2026-01-08 10:31:46

Careful observation reveals what this circle has become nowadays.

On the surface, everyone is betting on what the next meme coin will be, with screenshots of "100x on the first day" flooding various chat groups, and an atmosphere filled with the desire to get rich overnight and the sense that a bubble could burst at any moment. But on the fringes of these voices, there is an unassuming corner being pushed into the spotlight by a group of institutional investors.

What they are interested in is not some novel concept, but an old project called Dusk. This guy has existed since 2018, never riding any hype, quietly doing his own thing. As a result, this year he suddenly announced a new phase and attracted 300 million euros in institutional funding in one go. This is worth pondering.

While ordinary investors chase after various hotly traded coins, what are the real big funds doing? They are transferring their assets into a safe, discreet, and fully compliant place. What Dusk is doing is building this kind of place for these institutions.

Why is such a thing needed? The reason is very practical. Suppose a leading financial institution wants to adjust a 1 billion USD position on-chain, but all these operations are transparent and public. Counterparties can watch your every move, which is a huge disadvantage. Financial institutions need privacy—hiding their strategies from the market.

But there is a bigger problem: complete opacity? Legitimate institutions simply dare not touch that. They must prove to regulators that they are clean and compliant. So what is needed is a solution that can both protect privacy and reassure regulators.

This may sound like an unsolvable contradiction, but the appearance of Dusk seems to provide an answer to this difficult problem.

DUSK-0,45%

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bridgeOops

· 01-11 06:57

Basically, institutions are quietly pulling out while we're still chasing meme coins. Dusk is indeed interesting; it hits the perfect balance between privacy and compliance. Look at how institutions operate—while retail investors are still betting on 100x returns, they are already deploying real assets. This is the true arbitrage opportunity, not some overnight wealth story.

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MeltdownSurvivalist

· 01-08 19:22

Bro, this analysis is spot on. Finally, someone sees through it. Retail investors are still dreaming with memes, while institutions are already playing the next move. Dusk is indeed an interesting old project. The combination of privacy + compliance is a very clever move.

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Frontrunner

· 01-08 11:19

Oh wow, this is the real story. Institutions are playing a big game while retail investors are still messing around with meme coins. It seems that the combination of compliance and privacy really has some substance, but can Dusk handle such a large scale? A 100x dream, wake up and smell the coffee. Just look at how institutions operate. A 300 million euro investment is no joke. The logic behind it is much more reliable than those screenshots. Wait, how can both concealment and compliance be satisfied at the same time? Something feels off. So, the people who really make money are not even in the places you can see.

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MemeKingNFT

· 01-08 10:58

Ha, it's that narrative again of "institutions quietly laying out their plans." We've heard this phrase so many times over the years. I just want to ask, when Dusk truly starts to gain momentum, how much of the pie can ordinary people get? Or will they still be cut out?

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ruggedSoBadLMAO

· 01-08 10:58

Huh? Institutions are playing with privacy coins, and we're still screenshotting 100x in the group? That's really outrageous. --- Dusk, this old project, suddenly raised 300 million euros, which is quite interesting... but it still feels like the usual story, privacy compliance and all that. --- Basically, institutions want to launder money but need to make it look legal. Can this really be done? --- Wait, can privacy and compliance really coexist? It feels a bit far-fetched. --- So we're still betting on meme coins, while they are doing asset transfers? Damn, I also want to get into this space. --- Does this article mean Dusk is the answer? That's a bit overhyped. --- The game that institutions are playing is definitely different from ours; they’re just quietly making money. --- Can privacy and regulation really be compatible? Sounds like a false proposition. --- 300 million euros, that’s a hefty number. No wonder they’re operating separately. --- So ordinary retail investors are still chasing 100x, while smart money has already shifted? Feels like I’ve been cut for a whole year.

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TokenRationEater

· 01-08 10:58

Haha, it's meme coin season again. Who's next to get chopped this time? Institutions already got out early, we're still waiting for 100x. Dusk has long been worth paying attention to, it's incredibly low-key. Privacy + compliance? This theory sounds too perfect, a bit suspicious. Big funds play a different game; we haven't even entered the door. Throwing 300 million euros in shows this is indeed interesting. Those who truly make money are always in the shadows; the lively places are full of cannon fodder. Finally, someone has exposed the true nature of this bubble. On-chain transparency is a double-edged sword; institutions saw through this long ago. I believe it, but I don't have the money to copy it.

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BearMarketBuilder

· 01-08 10:57

Alright, I'll be honest—retail investors are still playing meme coins for 100x gains, while institutions have already been quietly making big moves. Not looking down on this information gap? Not at all. Old projects like Dusk suddenly get a 300 million euro injection from institutions. Honestly, this is a game we can't play. Privacy plus compliance? Sounds perfect, but who really believes it? Institutions are hiding and playing cat and mouse on the chain, while retail investors are still bragging in groups. Is the gap really this big? I just want to know when it'll be our turn. Can Dusk's recent move actually bring gains, or will we get cut again?

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