#dusk $DUSK @Dusk Dusk's roadmap reads like a technology roadmap. Ship the confidential contract standard, ship the EVM layer, keep improving the cryptography. That's a normal way to plan if you're building a crypto network. I'm not sure it's the right model for how Dusk's actual target customers make decisions.
Retail crypto adoption tends to work through open discovery. Someone finds a better protocol, switching costs are low, and usage spreads because anyone can just show up and use it. Institutional finance doesn't move that way at all. A bank doesn't discover a settlement provider by browsing. It works through existing relationships, vendors it's already vetted, custodians it already trusts, compliance teams that take months to approve anything new.
NPEX ending up on Dusk almost certainly happened through direct partnership and negotiation, not because NPEX went shopping across chains and picked the best cryptography. That's how this category of adoption works everywhere, not a Dusk-specific issue. It's slow, it's relationship by relationship, and it doesn't compound the way open network effects do.
Which means good technology probably isn't the bottleneck here in the way "build it and they'll come" thinking assumes. Growth in this category looks less like a rising usage curve and more like occasional deals landing one at a time, however good the underlying infrastructure is.
That changes what I'd actually watch for next, and it isn't a chart.
$PROM
$TAC
Retail crypto adoption tends to work through open discovery. Someone finds a better protocol, switching costs are low, and usage spreads because anyone can just show up and use it. Institutional finance doesn't move that way at all. A bank doesn't discover a settlement provider by browsing. It works through existing relationships, vendors it's already vetted, custodians it already trusts, compliance teams that take months to approve anything new.
NPEX ending up on Dusk almost certainly happened through direct partnership and negotiation, not because NPEX went shopping across chains and picked the best cryptography. That's how this category of adoption works everywhere, not a Dusk-specific issue. It's slow, it's relationship by relationship, and it doesn't compound the way open network effects do.
Which means good technology probably isn't the bottleneck here in the way "build it and they'll come" thinking assumes. Growth in this category looks less like a rising usage curve and more like occasional deals landing one at a time, however good the underlying infrastructure is.
That changes what I'd actually watch for next, and it isn't a chart.
$PROM
$TAC
