Many people trading cryptocurrencies just focus on the candlestick charts for buying and selling, essentially no different from gambling. What they should really do is understand what they are buying, see if there are people who believe in the story behind it, and whether it can sustain long-term growth. Today, we won't discuss technical analysis; instead, let's analyze the core logic behind DUSK's recent upward movement.

What exactly is DUSK Network doing? Its positioning is not to reinvent payments (Bitcoin has already tried that), nor is it a general-purpose DeFi platform (Ethereum is working on that). Instead, it targets a more vertical niche — building compliant and user-friendly blockchain infrastructure for institutional-grade users.

Think about it: do traditional financial institutions — banks, securities firms, asset management companies — really need blockchain? Of course they do. It can improve efficiency, increase transparency, and enhance security. But the problem is, most public blockchains are designed to be too "exposed" for transparency, with transaction details fully visible, which could leak business secrets for institutions. Conversely, some privacy coins protect privacy but are fully anonymous (like Monero), making it impossible to meet AML (Anti-Money Laundering) and other regulatory compliance requirements. Institutions are hesitant to touch them.

This is where DUSK's entry point lies. It features a mechanism called "selective privacy disclosure" — sounds complicated, but in essence: transactions on the chain are private by default, protecting institutions' business strategies and sensitive data. However, when regulators need to review, authorized parties can selectively disclose necessary information through a permissioned process, fully compliant with regulations. This way, privacy is protected without creating a lawless zone.

What’s interesting about this positioning is that it finds a balance point between traditional finance and blockchain. Institutions don’t need full decentralization or absolute anonymity; they want to enjoy the technological benefits of blockchain while operating securely within the existing regulatory framework. DUSK’s solution seems to be designed precisely for this purpose.

Of course, whether such a project can ultimately scale depends on whether it can truly attract institutional users. But from a product design perspective, this approach is quite "clear" and addresses a real market demand. That might also be the reason it has recently gained attention.