On February 3, 2026, the RWA field welcomed a milestone moment: Consensys' MetaMask and Ondo Finance announced a deep collaboration. From now on, globally eligible users can bypass complex traditional channels and trade tokenized U.S. stocks, ETFs, and commodities directly in MetaMask.
This is not just a functional update; it is a 'dimensionality reduction strike' against traditional financial barriers.
1. The gateway of liquidity opens: RWA moves towards mainstreaming
Ondo Finance, with its Global Markets system, successfully brought highly liquid traditional financial products into DeFi. MetaMask, as the super entrance to Web3, means that the combination has lowered the liquidity threshold for RWA assets to a historic low. However, as trillion-scale assets flow onto the chain, a key issue arises: who will safeguard the privacy and compliance of institutional-level trading?
Two, DUSK (Dusk Network): The foundational tool for compliant privacy
This is precisely the home ground of Dusk Network (@Dusk ).
1. From 'can buy' to 'can legally settle': Ondo has solved the problem of 'assets on-chain', while Dusk's mainnet just launched in January 2026 addresses the issue of 'compliance settlement'. Dusk is specifically designed for RWA, and its built-in privacy protection mechanism ensures that large transactions are not publicly scrutinized, while also meeting the audit requirements of regulatory agencies through ZK technology.
2. First-mover advantage under the MiCA framework: With the full implementation of the EU MiCA regulatory agreement, institutions must meet strict compliance standards when holding RWA assets. Dusk has already established deep cooperation with licensed exchanges in Europe like NPEX and will bring over 200 million euros of regulated securities into its ecosystem. In the competition of 2026, Dusk represents the 'highest standard of compliance and transparency.'
Three, 2026 Investment Logic: Layout the 'asset side' and 'infrastructure side' of RWA
If you are optimistic about the RWA track, then this set of combinations is not to be missed:
• $ONDO : Capturing the traffic dividends brought by the explosion of the asset side.
• $DUSK (Dusk): Capturing the essential need for underlying privacy and compliance public chains driven by large-scale institutional entry.
Summary:
The collaboration between MetaMask and Ondo is a grand 'inauguration ceremony' that announces to the world: traditional assets and crypto finance are now without boundaries. For far-sighted investors, Dusk Network, which after its mainnet launch in January is steadily accommodating the trillion-dollar asset settlement demand, is the true underlying 'real estate' in this RWA financial revolution.
#dusk #ONDO #RWA #内容挖矿 #Binance
