"2026 RWA Review: Dusk AMA Reveals the True Transformation of Financial Technology"

LiquidatedAgain · 2026-01-31T14:02:14+00:00

Dusk revealed its technical roadmap during the AMA, emphasizing that the RWA sector is undergoing substantial transformation and pointing out that many projects are merely asset packaging. Dusk focuses on native issuance to reduce efficiency losses common in traditional finance. Its dual-track technical architecture balances privacy and developer needs and has been recognized by the Netherlands Stock Exchange. $DUSK The token economic design is robust, contributing to long-term appreciation, and will reshape the rules of financial transactions in the future.

LiquidatedAgain

2026-01-31 14:02:14

Abstract generation in progress

The complete recording and in-depth review of Dusk’s official AMA on the evening of January 22nd. Dusk’s CTO Hein Dauven did not just discuss vision during the live broadcast but fully exposed the company’s technical roadmap for the coming years. The core message of this AMA: The RWA field is experiencing a differentiation from concept to practical application, and Dusk has chosen a unique path.

Why Most Existing RWA Projects Remain Superficial

Hein expressed a candid viewpoint during the live session — currently, most RWA tokenizations in the crypto space are simply “asset packaging.” Many projects bring traditional stock market assets onto the blockchain, add transaction fees, and sell them to crypto users. Essentially, it’s no different from buying stocks via a mobile app.

The real revolution isn’t in “tokenization” itself but in Native Issuance — directly issuing financial assets on the blockchain. This is the key to motivating traditional financial institutions to adopt blockchain technology.

To illustrate this point, Hein cited the inefficiency of traditional finance: a single stock transaction involves five or six intermediaries such as central securities depositories and clearinghouses, leading to transfer error rates of 5% to 10%. On the blockchain, transaction settlement can be completed instantly, with error rates approaching zero. The cost savings behind this efficiency are what truly attract financial institutions.

DSDS Mainnet and EVM Compatibility Layer: Reviewing Dusk’s Dual-Track Technical Layout

Many ask why Dusk maintains an EVM-compatible layer simultaneously. This review shows that it is a pragmatic choice.

Dusk’s architecture is divided into two layers:

DSDS (Mainnet): Dusk’s core, focusing on extreme privacy protection and native financial logic
Dusk EVM: To enable seamless integration for existing developers and applications

Both are essentially the same network but offer different entry points. Using EVM attracts developers and application ecosystems, while the DSDS layer locks in top-tier financial institutions with strict privacy and compliance requirements. This dual-track strategy is quite ingenious.

How Native Compliance Can Unlock an $11.9 Trillion Market

The key to native financial logic is “selective disclosure.” Institutions don’t need complete anonymity but need to prove their compliance, source of funds, and protect business secrets like counterparty and holdings details.

Dusk’s Poseidon Hash Algorithm (even Ethereum founder Vitalik has shown interest) enables this. With this technology, financial institutions can complete transactions under regulatory frameworks while safeguarding core business information.

A specific progress update: Dutch stock exchange NPEX is already preparing to conduct €300 million worth of native issuance of stocks and bonds through Dusk. This isn’t a pilot project but a real-world case already operating under the EU DLT Pilot Regime. This signifies recognition of Dusk’s technical solution by traditional financial infrastructure.

$DUSK Token Economics: Reviewing a Design Without VC Surprises

From a token perspective, $DUSK follows a “classic economics” approach:

Robust distribution structure: 50% to the community and team, with the team’s unlocks completed back in 2022. There’s no risk of a sudden VC sell-off wave.

Competitive staking yields: Native staking offers an APR of about 23%, and partner Soju provides liquidity staking with promotional rewards up to 30%.

Multiple deflation mechanisms: Besides transaction fee burns, Dusk is planning a “Protocol Owned Liquidity” (POL) mechanism. By using protocol revenues to buy back tokens and inject liquidity, this approach better supports long-term price stability than simple burning.

According to the latest data, $DUSK is currently priced at $0.11, with an 8.79% decline over 24 hours, and a circulating market cap of $56.42M. Despite short-term volatility, the token’s design reflects a well-considered economic model.

The True Endgame of RWA in 2026 from a Technical Perspective

What did this AMA reveal to me? Dusk has evolved from a purely privacy technology project into a comprehensive financial vertical tech stack. They are no longer caught up in scaling wars but are redefining the rules of financial transactions.

Jumping from traditional financial infrastructure of the 1970s directly to on-chain native finance in 2026 — that’s a technological leap of over 50 years. Understanding this span helps prevent regret over short-term token fluctuations.

The node reward cycle begins on February 28, but the long-term story of native RWA issuance has just begun. The biggest takeaway from this review is understanding how Dusk transitions from “technological innovation” to “financial infrastructure” at its core.

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