I'll say something that might get disagreement — $DUSK isn't competing with other privacy coins, it's competing with the entire idea that RWA and privacy can't coexist on the same chain.
Most people still lump privacy-focused chains into one category, but there's a real difference between "hide everything" privacy and "selective disclosure" privacy.
Institutions don't want full anonymity, they want the ability to prove compliance without exposing every transaction to the public.
That's the lane @Dusk_Foundation Foundation is actually building in, and it's a much harder problem to solve than most people give it credit for.
Where I push back on my own bullish take — building the tech is one thing, but getting actual institutions to migrate real assets onto new rails is a multi-year process, not a multi-month one.
So if anyone's expecting fast, visible adoption numbers, I think that's the wrong timeline to hold this against.
What I keep coming back to is this: $DUSK's price will react to sentiment in the short term, but the thing that actually determines whether it matters in 2-3 years is whether real institutional volume shows up on-chain.
That's the metric I'm watching, not the weekly chart. $DUSK #dusk
Genuine question — do you think "selective disclosure" privacy is actually solvable at scale, or is it more of a marketing term until proven otherwise?
#dusk $DUSK @Dusk
Most people still lump privacy-focused chains into one category, but there's a real difference between "hide everything" privacy and "selective disclosure" privacy.
Institutions don't want full anonymity, they want the ability to prove compliance without exposing every transaction to the public.
That's the lane @Dusk_Foundation Foundation is actually building in, and it's a much harder problem to solve than most people give it credit for.
Where I push back on my own bullish take — building the tech is one thing, but getting actual institutions to migrate real assets onto new rails is a multi-year process, not a multi-month one.
So if anyone's expecting fast, visible adoption numbers, I think that's the wrong timeline to hold this against.
What I keep coming back to is this: $DUSK's price will react to sentiment in the short term, but the thing that actually determines whether it matters in 2-3 years is whether real institutional volume shows up on-chain.
That's the metric I'm watching, not the weekly chart. $DUSK #dusk
Genuine question — do you think "selective disclosure" privacy is actually solvable at scale, or is it more of a marketing term until proven otherwise?
#dusk $DUSK @Dusk