MohammedMurtuza

Kā mēs virzāmies tālāk 2026. gadā, decentralizētas datu glabāšanas pieprasījums ir pārgājis no "patīkamiem" uz būtisku nepieciešamību. Tradicionālās mākoņu risinājumi ir apgrūtināti ar centralizācijas riskiem, kamēr agrīnie blokķēdes glabāšanas risinājumi bieži cīnās ar augstām izmaksām un lēnu atgūšanu. Šeit @Walrus 🦭/acc iejaucas, lai pārdefinētu ainavu.
Sarkanais lietas priekšrocība
Walrus būtība ir tās patentētā Sarkano lietu kodēšanas tehnoloģija. Atšķirībā no mantojuma protokoliem, kas paļaujas uz masveida replikāciju (dažreiz līdz 20x), Walrus izmanto 2D dzēšanas kodēšanas algoritmu. Tas ļauj failiem — vai "blobi" — tikt rekonstrukcijai, pat ja līdz divām trešdaļām glabāšanas mezglu izslēdzas. Šī efektivitāte nodrošina replikācijas koeficientu tikai ~4.5x, padarot to ievērojami rentablāku nekā tās priekšgājēji, saglabājot institucionāla līmeņa izturību.

​The long-standing debate in blockchain has always been: Privacy vs. Compliance. For years, it seemed you couldn't have both. You either had fully transparent chains that institutions avoided due to trade secret leaks, or "dark" coins that regulators banned.

​Enter @dusk_foundation.
​With the Mainnet officially live since January 7, 2026, $DUSK has moved from a visionary concept to the leading infrastructure for Real-World Assets (RWA). Unlike generic Layer 1s, Dusk is built from the ground up to be the "Shielded Ledger" for institutional finance.

​Key Pillars of the Dusk Ecosystem

​DuskEVM & Solidity Compatibility: Launched in early 2026, the DuskEVM allows developers to use familiar Ethereum tools while benefiting from native privacy. Contract states remain confidential, meaning you can build a DEX where your order book isn't public, preventing front-running while staying auditable.​The NPEX Partnership: This is no "pilot" project. Dusk is powering the tokenization of over €300 million in securities for the Dutch stock exchange, NPEX. This is actual, regulated issuance under the EU’s MiFID II and MiCA frameworks.​Chainlink Integration: By using Chainlink CCIP and Data Streams, Dusk ensures that regulated assets can move cross-chain securely while maintaining a steady flow of high-integrity market data.​Dual-Transaction Model: Dusk utilizes Phoenix for fully shielded transactions and Moonlight for transparent, auditable compliance. It’s the best of both worlds—privacy when you want it, compliance when you need it.
​Tokenomics & Long-Term Vision

​The $DUSK token is the fuel for this machine. It handles gas fees, fuels the Hyperstaking rewards for those securing the network via the SBA (Segregated Byzantine Agreement) consensus, and serves as the primary asset for RWA collateralization.

​With a capped supply and a 36-year issuance cycle, the economic model is designed for stability rather than hype. In a 2026 market that values utility over speculation, @Dusk is proving that the most valuable "killer app" for blockchain is Regulated Infrastructure.

​#dusk #RWA #ZKP #Privacy #BlockchainCompliance

Kāpēc
ir Nākotne institucionālajai finansēm un RWA.

Blockchain industrija pāriet no tīri spekulatīviem aktīviem uz reālo aktīvu (RWA) tokenizāciju. Tomēr tradicionālās iestādes ir saskārušās ar lielu šķērsli: platformas trūkumu, kas piedāvā gan privātumu, gan regulatīvo atbilstību. Tieši šeit @dusk_foundation un tās vietējā monēta Dusk nāk spēlē.
Publiskā grāmata: problēma.
Lai banka vai regulēta akciju birža varētu pārvietot aktīvus uz ķēdes, tām nevar būt redzamas to darījuma summas, dalībnieku identitātes vai īpašās stratēģijas visai pasaulei. Lielākā daļa Layer-1 blockchain ir "caurspīdīgas pēc noklusējuma", kas ir darījuma pārtraukums institucionālajai finansēm.

