Today is the last article. I don't want to talk about K-line charts, technology, or white papers anymore; I want to discuss the sky above our heads (policy). Recently, the news about 'China prohibits RWA' has been rampant, causing panic among people. But when you understand the in-depth tweet from Dusk's CTO yesterday, you will realize: is this really bad news? This is clearly a battle cry for m-73 to dominate the European market.
A familiar 'policy panic'
These days, doesn't it feel like we have returned to a few years ago? Back to 312, 519? The screen is full of news saying 'China prohibits RWA' and 'even overseas is not allowed to post.' This reminds me that just a few months ago, Hong Kong was enthusiastically developing Web3, and suddenly the wind changed. Many people see the word 'prohibit' and their knees go weak, thinking that the RWA track is going to cool down. If you think so too, then you have been deceived by this appearance.
The 'dual-track system' of the East and West: Dusk's favorable timing and location
Dusk's CTO Hein Dauven published an in-depth analysis yesterday, directly revealing the truth:
China (East): is currently 'cutting off'. Virtual currencies (Crypto) are strictly prohibited, but in reality, they are establishing a stricter framework for 'compliant RWA (real-world assets on-chain)'.
EU (West): is currently 'merging'. Through the MiCA legislation and DLT pilot system, the EU has allowed the establishment of a full-chain securities trading and settlement system.
Do you understand?
The EU is currently the only place in the world where you can legally operate a securities settlement system on-chain.
There are no 'grey areas' here, only 'legal white lists'. Dusk is specifically built for this regulatory environment (DLT-TSS). While the East is still 'clearing the runway', the West's Dusk has already taken off in its plane.
Why are Hedger and DuskTrade 'game changers'?
In this grand compliance context, when we look at Dusk's two core products, you will understand their value:
Hedger (shovel):
Since the EU allows assets to go on-chain, how do developers get in?
Hedger is the tool that lowers the threshold to 0. It allows ordinary Ethereum developers to write smart contracts that comply with EU privacy regulations without having to learn complex cryptography. It is the bridge connecting 'Web2 developers' and 'Web3 compliant finance'.
DuskTrade (venue):
Since it is compliant, where do the assets trade?
DuskTrade is the 'compliant version of Nasdaq'.
In the voting, everyone values 'privacy (60%)'. I used to think people wanted to evade regulation, but now I understand: on DuskTrade, privacy is not about hide-and-seek, but about protecting business secrets. Institutions only dare to trade that €300 million in assets when privacy is protected (not afraid of being front-run, not afraid of leaking their hand).
A final glance back
In the past month, we have witnessed Dusk transform from a vague concept into something clearly visible. We opened wallets, made pledges, understood the team, and saw the situation clearly. The current $DUSK is still lingering at the bottom, but its value has soared into the atmosphere along with EU regulations, NPEX assets, and the release of Hedger.
This is a track of 'long slopes and thick snow'. Do not be swayed by short-term emotions. When the RWA market in Europe fully explodes in 2026, you will be glad that you understood this situation today and held onto this key.
The article is finished, but Dusk's grand play has just begun.
Everyone, take care, see you at the peak of the bull market.
