A common misconception in crypto investing—many people think they have enough information, but the real issue is a lack of cognitive breakthrough.

While retail investors are still flipping between Meme coins and sh*tcoins, chasing highs and lows, those with sharp institutional senses have quietly shifted their focus to underlying infrastructure capable of supporting long-term value.

Recently, I revisited Dusk’s project logic, and the conclusion is: this project is severely undervalued.

Let’s make a comparison, and you’ll understand. Leading projects in the privacy sector and high-performance public chains—any one of them has a market cap in the tens or hundreds of billions of dollars. What about Dusk’s hardware configuration?

Layer 1 blockchain fundamentals, native ZK privacy architecture, compliance-first design (not just patchwork after the fact)—these are core essentials. Even more crucially, the mainnet is about to carry RWA assets worth hundreds of millions of euros.

But what do we see now? Market cap and fundamentals are completely mismatched.

It’s not that there’s no opportunity; it’s that most people simply don’t realize how important this track really is.

Now, look at the team background. Dusk isn’t a project that popped up in the last two years to ride the hype; it was established in 2018. Seven years of consistent focus—no throwing money at marketing in bull markets, no hiring KOLs, no hype for concepts—just relentless development of core underlying technology.

Piecrust virtual machine, privacy contract execution environment, compliance protocols—these may not boost the token price in the short term, but once RWA is truly on-chain at scale, and institutional and compliant funds enter, these technological barriers will become insurmountable moats.

It’s precisely this patient accumulation that has earned Dusk recognition from perspectives beyond retail investors. For example, iFinex, the parent company of stablecoin giant Tether, was one of its early investors.

What does this endorsement mean? Institutions like iFinex know better than anyone where the big money is headed—toward compliance + privacy + real assets on-chain. They won’t dabble in gray areas.

Therefore, I see Dusk more as a strategic allocation for forward-thinking investors. It’s not the kind of asset suitable for short-term trading, but it’s perfect for positioning early before the market fully reacts.

While most are still asking, “Where’s the next Meme coin?” some assets are already laying the groundwork for the next cycle. These projects may not have the fastest growth, but once they start moving, you’ll likely never get another chance to buy in at this price.