2026-01-18 04:25:57

There are two completely different paths in the crypto world.

What does the "digital gold" model represented by Bitcoin pursue? Censorship-resistant anonymity. The value logic of this system is very clear—it operates independently of the traditional financial system.

But Dusk is taking a different route. It targets regulated mainstream capital and is building a "compliance channel." The value sources of these two directions are entirely different.

Where does the premium of projects like Dusk come from? It’s essentially about helping large assets enter the crypto world while significantly reducing compliance friction costs and risk premiums. As global regulatory frameworks become clearer, the demand for digitalization in traditional finance will only grow. This means that the market size and application certainty of this track could lead to valuation logic that is completely different from past privacy coins—growth curves might be steeper.

From another perspective, this is not just a simple choice of tokens, but a judgment on the future direction of the crypto ecosystem.

BTC-0.16%

DUSK25.96%

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MultiSigFailMaster

· 8h ago

Haha, two paths... One is the resistance route, and the other is the surrender route. I choose resistance. The clearer the regulation, the more assets flow in? But on the other hand, projects like Dusk that follow a compliant route are indeed more likely to catch the eye of big capital. The core spirit of Bitcoin and the pragmatism of Dusk are ultimately two different worlds. Compliance certainty vs. the imagination of freedom, it depends on which side you bet on. In simple terms, it's either pursuing freedom or pursuing money—fish and bear paws. This growth curve is steep, but the risks are steep too... The compliant channels sound very... gentle, boring even. Dusk's rise is mainly due to the digitalization wave in traditional finance, seizing the opportunity. Either way, both paths require gambling. The key is whether you bet right. Digital gold is timeless, but the compliant market is indeed larger.

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digital_archaeologist

· 8h ago

Oh, compliance is something that will come sooner or later. Instead of hiding from it, it's better to embrace it. --- It's a familiar topic. The crypto world is always betting on whether the future will be decentralized or regulated. I believe both paths need to coexist. --- I understand Dusk's logic. When institutions enter, they need a compliant stepping stone. Saving on risk premiums is money saved. --- Basically, it's still a gamble on when traditional finance will truly embrace on-chain assets. That will be the real moment for Dusk and similar projects. --- Bitcoin believers might be upset again, but indeed, when regulation arrives, everyone has to bow. --- The story of compliant cryptocurrencies sounds good, but the real question is whether institutions will actually come in on a large scale. That's the core issue. --- I've heard many times that the growth curve is steep, but the key is whether the application can meet expectations once implemented.

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LiquiditySurfer

· 8h ago

Well... basically, it's about choosing sides—one wants to resist, the other wants to compromise. Ultimately, capital will still flow to the more profitable place.

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TopEscapeArtist

· 8h ago

That compliance system... to put it simply, it's just a conveyor belt for traditional finance. Where is the true spirit of anti-censorship?

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