【Uncle's Short Review】Binance Intel Contract vs. Dusk Privacy Settlement: Who is the Real RWA Winner?
Hello readers, I am Uncle.
Today, Binance launched contracts for Intel ($INTC) and Robinhood ($HOOD), which indeed ignited the heat in the RWA track. But Uncle wants to pour some cold water: this is called 'price exposure', not 'asset on-chain'.
What you are trading is the rise and fall of synthetic assets, while the true ownership transfer still remains locked behind the high walls of traditional finance. This is why Uncle has always been keeping an eye on @Dusk .
The 'hidden clues' in the duel between the two giants:
Many people ask if Ondo will build its own engine? Uncle believes that capital can buy the team, but it cannot buy 'technological compound interest'. Dusk's Piecrust VM is a ZK dedicated virtual machine that has been developed over six years, and this is not something that American projects can achieve through 'brute-force on-chain'.
Interestingly, although Ondo and Dusk have not officially announced a partnership yet, they both completed deep integration with Chainlink CCIP in January. This indicates that both are running on the same 'digital railway'. Uncle boldly predicts: in the future, Ondo will be responsible for expanding into the American market, while Dusk will become the only 'privacy vault' for global big players under EU regulations (MiCA).
Tonight at 11 PM, the New York summit opens, and it’s not just about the speeches, but about who can solve the 'business privacy' technical hard injury.
$DUSK #dusk #RWA #Binance #Intel @Dusk
