Ox唯一信仰BTC

Recently, I came across $DUSK again and couldn't help but take a closer look. The current price is fluctuating between 0.085–0.09, having dropped over 10% in the last 24 hours and halved by 30% in 7 days. It feels a bit painful to watch, but I also think... opportunity? To be honest, Dusk is quite special as an L1. It's not as openly transparent as ETH or SOL, nor is it as secretive as a pure privacy coin like Monero. Its core principle is 'privacy + compliance': transaction amounts, who sent what, and contract statuses are all hidden using zero-knowledge proofs, invisible to the average person; but when regulators need to check, selective disclosure is possible, perfectly aligning with the EU MiCA regulatory requirements. In simple terms, it aims to be the 'privacy-secure channel' for TradFi on-chain, allowing institutions to confidently put real securities and bonds on the platform. The mainnet has already launched (earlier this year), and DuskEVM is also set to land in Q1, enabling developers to write privacy contracts directly using Solidity + MetaMask, significantly lowering the entry barrier. There's also the licensed exchange NPEX in the Netherlands, which plans to tokenize over €200 million in securities, and Chainlink is involved, making on-chain data reliable. The narrative sounds enticing: RWA + privacy + European compliance; aren't those some of the hottest buzzwords for 2026? However, the current market situation is indeed grim, with a market cap of just over 40 million dollars, ranking outside the top 400. From a dramatic rise of 200–400% at the end of last year to the current correction, many have taken profits while others are stuck. The trading volume is quite large, indicating that there are still players in the game, but the volatility is also frightening. This is how I see it: if you truly believe RWA will explode, and that privacy compliance is the direction of the future, and can withstand another potential halving, then averaging in at this price point with small positions isn't actually a loss, betting that institutions will come in to boost it after its launch (some in the community are calling for $0.5 or even $1, which I can't dare to imagine).