Dusk Network was a secretive collaborative project that expanded into one of the most intriguing projects in early 2026 that combines regulated finance and blockchain technology. Most blockchain narratives begin with a price or hype of tokens, but the development of Dusk seems to be purposeful and gradual and infrastructure-oriented. Since the beginning of its mainnet release through minor updates and rollouts in line with the rules, this project is no longer a mere thought experiment but rather a solid foundation of the future financial markets.

Dusk was developed to make regulated financial services, particularly real-world assets, accessible to public blockchains to address an issue that most blockchains have not addressed: how to make un-sovereign actions private enough to support real markets, but open enough to allow regulators to audit. With years of hard work, the mainnet of Dusk became operational in January 2026, and it had actual privacy and compliance. This was not a pompous introduction, but it signified the seriousness of its mission which is to create infrastructure that can be trusted by institutions.
However, in contrast to most privacy-marketing based projects, Dusk considers privacy as a necessity of controlled processes, particularly, when it comes to large and sensitive transactions and asset transfers. This is the method that is appropriate to the requirements of financial operators as open trade disclosures and public blockchain mempools are just not applicable to institutional capital markets.
Mainnet Maturity -- Why Boring Builds Trust.
Dusk atmosphere, in late January, 2026, is quite tranquil as compared to other blockchain launches. Block production is stable, developers are building and nodes are not as dramatic in crypto. They can be a bore but institutional finance is reliability and predictability more than hype. Actually, the dull manner in which Dusk is upgrading the infrastructure and maintaining the network stagnant indicates a transition between startup vigor and actual delivery of the system.

A major component of it is the support of regulated stablecoins such as EURQ of Quantoz as part of the system. It is not a mere euro coin, but an MiCA-conforming electronic money token (EMT) which provides regulated settlement rails in line with the European law. That is to say that Dusk is not merely facilitating the existence of abstract assets; it is building payment layers that are in compliance with current financial rules.
Software upgrades are also included under the calm strategy. Ahead of the general release, DuskDS (the foundational settlement layer) was made data available and faster, meaning that subsequent layers, such as DuskEVM, would be efficient and with a finality that can be predicted. These mid-2025 upgrades also precondition the compatibility of EVM and assist institutional developers in entering the network.
Beyond Privacy: Authoritative Market Data and Signals of Compliance.
One aspect of Dusk that is hardly ever discussed by the mainstream world but has significant implications to institutional users is the incorporation of formal exchange data feeds. Price feeds and market data are not divinations in controlled markets, but are relied-upon inputs that are used in settlement, margin calls, accounting and compliance verification. The reliance on trusted price feeds on-chain is enabled in a compliant manner by the application of verified market data using Chainlink and DataLink services, by Dusk. This is not DeFi speculation, but rather financial markets based on correct, auditable sources of data.
This latest integration of data makes Dusk an integration between market infrastructure and settlement engines, instead of a simple application-oriented blockchain. Institutional adoption requires secure and auditable market data, and the fact that Dusk is eager to develop it into its system is a major distinguishing factor.
NPEX Regulated Asset Workflow and dApp.
