2026-01-08 16:32:14

Honestly, lately I've been a bit discouraged by the market trends. Twitter and group chats are full of memes about the wild price swings of various coins, as well as all kinds of tricks from those low-tier projects to scam investors. The entire market feels like a PvP battle royale, with everyone betting on who will be buried next second. That sense of "carpe diem" apocalyptic celebration hits you hard.

But at this moment, I force myself to pause and look at projects that are not so eye-catching, working quietly in the corner. Over the years, I've realized that the truly big opportunities that can withstand cycles in the financial market are never at the forefront, but hidden in those seemingly "boring" yet crucial infrastructure.

Dusk Network is the least conspicuous infrastructure player on my watchlist.

Many might see it as just one of many privacy public chains, with token gains that aren't that outrageous. But I see it differently — it’s actually a key move the crypto industry has made in advance of the upcoming wave of regulation.

**The "Coming of Age" We Can't Attend**

The past decade in crypto has been a period of rapid growth, centered on decentralization and resistance to censorship. But now, things are different. With ETFs approved and trillion-dollar firms like BlackRock hovering at the door, the entire industry is forced into a strange yet necessary transition period.

Big capital only cares about two things when entering: certainty and compliance.

In today’s public chain space, who has the highest TPS or the strongest performance is no longer valuable. Every chain is surpassing the others. What’s truly scarce are projects that can survive and thrive within a compliant framework.

DUSK8,39%

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AirdropHarvester

· 01-09 07:15

Here comes the story of cutting leeks again. Can Dusk really withstand the compliance hurdle? I have my doubts.

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MrRightClick

· 01-08 17:02

Boring infrastructure is indeed easy to overlook, but only this kind of stuff can really make it to the end.

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ImpermanentPhobia

· 01-08 16:57

It's the same logic of "I'm mining hidden value differently from others" again... Dusk Network is indeed cold, but coldness doesn't mean there's no opportunity. --- Playing the compliance card too early, will the real whales pay for this thing? --- Boring projects can survive cycles, so why is my investment portfolio still bleeding during the cycle? --- A privacy public chain doing compliance—doesn't that contradict itself, friend? --- Honestly, I was attracted by Dusk's grand narrative, but looking at the K-line, it's not really that "crucial." --- What if the compliance wave comes? Whether to cut or not, people in the chain circle won't change because of ETFs. --- It sounds like justifying your own bottom-fishing project... but I don't have a better way either, haha. --- Dusk is a good story, but stories always rise faster than reality. --- Projects that work quietly in the corner usually disappear silently in the end. --- Compliance is indeed important, but the market isn't ready to pay for it yet—that's the harsh reality.

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OneBlockAtATime

· 01-08 16:57

Once again, the argument that "niche infrastructure is the real deal" is getting a bit tiring, bro. However, I haven't really paid much attention to Dusk; I'll look into it another day.

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OnchainArchaeologist

· 01-08 16:56

Another story of "greed and fear," but it really hits the point. Infrastructure is the most testing of patience. Honestly, the thing I fear most is projects like Dusk, which work quietly and have little noise. If one day they suddenly rise, you might not even notice. Compliance has long been necessary. Those still playing with "土狗" (local dogs) now will eventually pay the price. Infrastructure is always underestimated, I admit that. The problem is how to judge which is truly infrastructure and which is just wearing the skin of infrastructure. I've heard the logic of boring projects crossing cycles too many times, but looking at Dusk's privacy compliance combined with its direction, it's indeed a bit different. Large capital entering the market requires compliance, and that's correct. But a complete ecosystem overhaul is still far away, so don't be too optimistic. It's basically betting on high-probability events, not on individual coins. This approach is fine, but the real difficulty lies in execution. After the wave of compliance arrives, many projects may be eliminated directly, not because of appreciation but because they disappear. If Dusk can survive, it's already half a win.

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