2026-01-18 09:25:07

Honestly, I didn't fully understand the value of privacy chains before. It wasn't until I saw institutions truly entering the space that I realized—this is a whole different ballgame. Think about it, once a transaction is on the chain, it's visible to everyone. Large holders slightly adjusting their positions can be easily spotted, so how could they dare to operate freely?

Dusk's selective disclosure scheme is much more interesting. It allows verification of data authenticity on-chain without revealing all the underlying information. This balance is indeed more mature than many current public chains. The key is that it meets regulatory requirements while protecting transaction privacy—an ideal combination.

What I am more optimistic about is that the RWA (Real-World Assets) track is also gaining momentum. Recently, a leading research institution has been paying close attention to this area, indicating that the market is seriously considering how to bring real-world assets onto the chain. The combination of privacy and RWA is likely to become the key driving force for the next wave of market activity.

DUSK27.02%

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CryptoNomics

· 4h ago

actually, if you run a basic correlation matrix on institutional adoption patterns vs. privacy tech penetration, you'd see this thesis has some empirical legs. though most people conflate privacy with anonymity—rookie mistake.

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GigaBrainAnon

· 4h ago

Wait a minute, big players don't dare to operate on this point, I need to counter that... true big players have already found ways, privacy chains are just for their use. Dusk's selective disclosure is indeed clever, but I'm a bit worried about claiming it meets regulatory needs... if regulators really want to investigate, they still can, right? Privacy + RWA sounds good, but can these two really become the next mainstream? I always think we should see who can survive the bear market first. RWA is heating up, but it still feels like talk more than action, where is the real mechanism innovation? The logic of selective disclosure is good, but I'm afraid in the end all major public chains will just follow suit and copy it. Honestly, institutional entry ≠ market trend coming, I've been tired of this logic for a long time. Privacy is indeed often underestimated, but if you ask me, it still depends on whether the actual usage volume picks up. The phrase "perfectly balanced" always sounds suspicious... usually you can't have your cake and eat it too. I am optimistic about RWA, but can privacy + RWA really become a killer app? I have to ask. Can regulatory satisfaction still keep transaction privacy intact? How is that even possible without fooling ourselves?

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FloorSweeper

· 4h ago

I think privacy has indeed been underestimated, to be honest. Dusk's solution sounds good, but how many can actually be implemented? Institutional entry is the real signal; retail investors should have understood this long ago. RWA + privacy, this combination is quite powerful. If you're still debating public chain performance now, you might miss out. Privacy chains are basically tailored for big players, honestly. A win-win situation? I think it's just compromises on both sides. If this wave really takes off, those who got in early will be the last to laugh.

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Rekt_Recovery

· 4h ago

ngl, took me getting liquidated twice to finally understand why institutions actually need this shit. transparency on-chain is brutal fr

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SchrodingerGas

· 4h ago

Haha, once institutions enter the market, they understand right away, right? This is just a reflection of market efficiency... To put it simply, it used to be an imbalance caused by information asymmetry in the game. The selective disclosure approach... actually treats zero-knowledge proofs as a new tool for controlling interaction costs. Quite a clever design logic. Privacy + RWA is indeed interesting, but where is the real arbitrage opportunity? Before the testnet snapshot, we still need to follow up. Why are everyone suddenly hyping privacy chains? Who was mocking this stuff in the group a year ago? It feels like repeating the old tricks before the 2008 financial crisis—finding a new concept to package risk.

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