【Uncle Yan's Short Review】2/7 Post-War Review: When China Cracks Down on RWA, Who is the Real Safe Haven?\nHello readers, I am Uncle Yan.\nThe sharp drop on the night of February 5 washed away the market's bubbles, and yesterday (February 6), a notice from the Chinese authorities stating 'strictly prohibiting illegal RWA activities' dispelled investors' fantasies. Many people ask Uncle Yan, isn't RWA supposed to bring real assets on-chain? Why has regulation instead become a disaster zone?\nThis is the core point mentioned by Uncle Yan in the long article: 'RWA without settlement sovereignty is just a digital certificate that could go out at any time.'\n1. Regulation is the 'stress test' for RWA\nChina's tightening policy proves one thing: RWA is definitely not a lawless land. While American projects are still evasive to avoid regulation, Europe's #Dusk has directly inscribed the MiCA regulations into the underlying agreements. This logic of 'compliance first, assets later' has become a reassuring factor for large funds after the market crash.\n2. The Antidote to Asynchronous Risks\nThe settlement delays mentioned in the long article have left countless people feeling helpless during this volatility. But Uncle Yan observed that the mainnet data of @dusk_foundation remains stable. This proves that its SA consensus mechanism can still maintain second-level settlement certainty (Finality) under extreme pressure. For large institutions migrating €300 million in assets through NPEX, this kind of 'stability' is more important than anything else.\n3. February's Practical Focus: The Resilience of $EURQ\nWhen the US dollar stablecoin experienced significant fluctuations in lending rates during the crash, the $EURQ, compliant with EU electronic money regulations, demonstrated high stability. This is not just a currency exchange issue, but the security of the settlement channel.\nUncle Yan's Conclusion:\nIn the post-crash market, we do not need lively narratives; what we need are 'settleable assets' and 'protected property rights.' Uncle Yan is optimistic about Dusk because from the start of its design, it synchronized regulations with technology, which is the technological dividend we should protect in 2026.\n\n@Dusk #RWA #ZKP #MiCA #dusk $DUSK \n\n
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