2026-01-18 08:23:16

Recently, I noticed an interesting contrast phenomenon.

Currently, the market is buzzing about AI, Meme, DeFi Summer, with various concepts being hotly discussed. But one project is quietly working away—DUSK, which has risen 15% in 24 hours. No hype or sensationalism, purely because it’s doing something everyone knows is necessary but no one wants to touch: compliance infrastructure.

Founded back in 2018, it’s only now starting to gain attention. Why so slow? Honestly, most people are still chasing quick profits. When you mention regulation and compliance, it sounds dull, sluggish, and troublesome. Who wants to wait that long?

But the reality is completely different. The $30 billion RWA market size is right there, and what’s needed isn’t hype but real, usable infrastructure. The collaboration between DUSK and the Dutch licensed exchange NPEX is very representative—moving €300 million worth of securities assets onto the blockchain. That’s real business.

This is the watershed. On one side, there’s the To C traffic game; on the other, the To B business logic.

The timeline is also very clear: DuskEVM mainnet officially launched in January, and DuskTrade will start in 2026. No rush, no fuss, and no ambiguity.

And there’s a detail—DUSK’s holdings concentration is only 10.38%, indicating that big players haven’t yet made large-scale moves. Why? Because this project lacks a “story,” isn’t sexy enough, and the speculative space seems limited.

But from another perspective, this might actually be an opportunity. When everyone is chasing hot topics, projects with solid fundamentals are often overlooked. Think about it yourself.

DUSK61,25%

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SatoshiLeftOnRead

· 01-18 08:52

Really, this is the project logic I like. Not relying on hype, but letting the product speak for itself. Wait a minute, a 10.38% concentration in holdings—doesn't that mean there's plenty of room for growth, as long as the fundamentals are really solid? To be honest, compliance is indeed boring, but boring things are often the most profitable. It took six years of quiet work to become popular, I get that. But the real question is, can we really wait until 2026? Who in the crypto world wants to wait that long, haha. RWA is definitely the future, but whether DUSK can survive until then, who can say for sure. B2B business is indeed counter-cyclical; anyway, it's much more reliable than chasing trends, I agree. A diversified portfolio actually makes people feel more at ease, indicating there's no big player playing with fire. Honestly, projects without a story are often the easiest to underestimate; the hard part is whether you can find that turning point.

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DataChief

· 01-18 08:51

The logic of making big money quietly is indeed more stable than shouting for traffic. It's just that most people can't wait for that cycle.

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WinterWarmthCat

· 01-18 08:47

Wow, really? Compliance is dull but necessary. Everyone knows it but no one wants to touch it. DUSK quietly making a fortune is pretty impressive.

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GasFeeCry

· 01-18 08:45

Ha, it's that dull compliance story again, but I think it's time to bottom fish. --- Everyone knows that B2B business is good, but no one wants to do it. It's a bit desperate. --- 10.38% holding concentration, indicating that institutions haven't reacted yet. --- Wait, can DUSK really break out? Or is it just another forgotten infrastructure? --- Nobody pays attention to such a big RWA market cap; how cold is this track, haha. --- Early adopters are like this—making money quietly, and leaving early when the hype starts. --- I just want to know if anyone is really using it, or if it's just self-entertainment. --- Being patient and calm sounds comfortable, but the wallet is panicking. --- Compliance is never sexy, but it's always effective.

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TheShibaWhisperer

· 01-18 08:32

Compliance is really a thankless task, but RWA is such a big game that it’s hard to ignore. --- Wait, only 10% concentration in holdings? What does that mean? Smart money hasn’t come in yet. --- It's common for established projects to be forgotten, but who dares to bet on the market before 2026? --- Honestly, it’s still about lack of hype. Without a story, there are no retail investors. Maybe that’s a good thing. --- Business to B is slow but steady, at least it won’t go to zero. Much more reliable than those air projects. --- 300 million euros worth of securities on the blockchain sounds impressive, but the reality is a different story. --- It looks like a value trap. Just listen quietly and do your work; don’t get brainwashed. --- This kind of infrastructure will eventually be needed, just not sure if it’s DUSK. --- A 15% increase isn’t surprising; the key question is whether it can go higher. --- The buried value and complete forgetfulness are just one line apart. Be clear on the distinction.

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WhaleInTraining

· 01-18 08:31

Damn, compliance infrastructure can be pumped like this? I thought only shitcoins would rise... Wait, DUSK holdings are only 10.38%? What does this mean, are institutions still on the sidelines? Should I buy the dip or wait and see? The true business logic vs. traffic game, this makes me a bit hesitant... Hey, RWA has indeed been overlooked, $30 billion just sitting there, does no one care? It’s been popular after so many years, does that mean it’s not a typical pump-and-dump scheme? Or is it just too boring for anyone to hype... Starting again in 2026, is it too early to enter now? I don’t understand this rhythm, brother

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AltcoinMarathoner

· 01-18 08:30

ngl this is literally mile 20 of the marathon. everyone sprinting for memes while the actual infrastructure gets built silently... that's the real accumulation happening rn

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