Dusk indeed has unique advantages in the "financial-grade privacy + compliance" differentiated approach and has found its place in the blockchain ecosystem. However, upon closer inspection, its first-mover technical advantage is being offset by the slow progress of commercialization. This imbalance is gradually becoming its growth bottleneck.

Speaking of the technical aspect, Dusk's two core solutions directly address the pain points of traditional finance on the blockchain. First, transaction certainty—Succinct Attestation consensus protocol can reduce transaction finality to 3-5 seconds, solving common issues like "rollback risk" and "confirmation delays" in blockchain. In practical tests with some small to medium-sized securities institutions in the Netherlands, cross-institution transaction cycles were cut from T+2 directly to under 10 minutes, with transaction costs reduced by 55%.

Looking at privacy and compliance—through Hedger privacy engine and zero-knowledge proof technology, it achieves a balance of "sensitive data encryption + precise compliant data disclosure." Validation for private equity transactions in 2024 shows it can successfully hide 95% of sensitive commercial data while meeting EU MiCA regulatory audit requirements. This compliance adaptation efficiency is significantly higher than the industry average.

The technology is indeed solid, but the ecosystem application and implementation pace cannot keep up, which is the real limiting factor.