In Q1 2026, Dusk will release the regulated trading dApp offered by NPEX. The app will put tokenized securities a sum of over 300 million euros at first onto the chain of Dusk under the present regulations and licenses of NPEX. This will be an experiment as to whether Dusk can shift actual institutional money, and not merely ideas.
Should it succeed, this would demonstrate that regulated markets could be carried out on their public, permissionless networks when privacy, compliance and verified data are architected in at the protocol level.
EVM Compatibility and Expansion of Developers.
DuskEVM is an EVM compatible layer that will be deployed in 2026. It connects Ethereum developers to privacy and compliance solutions of Dusk, allowing most of the existing dApps to be deployed with minimal effort when privacy and data links are added.
This is strategic. It is a combination of the high developer count of Ethereum and enterprise-level features of Dusk. Financially, it reduces the cost of adoption since the developers do not have to learn a new system, only acquire new alternatives.
Market Signals Performance: Rising Interests.
The market has been interested despite the fact that Dusk is an institution-oriented product. However, privacy token enthusiasts and those interested in non-violating infrastructure could be paying attention to both of these events because in early 2026, the DUSK token spiked, surpassing significant levels, and made large volumes of trade.
This is beyond conjecture. It is a part of a larger trend: investors are shifting to projects that bring actual utility, and that are blockchains that do real financial work, and not a narrative.
Signals in institutions: Stablecoins and Custody.
The adoption of regulated stablecoins and identity tools by Dusk indicates that it has an intuition of institutions. Regulated settlement routes are offered through stablecoins like EURQ and smart identity systems can address AML and KYC requirements without treating the public chain with personal information.
All these facts prove one major thesis: privacy cannot be ideal in case the chain is used in controlled markets. Rather, privacy should be strategized, visible and accountable- and this is what Dusk is designing.
What This Means: Pathways of Institutional Adoption.
To invest into a blockchain, institutions require:
* Protocol-based regulatory compliance.
* Auditable market data
* Finality of settlements predictable.
* Tools such as EVM compatibility in the developer.
Rails considered by law as settlement.
At this moment, dusk strikes all these. Dusk combines programmable finance with enterprise risk control, unlike most projects that are focused on privacy or DeFi stories, which regulated markets require in order to operate on-chain.
Issues to Be faced: Adoption, Liquidity, Demonstration.
Despite its excellent infrastructures, Dusk has actual issues. Organizations do not change immediately. Markets require real issuance, flows of trading, and assets.
Adding tokenized assets and the launch of the NPEX dApp will be a major test.
Liquidity remains difficult: to trade on-chain, institutions require deep pools and reliable counterparties. The broader crypto market will influence perception; volatility may draw the technology in place out of advancement.
Findings: Over Hype about Infrastructure.
The difference between Dusk and other projects in 2026 is that it is not hype but a real-life construction project. Its primary net is full-fledged, it has regulatory connections, live data feeds, and apps appearing soon-to-launch, demonstrating it is not a speculation network.
Provided Dusk demonstrates that tokenized controlled assets can resolve, trade and be audited on-chain without affecting their privacy or compliance, it will have achieved more than a blockchain, it will have established a new market base.
The following sections of this tale are not concerning the hype in the short term. They are hard labor to get actual financial tools on programmable chains. That is an improvement that will revolutionize the way markets operate.
#dusk @Dusk
$DUSK

