2026-01-14 07:28:56

Looking at the evolution paths of the past few bull markets, there is an interesting pattern—during the latter half of the cycle, the market begins to re-evaluate certain assets.

Which assets? Infrastructure, settlement layers, and standard protocols. Why? Because when the ecosystem prospers to a certain extent, everyone will realize that the early systems are starting to become inadequate and need upgrading.

The DUSK project is quite special; it didn't follow the trend of jumping on the hottest concepts. Instead, it positioned itself in a key spot—the intersection of the three mentioned above. From infrastructure support, to settlement efficiency, to protocol standardization, it covers all these aspects.

If this cycle truly reaches the stage of re-pricing, projects at this foundational level are likely to become focal points. Of course, whether such projects can succeed ultimately depends on market acceptance. Currently, DUSK's progress in this track is worth paying attention to.

DUSK-4,5%

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InfraVibes

· 01-17 06:52

The underlying layer is indeed easy to overlook, but every late stage of a market cycle is when they turn things around. Wait, are all three tracks of DUSK covered? Sounds a bit ambitious. Infrastructure projects doing well into the late stage of a bull market is already good, but the key is having actual users actively participating. The phrase "捉襟见肘" (being stretched to the limit) is used perfectly; early solutions really struggled in the face of massive demand. But on the other hand, the competition in this track is fierce, so don't overestimate the uniqueness of DUSK.

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SneakyFlashloan

· 01-17 01:38

Agreed, the underlying infrastructure wave will definitely rise.

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BakedCatFanboy

· 01-15 06:14

Underlying infrastructure is really easy to overlook this time; everyone is hyping concepts, while DUSK quietly focuses on infrastructure, which is actually more solid.

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NFTArchaeologis

· 01-14 07:59

This idea is somewhat similar to the principles of stratigraphy in archaeology—the underlying infrastructure is the foundation of civilization, and it becomes increasingly crucial in later stages. DUSK has indeed hit the right rhythm.

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ProofOfNothing

· 01-14 07:58

The underlying infrastructure is the key, and this round will undoubtedly be a feast for infrastructure.

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CompoundPersonality

· 01-14 07:55

The underlying project is indeed interesting this time, but whether DUSK can really turn around depends on the execution power moving forward.

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ImpermanentPhilosopher

· 01-14 07:53

The underlying infrastructure has indeed been seriously underestimated. By the time everyone realizes it, it will be too late.

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LuckyBearDrawer

· 01-14 07:43

Infrastructure projects are definitely worth paying attention to this time, but don't hype them up too much.

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MoodFollowsPrice

· 01-14 07:37

Honestly, the logic sounds reasonable, but can DUSK really secure a position successfully? It depends on whether there are real application scenarios to support it later on.

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