2026-01-17 07:34:26

Polygon, as the main force in the L2 ecosystem, leads in TVL and the number of DApps, but there's a problem that can't be avoided—on-chain transparency. This makes institutions hesitant when it comes to on-chain private assets, after all, no one wants sensitive information exposed on the blockchain.

In contrast, Dusk, as an independent Layer-1 solution, has brought privacy to the protocol level. Its selective disclosure mechanism is crucial, allowing for both auditing and privacy to coexist, no longer an either-or choice. Coupled with the native support for securities tokenization via the XSC standard, it directly targets institutional-grade application needs.

A more practical perspective is from a compliance standpoint. QuantozPay's integration of MiCA stablecoins and Cordial's zero-trust custody model are solid compliance infrastructures. When RWA becomes the next hot spot, the combination of privacy and compliance will prove especially valuable.

Polygon focuses on speed, while Dusk emphasizes trusted privacy. Both paths have their supporters, but in the matter of institutional asset on-chain, the importance of privacy at the foundational layer is being reevaluated.

DUSK4,82%

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Degentleman

· 14h ago

The privacy protocol layer is indeed a weakness of Polygon... Dusk's selective disclosure approach has some substance; audit transparency and privacy can really be achieved simultaneously. Institutional assets going on-chain will inevitably have to consider privacy issues, or no one will dare to touch it.

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bridgeOops

· 14h ago

The privacy compliance package really hits the pain points of institutions. Polygon is fast, but this is indeed a major weakness.

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DegenDreamer

· 14h ago

No matter how big the Polygon ecosystem gets, institutions simply don't dare to go on the chain. Privacy issues are the real ceiling.

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ZKProofEnthusiast

· 15h ago

Privacy protocol layer, Dusk is definitely heading in the right direction. No matter how fast Polygon is, it can't overcome the transparency barrier. Compliance + privacy are what institutions truly want; speed is secondary. But honestly, RWA implementation is still far off. Dusk needs to prove that its ecosystem can keep up. Polygon is too competitive; it's hard for new innovations to break through. The XSC standard sounds promising. How exactly is it used? Are there any case studies? Reevaluating the privacy underlying layer? That seems a bit premature. Dusk's selective disclosure is indeed elegant, but what about gas fees? Will institutions really give up Polygon's rich DApp ecosystem for privacy... hard to say. Zero-trust custody + privacy protocols—this combination is quite powerful. Polygon's ecosystem is too large; Dusk should take it slow.

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GateUser-cff9c776

· 15h ago

Honestly, this is the perfect interpretation of bear market philosophy—Polygon sells illusions, Dusk sells trust. Privacy + compliance combo, by traditional financial valuation models, should have been worth 10 times more. Polygon's speed is valuable, but institutional money is even more valuable. It's time to wake up. Even Buffett would agree—this is exactly the kind of privacy design at the protocol layer that is genuine and substantial. From the supply and demand curve, the next hot spot for RWA is that the floor price of privacy infrastructure needs to rise. In plain terms, Polygon is the tail end of the metaverse narrative, while Dusk is the true realization of the Web3 decentralization spirit. This time, it's not bubble-era art, but solid financial infrastructure—these two are on completely different levels.

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