eventually, staking yield needs to be funded mostly by real network fees instead of the emissions schedule quietly doing the work.
None of these are exotic requirements. They're the normal things infrastructure projects have to clear on the way from an interesting idea to something people actually rely on.
What makes Dusk's version harder is that it's trying to clear all of them inside regulated finance, a category that moves slower and more cautiously than crypto usually rewards.
If even two or three of these things are true in a few years, the thesis holds up. If none of them are, the technology may have been right while the timing was wrong.
$TUT
$ZRO
