Nathalia90

When discussions about privacy pathways reach a critical point, they always get stuck in a deadlock: the more advanced the technology, the harder it is to operate within the real financial system. Regulation, audit, and compliance become three obstacles that must be faced; total anonymity often equates to the inability to scale. This long-ignored contradiction becomes an entry point for Dusk.

Interestingly, Dusk does not follow the path of "anonymity above all else". Instead, from the real need for financial assets, they design a foundational architecture focused on securities, bonds, and other regulatory-compliant assets. They do not seek to hide everything, but rather ensure that privacy can be used reasonably within the framework of rules. This is what Dusk often refers to as "selective disclosure" — transaction details are protected, but compliance can still be verified when necessary. It appears controlled, yet is actually a pragmatic choice.

Transforming "Digital Dollar" into money that can truly be used: The Reality Check of Plasma in My View Considering Plasma as another chain that merely "self-entertains in a decentralized manner" will quickly be choked by reality. A more accurate understanding is: it is doing something very pragmatic—using stablecoins as the basic infrastructure for everyday payments and settlements, rather than forcing everything that can be done by the chain all at once.

Measuring whether a public blockchain can survive in the long run, I think there is a simple and rough way—by seeing if users still want to use applications on top of it every day, even if they do not understand blockchain at all.

The Vanar strategy actually comes from a reverse thinking of this question.

By closely observing its operational logic, we will find an interesting phenomenon: they do not make blockchain technology the main character in their story at all. Instead, they focus on three aspects of the real world that are already functioning—games, entertainment, and brands. This pattern seems to say: rather than wasting time educating users about what Web3 is, it is better to present an extraordinary product experience so that people have a reason to open it every day. The role of blockchain? Providing a stable platform for this experience, that’s it.

Walrus is a data marketplace development platform that empowers the AI era, committed to making the world's data reliable, valuable, and manageable. Built on the Sui chain, Walrus provides data storage at a reasonable cost, access anytime and anywhere, efficient read-write performance, and data verification. This platform supports various types of data such as websites, images, documents, music, ledger data, podcasts, datasets, videos, and blockchain archives. Walrus has collaborated with several ecosystem projects such as Decrypt, Talus, Itheum, Linera, and others, to provide solutions in the fields of AI, data economy, DeFi, content, and media. The Walrus Foundation has secured funding of @E4@ 140 million from Standard Crypto and a16z, to support the development of a high-speed storage network. Recent important news about WAL:1️⃣ Grayscale Trust product launched to support institutional placement Grayscale launched the WAL Sui Protocol trust product, marking WAL's recognition by major asset management institutions. The launch of this institutional-grade trust product provides a regulatory-compliant participation pathway for professional investors, helping to attract more institutional funds and supporting the token price increase.2️⃣ Exchange ecosystem expansion increases liquidity Token WAL has been traded on several major platforms, and the expansion of the exchange ecosystem significantly enhances market liquidity. The 24-hour trading volume of $58.7 million reflects increased investor participation, and the improved liquidity helps the price discovery process run optimally.3️⃣ AI data marketplace outlook drives valuation increase As a data storage and management platform designed for the AI era, Walrus positions itself as the data infrastructure for the AI era. With the rapid development of AI applications, the need for reliable and efficient data storage is increasing. The long-term growth potential of this pathway attracts market attention and becomes a key fundamental factor supporting the recent price increase.