If you’ve been watching DUSK lately and wondering why it can randomly wake up while most “privacy coins” stay sleepy, here’s the cleaner framing that makes the price action make more sense. Dusk isn’t really selling privacy as a vibe. It’s selling privacy as plumbing for markets where people actually get sued if they do things wrong. That’s a different buyer, a different timeline, and a different way to value the network.
Right now, the market is treating DUSK like a small cap token that can’t decide if it’s dead money or a sleeper. As of February 1, 2026, it’s around $0.10 with roughly ~$20M+ in 24h volume and a market cap around ~$50M. That’s not “nobody cares.” That’s “enough liquidity for traders to play it, not enough conviction for size to camp.” And if you look at the recent tape, you can see why. Late January printed a pop above $0.20 on some venues, then it cooled again.
My thesis is simple: Dusk is trying to become a privacy-market layer for regulated assets, not a general-purpose chain with a privacy feature bolted on. Think of it like building an exchange where the order book doesn’t doxx every participant, but regulators can still verify the market isn’t a laundering machine. That’s the niche. If you’re looking at Dusk like it’s competing with “fast L1s,” you’ll miss what it’s aiming at.
Here’s what Dusk actually is under the hood, in plain trader terms. It’s a Layer 1 designed to run financial apps where confidentiality is required, but compliance is non-negotiable. Their own docs are pretty explicit about the target: confidentiality via zero-knowledge tech, with on-chain compliance hooks for regimes like MiCA and MiFID II, plus fast settlement and finality. That matters because in real markets, transparency is not always a virtue. Total transparency is how you get front-run, copied, or pressured. But total privacy is how you get banned. Dusk is trying to live in the uncomfortable middle where the system can prove it’s behaving without exposing everyone’s full balance sheet to the public.
The architecture choice reinforces that. Dusk describes a modular setup where DuskDS is the settlement and data layer, and DuskEVM is the EVM execution environment. Translation: they want the base layer to feel like the “final court record,” while execution environments can evolve without rewriting the whole chain. For traders, modular designs tend to be less sexy than monolithic “one chain does all” narratives, but they’re often what survives when the product has to meet boring requirements like auditability, predictable settlement, and operational controls.
Now here’s the thing. The biggest tell that Dusk is serious about the regulated lane is who they keep attaching themselves to. The clearest example is the NPEX tie-up and the Chainlink standards adoption they announced in November 2025. NPEX is a regulated Dutch exchange for SMEs, and Dusk’s own post claims NPEX has facilitated over €200M in financing for 100+ SMEs and has 17,500+ active investors. If even a slice of that activity migrates on-chain in a compliant way, that’s not the same adoption story as “some NFTs launched.” It’s closer to a real market trying a new settlement rail.
The Chainlink piece also matters in a very practical way. Dusk and NPEX say they’re adopting standards like CCIP and data standards (DataLink, Data Streams) to move regulated assets across chains and bring verified exchange data on-chain. Forget the buzzwords and think like a risk manager: regulated assets need reliable messaging, reliable data, and controlled cross-chain movement. If Dusk becomes the issuance and compliance home, and other chains become liquidity venues, then interoperability is not optional. It’s the business model.
Let me add a quick personal angle, because this is where I think most traders get it wrong. The first time I looked at Dusk years ago, I lumped it in with the usual privacy trade: hype, delist risk, then long bleed. But after watching how tokenization narratives keep hitting the same wall, I changed my lens. The wall is that most on-chain markets are either fully public, which scares off serious issuers, or fully permissioned, which kills composability and liquidity. Dusk is basically betting that “selective disclosure” becomes the compromise that institutions can live with. If that compromise wins, Dusk isn’t priced like a niche privacy coin anymore. It’s priced like infrastructure for a specific class of markets.
That said, the risks are not theoretical. They just handed traders a fresh reminder in January 2026 with the Bridge Services Incident Notice. They reported unusual activity involving a team-managed wallet used in bridge ops, paused bridge services, and said it was not a protocol-level issue on DuskDS. They also explicitly tie reopening the bridge to resuming the DuskEVM launch timeline. As a trader, I don’t care how good your thesis is if operational security is sloppy around bridges, because bridges are where confidence goes to die. Even if no user funds were impacted, this is the kind of event that can cap upside until the team proves the hardening work is done and services resume cleanly.
So what’s the realistic bull case, with numbers that keep us honest. At today’s ~$50M market cap range, a rerate doesn’t require fantasy. If Dusk can show steady on-chain usage tied to real issuance and trading workflows, plus credible partners actually shipping, it’s not crazy to see the market price it closer to other “RWA rails” plays. A move to a $250M–$500M valuation would be a 5x–10x from here, which in token terms is roughly $0.50–$1.00 assuming supply is in the same ballpark. That’s the bull math, and it doesn’t require Dusk to become the biggest chain on earth. It requires it to become the obvious home for a narrow but valuable slice of regulated issuance and settlement.
The bear case is also straightforward. Execution slips, partners don’t translate into on-chain volume, and “regulated on-chain finance” stays stuck in pilot mode. Or worse, the compliance angle makes it unattractive to the users who actually provide liquidity, and it ends up in a no-man’s land where it’s too constrained for degens and too new for institutions. And of course, any repeat of bridge or operational incidents would keep a permanent discount on the token until proven otherwise.
If you’re trading this, I’d stop arguing about whether Dusk is “a privacy chain” and start tracking whether it’s becoming a market layer. I’m watching three things: DuskEVM mainnet readiness and actual app launches, evidence that the NPEX and Chainlink standards work turns into real flows, and whether operational risk around bridging and infrastructure stays quiet for long enough that bigger capital stops treating it like a hot potato.
@Dusk
$DUSK
#dusk