RWA is about to fully explode in this track, and DUSK's current valuation is actually severely underestimated. With a market cap of just over $50 million, aiming for $10 billion requires holding onto chips and enduring short-term fluctuations, allowing the fundamentals and token economy to gradually release their value.
**Why am I so confident? Three reasons to back it up:**
The data for the RWA track is right there. By June 2025, the market size will reach $24.5 billion, doubling year-over-year, and by 2030, industry forecasts predict it could reach 6-16 trillion. This is not empty talk; real institutional demand is driving it. DUSK’s focus on "auditable privacy" hits the pain point—institutions need this for on-chain assets, and it naturally aligns with the EU’s MiCA compliance framework.
The token economy is designed to be quite tight. There are a total of 1 billion tokens, with no plans for issuance increase. The initial circulating supply is only 10%, with the remaining to be gradually unlocked over 10 years, at no more than 10% per year. This means the circulating supply will become increasingly scarce. Staking, transaction fees, governance—these scenarios all have real demand. Transaction fees can be shared, and both burning and staking rates are rising, naturally supporting the token’s value.
In terms of real-world implementation, DUSK has partnered with NPEX on a €300 million securities tokenization project. The CEO also serves as the CTO of the partner, and this deep cooperation brings exclusive resources. Recently, DuskEVM mainnet upgrade was completed, compatible with mainstream DeFi ecosystems, significantly accelerating ecosystem expansion.
**How to operate without losing out?**
Allocate funds with a rhythm. Hold 50%-60% of the core position long-term without moving, use 30% for trading waves, and keep the remaining 10% to hedge against extreme risks. When the price drops below $0.045, consider reducing positions to cut losses; conversely, if it stabilizes above $0.105, small-scale adding is not a problem.
Timing for bottom-fishing is critical. The mainnet upgrade and institutional cooperation benefits are about to be released. Don’t rush to sell during this period; wait for these expectations to be fulfilled. However, if there’s a short-term surge of over 20%, you can modestly reduce 10%-20% of your trading position to lock in profits.
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TokenomicsDetective
· 21h ago
50 million market cap to 10 billion? What kind of narrative does that require?
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Too many talks about underestimation, but the key is whether DUSK can truly get institutional buy-in.
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Token economy is tight and compact, but whether it can really unlock value depends on whether the ecosystem can take off.
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A project worth 300 million euros sounds good, but I'm just worried it will turn into PPT collaborations again.
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Swing trading sounds easy to say, but who dares to buy the dip when it drops to 0.045?
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RWA track is indeed hot, but why does DUSK say it can capitalize on this wave of benefits?
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The ten-year unlock design is very sincere, but how many market cycles does one have to endure in ten years?
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Standing firm at 0.105 to add more? That price itself is unstable.
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The advantage of the compliance framework is naturally present... but this kind of statement always feels like something's missing.
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The most important thing is to wait for the mainnet upgrade to truly show results; it's still early to say anything now.
View OriginalReply0
GasWaster
· 21h ago
Bro, if RWA really takes off this time, DUSK is indeed cheap... But aiming for a market cap of 100 billion from just 50 million is a bit of a stretch.
What I like is the token economic design; tightening the circulating supply definitely has potential. But honestly, whether the NPEX 300 million euro project will actually materialize remains to be seen—don't let it turn into just a PPT...
Holding the core position is fine, but don't go all in. You still need to be cautious with this stuff.
View OriginalReply0
OldLeekNewSickle
· 21h ago
Listen, I'm tired of hearing this "circulating supply is getting tighter" rhetoric. It's always the same hype... But to be honest, there is genuine demand in the RWA sector, I'm just worried it might become another guise for a Ponzi scheme.
View OriginalReply0
DeFiVeteran
· 21h ago
50 million market cap aiming for 10 billion? These numbers are overly optimistic. RWA is hot, but whether DUSK can catch up is another story.
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The tokenomics design is indeed good, but I’m worried it’s just talk on paper. The real test is whether it can be implemented.
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Deep cooperation of 300 million euros sounds attractive, but the key is when this money will actually go on-chain.
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Swing trading is very risky; it’s better to just hold and wait for the wind.
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Hmm, the hype this round is a bit intense. Better to be cautious and not get cut again.
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Institutional demand is real, but a hundredfold increase in valuation? Wake up, everyone.
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The 10-year unlock plan sounds slow, but if community enthusiasm is average, it won’t work.
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DUSK is now trading at such a low price, indicating the market hasn’t fully priced in , or maybe it’s just not optimistic.
View OriginalReply0
gm_or_ngmi
· 21h ago
Wait, is RWA really about to take off? I feel like this has been said every quarter... By the way, regarding the DUSK project, with such a tight circulating supply, once it goes up, will it never come down again? A tool for harvesting profits from the new investors.
RWA is about to fully explode in this track, and DUSK's current valuation is actually severely underestimated. With a market cap of just over $50 million, aiming for $10 billion requires holding onto chips and enduring short-term fluctuations, allowing the fundamentals and token economy to gradually release their value.
**Why am I so confident? Three reasons to back it up:**
The data for the RWA track is right there. By June 2025, the market size will reach $24.5 billion, doubling year-over-year, and by 2030, industry forecasts predict it could reach 6-16 trillion. This is not empty talk; real institutional demand is driving it. DUSK’s focus on "auditable privacy" hits the pain point—institutions need this for on-chain assets, and it naturally aligns with the EU’s MiCA compliance framework.
The token economy is designed to be quite tight. There are a total of 1 billion tokens, with no plans for issuance increase. The initial circulating supply is only 10%, with the remaining to be gradually unlocked over 10 years, at no more than 10% per year. This means the circulating supply will become increasingly scarce. Staking, transaction fees, governance—these scenarios all have real demand. Transaction fees can be shared, and both burning and staking rates are rising, naturally supporting the token’s value.
In terms of real-world implementation, DUSK has partnered with NPEX on a €300 million securities tokenization project. The CEO also serves as the CTO of the partner, and this deep cooperation brings exclusive resources. Recently, DuskEVM mainnet upgrade was completed, compatible with mainstream DeFi ecosystems, significantly accelerating ecosystem expansion.
**How to operate without losing out?**
Allocate funds with a rhythm. Hold 50%-60% of the core position long-term without moving, use 30% for trading waves, and keep the remaining 10% to hedge against extreme risks. When the price drops below $0.045, consider reducing positions to cut losses; conversely, if it stabilizes above $0.105, small-scale adding is not a problem.
Timing for bottom-fishing is critical. The mainnet upgrade and institutional cooperation benefits are about to be released. Don’t rush to sell during this period; wait for these expectations to be fulfilled. However, if there’s a short-term surge of over 20%, you can modestly reduce 10%-20% of your trading position to lock in profits.