January 19, 2024, in the context of accelerating rotation within the privacy currency sector, several investors who missed the rise of XMR and DASH are beginning to shift their attention to smaller market capitalization privacy projects, DUSK. However, despite the price performance showing strength, on-chain data has sent signals that need to be heeded. Recently, privacy currencies with larger market capitalizations have generally been considered to have entered a relative saturation stage, limiting additional upward space, and funds are shifting to assets with medium and small market capitalizations. DUSK has emerged as a winner in this context. In mid-January, amidst the correction of Bitcoin and the weakening of the majority of altcoins, DUSK experienced an increase of about 40% in one day, breaking through the price of $0.22, and recording a new all-time high since early 2025. Since the beginning of 2026, the cumulative increase of DUSK has more than quadrupled, and trading activity has significantly increased. From a fundamental perspective, the main focus on DUSK lies in its privacy technology. This project combines zero-knowledge proof and zk-SNARKs mechanism, allowing the concealment of transaction details while maintaining regulatory-compliant verification. This design is viewed by some investors as a solution to balance between "privacy needs" and "regulatory compliance," and compared to fully anonymous privacy currencies, DUSK has more tangible application space. Hein Dauven, Chief Technology Officer of Dusk Foundation, once stated that the structure of "privacy by default, traceable when necessary" helps meet the needs of institutional and corporate scenarios. Meanwhile, the rotation of external funds has also become an important factor driving the rise of DUSK. With funds flowing out of high market capitalization privacy currencies, DUSK, which has a market capitalization just above $100 million, becomes a target driven by sentiment and funds simultaneously, attracting many short-term speculators. However, on-chain data is beginning to indicate risks. Fund flow data from Arkham shows that on January 16 to 17, the inflow volume to the DUSK exchange significantly increased, with one day reaching over 6 million coins, marking a record high in almost a month. This is usually considered a signal that some early holders are beginning to realize profits. After a rapid rise, if selling pressure continues to increase, price volatility could significantly enlarge. In the privacy currency sector, funds concentrated on low market capitalization projects often emerge at the late stage of a particular market trend. Coupled with recent fluctuations in market sentiment, although DUSK remains a hot topic, the risk of buying at the peak is increasing, and investors need to pay attention to profit-taking and sentiment changes that could affect prices.

If it is said that traditional blockchain is a "ledger that only records", then Vanar aims to transform this ledger into an "intelligent brain that has thinking capabilities". Currently, most blockchains, whether Bitcoin or Ethereum, are only skilled in one thing: recording data—whether in the form of data hashes (like data fingerprints), or raw bytes, the data itself is static, smart contracts can only execute instructions mechanically, completely unable to comprehend the meaning behind the data. The most revolutionary breakthrough of Vanar Stack is through the Neutron semantic memory layer and the Kayon contextual reasoning layer, which allows the blockchain to transition from "automated ledger" to "cognitive coordination layer", thus truly possessing the ability to "understand" data.

Plasma: Bridging the Gap Between Gas Costs, User Experience, and Real Payments
When you try to pay for something 'small' on-chain and the fees, the wallet gives a warning, and the confirmation delays become the main event, you understand why crypto payments still feel like a demo rather than a habit. Most users don't stop because they hate blockchain. They stop because the first real interaction feels like friction stacked on top of risk: you need the 'right' gas token, fees change as you approve, transactions fail, and the person you're paying is just waiting. That's not a payment experience. That's retention leakage.

How Walrus Works: User Roles, Nodes, and Sui Layers
The first time you try to move large files through the crypto stack, you realize something that traders rarely discuss openly—blockchain is great at proving small facts, but real products live and die in moving messy large data. Images, videos, model checkpoints, audit archives, research PDFs, training sets, and logs are what people actually produce. If the system makes that data hard to store, expensive to retrieve, or unclear in ownership, users will quietly leave. Walrus fits into that practical gap. It doesn't aim to be another public chain. It seeks to make unstructured large data behave like something understandable, verifiable, and tradable in the market, without claiming that the data itself resides in the underlying layer's ledger.

Directly connecting 3 billion euros worth of securities to the “chain,” who will DuskTrade truly change the fate of?

A hard analysis of RWA that can be understood by retail, institutions, and regulators

【Satu】One news, three earthquakes

February 25, 2026, Amsterdam, Netherlands, Dusk Network together with the licensed exchange NPEX announced: DuskTrade will officially launch in June, and tokenized securities worth 3 billion euros will be traded simultaneously.

Once the news broke, the three-tier market began to “shake”:

In the Layer 1 blockchain race, another interesting player has emerged—Vanar Chain. This chain has big ambitions, wanting to position itself as the exclusive stage for games, AI, and brand applications.

In terms of technology, it appears robust. A transaction finality of 1.35 seconds is not considered slow among many L1s, and transaction fees that approach zero are a real advantage for large-scale applications. Coupled with carbon-neutral features, in the ESG trend, it also becomes an interesting topic.