【Opportunities of Valuation Inversion】



A quick comparison makes it clear. The leading public chains in the market have already reached a market cap of hundreds of billions, and top projects in the privacy sector have also stabilized at tens of billions. What about projects that integrate Layer 1, ZK privacy protocols, and native compliance architecture? What is their current market cap level?

Look at the behind-the-scenes investors—Tether’s parent company iFinex. These folks have the most say in the value of compliant stablecoins and on-chain assets, and their judgment is unlikely to be wrong. From the perspective of primary market pricing power, DUSK’s valuation relative to its trillion-dollar securities market prospects is still at the floor price. This is a typical mismatch between primary market thinking and secondary market prices, presenting a significant opportunity window for value investors.

【Why You Must Get On Board by 2026】

The explosion of RWA and compliant finance by 2026 is no longer a question—it’s inevitable. What will the future financial system look like? There’s only one answer—assets on the chain. But what’s the prerequisite? It must be both compliant and private.

Dusk has spent 7 years laying this track, preparing for this transformation. If you believe that stocks and bonds will eventually be tokenized, then investing in this project is not an option but a necessity. At this stage, it’s no longer just a crypto project; simply put, it’s the financial infrastructure of the Web3 era. Buying such assets at this price means you’re essentially purchasing a “primary share” of the future financial system.
DUSK31,23%
TOKEN-4,43%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 6
  • Repost
  • Share
Comment
0/400
POAPlectionistvip
· 01-12 04:13
Entering at the floor price feels really good, but I'm just worried that a lower floor might be waiting later on.
View OriginalReply0
WhaleWatchervip
· 01-11 08:04
Buying financial infrastructure at the floor price, I've heard this logic too many times before.
View OriginalReply0
SandwichDetectorvip
· 01-10 06:58
The floor price is indeed attractive, but I'm afraid it's just an illusion.
View OriginalReply0
MetaRecktvip
· 01-10 06:57
I've heard the term "floor price" many times, but it doesn't really matter when it comes to iFinex's bets. The logic of being optimistic about Dusk still holds up.
View OriginalReply0
MysteryBoxAddictvip
· 01-10 06:48
The floor price is indeed solid, but how high this round of compliance narrative can be driven is really hard to say.
View OriginalReply0
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)