2026-01-20 01:33:20

The privacy track has been quite interesting lately. A project called Dusk, which uses zero-knowledge proofs and homomorphic encryption technology, recently experienced a price pullback around 0.3299, becoming a buying point for smart money.

From a fundamental perspective, this project is pursuing a dual approach of privacy compliance and RWA. Technologically, zero-knowledge proofs and homomorphic encryption form a strong moat—together, they can ensure privacy while meeting compliance requirements, which is still quite rare at this stage.

What’s even more eye-catching is the progress on the ecosystem side. Several licensed institutions are supporting this project, holding assets worth 300 million euros that are about to be activated into the ecosystem. According to the roadmap, the launch of DuskEVM is a key milestone—once the ecosystem infrastructure is complete, these dormant assets will come to life.

Currently, the strategy is to wait for this inflection point. The transition of privacy technology from compliance to real-world application depends on who seizes the opportunity first, gaining a competitive advantage.

DUSK-3,54%

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FreeMinter

· 12h ago

0.3299 at this level is indeed interesting, but the key is the timing when the 300 million euros are activated.

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ShadowStaker

· 12h ago

ngl the zk + homomorphic combo is solid theoretically but let's see if the infrastructure actually materializes before counting those euros

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DarkPoolWatcher

· 12h ago

0.33 bought are all smart people, this price is indeed attractive 300 million euros is a bit crazy, the ecosystem is really taking off Privacy + compliance, finally someone is taking it seriously, it was about time Waiting for the day EVM goes live? That will truly be the catalyst Whether Dusk can break through this wave depends on the subsequent ecosystem integration speed

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LayoffMiner

· 12h ago

0.33 this level is indeed quite attractive, but it still depends on when DuskEVM will truly go live. If the 300 million euros can be activated, it would be a different story; I'm just worried it might be another PPT asset. The combination of privacy + compliance is well executed, but everyone is talking about it now; it depends on who can implement it first. Smart money has already started building positions, and it feels like missing out might be a bit of a loss. How long can this moat be maintained? It seems that the technology iteration in zero-knowledge is moving too fast. Let's wait until EVM goes live and see how the actual ecosystem size turns out. Honestly, I'm a bit tempted, but there have been too many privacy project failures in the past two years.

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RugResistant

· 12h ago

0.33 price is indeed attractive, but can the path of compliance and privacy be successfully navigated? --- RWA + privacy dual-driven, I haven't seen many combinations like this --- With a 300 million euro market cap, will institutions really push? --- The real highlight is the launch of DuskEVM; the early stages are just stories --- Privacy tracks are heating up; early entrants need to seize the opportunity --- Compliance and privacy are inherently contradictory; how can both be satisfied at the same time? --- Smart money is building positions at 0.33, indicating the bottom may not have been reached yet --- Technical moat + capital backing, this combination is indeed interesting --- Ecosystem activation is the key; it's still a bit early to enter now --- If RWA truly materializes, the concept of privacy coins will be revolutionary

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