2026-01-09 22:20:59

2026 will be a pivotal year for DUSK. Whether this project can transform from a "compliance infrastructure provider" into a "key player in the European RWA market" depends on three critical factors coming to fruition.

First is the mainnet upgrade in Q1. After the upgrade, whether the DEX and cross-chain bridges can operate stably and attract users will determine if the ecosystem has vitality. Second is the progress on NPEX— a $300 million securities tokenization project. It sounds impressive, but the key is whether the actual implementation can keep pace with expectations. The third point is institutional funds. If large-scale capital truly enters the market and trading volume increases, it indicates a shift in market perception of this sector.

From a broader perspective, RWA has become the most certain growth trend in the blockchain space in 2026. The data is clear— institutional fund share is projected to rise from 45% in 2025 to 70%, nearly doubling. This is not hype; it’s a real change in capital flow. DUSK has two advantages in this wave: privacy and compliance are well-handled, and the European market has clear local advantages. Combining these factors, its potential position in a trillion-dollar market is worth looking forward to.

For those paying attention to this project, the short-term focus should be on monitoring technological progress and price support levels—these two are often correlated. In the long term, attention should be on the actual progress of ecosystem implementation and the depth of institutional cooperation, as these will determine the project's long-term trajectory. The premise is to manage risks well and seize opportunities that may arise from sector explosions within a controllable scope.

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MoonRocketTeam

· 11h ago

Let's see if the Q1 mainnet upgrade can truly stabilize; this is the key, otherwise everything is just talk. Institutional funds have increased from 45% to 70%, which is quite significant and indicates that some people are seriously deploying. The $300 million NPEX project sounds impressive, but it depends on whether they can push it forward on time; avoid another PPT fundraising approach. Europe's local advantages combined with privacy compliance give DUSK a bit of a competitive edge in the RWA track, but we still need to wait for technology to be implemented before making a judgment. In the short term, focus on the progress of technology and the support levels of prices; these two usually move together, so don't be blinded by dopamine. For those who dare to go all-in, remember to manage risks well; don't become martyrs of this RWA wave.

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LightningAllInHero

· 11h ago

Wow, can that 300 million from NPEX really get things moving? I'm a bit worried.

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degenwhisperer

· 11h ago

I'm laughing at the mainnet upgrade being delayed. Can it be reliable this time?

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DaoTherapy

· 11h ago

Alright, whether DUSK can push up this wave really depends on the Q1 upgrade. --- $300 million sounds impressive, but the real key is the speed of push from NPEX. I need to hold and watch. --- Institutional funds have surged from 45% to 70%. This data is indeed a bit aggressive, but will the money flowing into RWA finally be invested in DUSK? --- Honestly, the combination of privacy + compliance is quite rare in Europe, but competition won't be lacking either. --- In the short term, focus on technological implementation; in the long term, look at the ecosystem. The logic makes sense, but the key is to wait and see what DUSK can actually deliver. --- Europe's local advantage is a good moat, but the trillion-dollar market share isn't that easy to carve out. --- If NPEX can really advance smoothly, DUSK definitely has a chance, but I'm still in a wait-and-see mode.

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BearMarketBuyer

· 11h ago

Is the mainnet upgrade real? This depends on whether Q1 can deliver tangible results. Just talking without action won't work. Let's wait until the 300 million in NPEX truly becomes liquid. For now, it's just a story to listen to. Institutional funds will speak once real trading volume comes in. Data doesn't lie. Europe's compliance advantages are there, but the competition is fierce. Whether we can truly capitalize on the RWA wave remains uncertain. The hardest part of making money is doing the right thing at the right time. Whether DUSK can hit this critical point is the key.

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NFTHoarder

· 11h ago

Dusk this wave indeed has some substance, but it mainly depends on whether the Q1 upgrade can stabilize. Otherwise, it's just another paper tiger. I remain cautious about the institution funds doubling their investment; we need to see real money coming in. Europe's local advantage is there, but I'm worried that policy risks might stir things up again. That $300 million NPEX project sounds impressive, but the actual progress speed is the real indicator. To put it simply, it's a gamble on whether the privacy track can catch fire, but how many times have the privacy concept been hyped over the past two years? A trillion-dollar market sounds great, but are the institutions really that naive? Or are they just trying to grab undervalued opportunities? Isn't it better to wait until the technology is truly stable before jumping in? Why chase high prices now? RWA might really be the next big trend, but why does DUSK claim to be a key player? That's overconfidence.

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