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.
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POAPlectionist
· 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.
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WhaleWatcher
· 01-11 08:04
Buying financial infrastructure at the floor price, I've heard this logic too many times before.
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SandwichDetector
· 01-10 06:58
The floor price is indeed attractive, but I'm afraid it's just an illusion.
View OriginalReply0
MetaReckt
· 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
MysteryBoxAddict
· 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.
【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.