#dusk $DUSK @Dusk I used to think Dusk’s biggest bet was simply putting privacy on a blockchain built for regulated finance.
After digging deeper, I’m not sure that’s the right way to look at it.
What caught my attention is the architecture.
DuskDS handles settlement and data availability. DuskEVM gives developers the familiar Ethereum environment. DuskVM is where applications can use Dusk’s deeper privacy and ZK capabilities. In other words, privacy is no longer just “what the chain is.” It can depend on where the application chooses to execute.
That creates an interesting trade-off.
EVM compatibility makes Dusk easier to build on, but the more activity moves toward the familiar EVM environment, the more important the boundary between compatibility and native privacy becomes.
Dusk says it can bring confidentiality into EVM applications too, including through Hedger, so this may eventually become less of a limitation.
But that leaves me with a question I haven’t seen discussed enough:
Is Dusk’s moat actually privacy itself, or is it the ability to make privacy, compliance and settlement work together without forcing developers to give up EVM compatibility?
Those are two very different moats.
After digging deeper, I’m not sure that’s the right way to look at it.
What caught my attention is the architecture.
DuskDS handles settlement and data availability. DuskEVM gives developers the familiar Ethereum environment. DuskVM is where applications can use Dusk’s deeper privacy and ZK capabilities. In other words, privacy is no longer just “what the chain is.” It can depend on where the application chooses to execute.
That creates an interesting trade-off.
EVM compatibility makes Dusk easier to build on, but the more activity moves toward the familiar EVM environment, the more important the boundary between compatibility and native privacy becomes.
Dusk says it can bring confidentiality into EVM applications too, including through Hedger, so this may eventually become less of a limitation.
But that leaves me with a question I haven’t seen discussed enough:
Is Dusk’s moat actually privacy itself, or is it the ability to make privacy, compliance and settlement work together without forcing developers to give up EVM compatibility?
Those are two very different moats.