2026-01-12 19:23:43

2026 will be a watershed year for Dusk Network. The core question at hand is: can it transform from a solid compliance infrastructure provider into a true player in Europe's trillion-dollar real-world asset market?

Breaking it down, three cards determine success or failure.

**The first, whether the technology can stay stable.** The mainnet upgrade in the first quarter of this year marks a dividing line. Will the core components like DEX and cross-chain bridges run stably after upgrades? Can they truly attract users and funds? This will decide whether the entire ecosystem lives or dies. Although the DuskEVM mainnet has already launched, its performance and the privacy mechanism (Hedger) under real high load still need to be observed.

**The second, whether collaborations with major clients can be realized.** The €300 million securities tokenization project in partnership with the Dutch NPEX exchange is currently Dusk's most prominent story. But the market no longer buys into simple press releases. What everyone wants to see are real transaction data on the chain and continuous circulation. This is the true test of whether its compliance framework can support large-scale, high-value assets.

**The third, whether institutional funds can flow in.** Some predict that in 2026, the proportion of institutional funds in the blockchain space will jump significantly from 45% in 2025 to 70%. RWA (Real-World Assets) happens to be the most attractive sector for these professional investors. Can Dusk leverage its technology and ecosystem to truly attract this smart money? This is crucial for whether it can evolve from "concept" to "strength."

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Ser_This_Is_A_Casino

· 01-15 11:12

To be honest, I feel like Dusk is just betting on whether those three cards can all be played well... Especially the second one, the NPEX project has been around for so long, but I haven't seen any real on-chain traffic. It feels a bit like telling a story.

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ClassicDumpster

· 01-15 03:32

To be honest, the NPEX 300 million euro project sounds pretty impressive, but only when it actually goes on the chain and runs smoothly does it count. Otherwise, it's no different from just hype; I'm already tired of it.

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Frontrunner

· 01-13 22:22

To be honest, the 300 million euro deal with NPEX only counts if it actually materializes; news releases alone are already outdated. Institutional funding waves have indeed arrived, but whether Dusk can handle it remains uncertain. The mainnet performance is crucial; otherwise, all efforts will be in vain.

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NotFinancialAdvice

· 01-12 19:53

To be honest, among the three cards, I'm most concerned about the second one... If the NPEX 300 million euro project can really get off the ground, Dusk will have a chance. Anyone can just issue press releases.

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SerLiquidated

· 01-12 19:53

To be honest, the 300 million euro project is still just on paper. It's not too late to boast once there's real trading volume on the chain. Right now, it's all just speculative hype.

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Blockblind

· 01-12 19:53

Basically, it's about whether Dusk can truly turn the theoretical story into on-chain data; otherwise, it's just another concept coin.

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WalletWhisperer

· 01-12 19:52

ngl the three-card monte they're playing here is basically just watching whether hedger's stress-tested or not... everything else is just noise until we see actual on-chain velocity from that npex deal. 70% institutional penetration is such a convenient number lol, pattern screams cope.

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defi_detective

· 01-12 19:43

To be honest, the NPEX 300 million euro project has been dragging on for so long, and there's still no real data on the chain. Just hype without substance is a bit questionable.

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ForkTongue

· 01-12 19:36

Honestly, these three cards are all hard mode, and if one flips over badly, it's all over.

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down_only_larry

· 01-12 19:34

Basically, it's about whether the Q1 upgrade can go smoothly without issues. The story of NPEX's 300 million euros should also be backed by real funds. Just shouting slogans is useless.

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