2026-01-18 12:34:53

2026 will be a critical moment for the Dusk ecosystem where failure is not an option. The mainnet upgrade in the first quarter is imminent, and technical stability, ecological partnerships, and capital inflow—three key hurdles—must all be addressed; missing any one of them could impact its position in this RWA race.

The upgrade is not a restart but a deep optimization on a stable architecture that has already processed 5.37 billion transactions. Core modules such as DEX liquidity, cross-chain bridging, privacy protection mechanisms, and EVM compatibility all need upgrades, with the goal of attracting large institutional users. The technology team must withstand pressure, maintaining a balance between privacy protection and transaction speed under high load.

Partnerships are not just for show. The €300 million securitized tokenization project with NPEX has already been signed, and now it’s time to see real on-chain transaction data. This is the most direct way to counteract "concept hype" skepticism.

On the capital side, institutional investor participation is expected to increase from 45% to 70% in 2026, and this opportunity must be seized. Whether Dusk can become a standard configuration in the RWA track depends on this year. The market has already responded; DUSK has recently surged over 16.16% in the past 24 hours, indicating a clear increase in capital expectations for the upgrade.

For investors, now is the window to get on board. A successful upgrade will evolve the ecosystem from a "compliance tool" into a "genuine asset circulation platform," significantly boosting token demand. Even with volatility, Dusk’s technological moat and track position are inherently scarce.

DUSK44.15%

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MetaMaximalist

· 3h ago

ngl the institutional pivot from 45% to 70% sounds nice on paper but let's see if they actually execute... too many projects talk a big game about "real asset infrastructure" and then deliver mediocrity

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ImpermanentSage

· 4h ago

The architecture of 5.37 billion transactions, this upgrade is truly stable if it holds, otherwise just wait to be proven wrong by NPEX.

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DEXRobinHood

· 4h ago

Based on 5.37 billion transactions, further optimization is the true strength, unlike some projects that only hype concepts. --- The key is the realization of NPEX's 300 million euro project; it depends on on-chain data to speak for itself. Don't fall for the PPT fundraising tricks again. --- The proportion of institutional investors has increased from 45% to 70%. If this change truly materializes, it will be significant. --- Honestly, balancing privacy and transaction speed is technically challenging. We'll see how the upgrade performs in the first quarter. --- A 16% increase is not surprising; the key is to wait for the real ecosystem data after the upgrade, otherwise it's just speculative hype. --- Evolving from a "compliance tool" to an "asset circulation platform" sounds great, but whether it can withstand the execution is the real test. --- A well-implemented cross-chain bridge is indeed rare; in the RWA track, few have this level of capability. --- Now, before entering, ask yourself how likely you believe the upgrade will succeed. Don't just focus on short-term gains.

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RektButAlive

· 4h ago

Once again, it's the "critical moment" narrative, but the 16% increase indeed shows that the market is buying in. Will it sustain or not... --- If the 300 million euro project at NPEX truly materializes with trading data, the RWA track landscape might really undergo a reshuffle. --- Institutional share has risen from 45% to 70%. This number sounds suspicious; it depends on how subsequent financing actions follow up. --- Balancing privacy and speed is the biggest test of technical skills. Don't let it turn out to be a false alarm with loud thunder but no rain. --- I'm hesitant to jump on now; I'll wait for the Q1 upgrade results. The more aggressive the hype, the more cautious we should be. --- The foundation of 5.37 billion transactions is already in place, so it shouldn't be a big problem. But whether it can attract major institutions is the real test. --- Instead of obsessing over concepts, it's better to look at real on-chain data. Dusk this year will either go viral or fade away; there's no middle ground.

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PrivateKeyParanoia

· 4h ago

On the basis of 5.37 billion transactions, further optimization is needed, which is quite a pressure... Can it really hold up?

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HalfBuddhaMoney

· 4h ago

53.7 billion transactions support the foundation. If this upgrade fails, it will be really embarrassing. --- The 300 million euro deal with NPEX must be finalized to count; everyone can draw the surface data. --- Institutional share has increased from 45% to 70%. This fundraising pace is quite aggressive. --- The RWA track is becoming more and more competitive. Dusk needs to prove it’s more than just a concept. --- Balancing privacy and speed is the core challenge, and the technical details are a bit heartbreaking. --- A 16% increase looks good, but the risk of failure in the upgrade is also significant. --- Is it really worth jumping in now, or should we wait for Q1 results? --- A moat is scarce but valuable; the concern is being overtaken by latecomers. --- This year is Dusk’s life-and-death battle, with no way out. --- Institutional influx is a good sign, but we still need to see real on-chain data to speak.

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