2026-01-11 11:22:50

The Phoenix v1.4 mainnet upgrade of Dusk Network is no longer just about technology—it’s speaking through on-chain data. After the upgrade, the network’s daily privacy transaction processing volume has stabilized at over 30,000 transactions, an increase of more than 120% compared to before the upgrade. An interesting aspect behind this growth is that institutional-grade players have already quietly entered the market: among the newly added addresses marked as "compliance institution testing," the transaction frequency is 8 times that of ordinary retail investors, and the size of individual transactions is two orders of magnitude higher.

From an economic model perspective, this upgrade has created an interesting contrast. The gas cost for single privacy transactions has indeed been reduced by about 35% due to optimization, but this has not decreased network revenue—in fact, it has increased. Why? Because the total number of transactions has surged, coupled with increased calls for complex financial contracts like RWA issuance, leading to a 95% month-over-month increase in the network’s total monthly fee income (measured in USD). This directly drives the token’s deflationary mechanism: part of the fee income is used for buybacks and burns. Currently, the total staked amount has reached 450 million tokens, with an annualized yield of 7.2%, attracting conservative funds seeking stable cash flow.

In simple terms, this upgrade marks the watershed from "usable" to "user-friendly." It lays the groundwork for more complex compliant financial applications in the future. The project’s token, in essence, is the "energy" and "rights certificate" within the network—its value is shifting from mere paper expectations to real usage growth and revenue generation.

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CafeMinor

· 5h ago

Institutions quietly entering this space is indeed significant; a 120% growth is no exaggeration. --- Reducing gas costs by 35% and still earning more? I need to think this through carefully. --- A 7.2% annualized rate sounds good, but who can guarantee the security of private transactions? --- Staking 450 million tokens, the story of compliant finance is becoming more and more convincing. --- Fee income doubling—could it really be heading towards an institutional-level narrative? --- From "usable" to "user-friendly" sounds good, but I wonder what institutions truly think. --- Single transaction volume is two orders of magnitude different? Institutions are serious about this. --- Deflationary buybacks sound comfortable, but I'm worried there won't be enough fundamentals to support it later.

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SadMoneyMeow

· 01-12 09:19

Institutions are quietly positioning themselves, while retail investors are still flooding the screens. The gap is really incredible. --- Saving 35% on gas fees and earning more instead, this economic model design is quite clever. --- 7.2% annualized return is stable, but is it wise to enter now and take the risk of buying at the top? It just feels a bit too perfect. --- Privacy transaction volume has doubled, but how many of those users are really after privacy? Most are still chasing RWA profits. --- Staking 450 million tokens sounds like a lot, but I have no idea what the circulating supply ratio is. This data seems a bit fake. --- Regulated institutions' trading volume is 8 times that of retail investors... Is this still a privacy coin? Balancing compliance and privacy—how can both be achieved? --- Monthly revenue increased by 95% after the upgrade. Has the token price gone up? That’s the real focus; good data doesn’t mean much if the price doesn’t follow. --- The increase in RWA calls and usage is interesting, indicating that people are genuinely using it for business, not just hype. --- Deflationary buybacks and burns—who still believes in this routine? In the end, it’s just another way to cut and profit. --- From theoretical expectations to actual income, it sounds good, but will Dusk become the next "solid fundamentals but ultimately zero" case?

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GateUser-4745f9ce

· 01-11 11:52

Institutions are entering the market, with a 120% growth that’s not just talk—this is real adoption. Retail investors are still debating the price, while big institutions are quietly increasing their volume. --- Gas fees decreased by 35%, but revenue increased by 95%! This data logic is incredible, indicating that demand has truly picked up. --- A 7.2% annualized stable return, much better than most financial products. No wonder conservative funds are starting to pay attention. --- The combination of Privacy + RWA, this is the next big track. Dusk has finally found its position. --- Wait, institutional account trading frequency is 8 times higher? What are they testing? This could be very interesting. --- From projected expectations on paper to actual revenue generation, this hits hard. Many projects tend to boast excessively. --- Staked up to 450 million tokens, with the deflation mechanism kicking in. This is what a healthy cycle looks like. --- In terms of compliant finance, if Dusk really manages to secure this, the overall landscape will be different.

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Ramen_Until_Rich

· 01-11 11:47

A 120% increase sounds impressive, but are institutions really testing or is this just the prelude to another round of profit-taking? Fee income doubles, but what about the token price? That's the real key, brother. Staking at 7.2% annualized, sounds stable, but is this market really stable... From technology to practical application, is this upgrade truly significant? RWA compliant finance? Feels like they're just making up stories to tell institutions.

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NeverVoteOnDAO

· 01-11 11:45

Here comes the story of cutting leeks again. Does institutional entry mean good news? Let's wait and see. The data looks great, but what about user retention? It seems a bit uncertain to me. 120% growth sounds great, but what about the number of truly active addresses? Don't tell me they're all just bots. Staking with a 7.2% annualized yield—this return rate isn't really impressive anymore. Gas fees down 35%, but transaction fees actually increased by 95%. That logic is a bit crazy, haha. Are compliant institutions testing? Most likely they'll leave after testing. I bet five bucks. I'm tired of the deflationary mechanism. The key is whether there are real applications being used in the ecosystem.

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