2026-01-17 08:21:54

From a technical perspective, Sui has become very popular in the gaming and NFT ecosystems due to its parallel processing capabilities and the high-performance advantages of the Move language. However, this approach has a natural shortcoming—the default on-chain transactions are transparent, and privacy protection still relies on extension solutions.

Dusk has taken a different path. They do not follow the trend of chasing TPS numbers but instead embed zero-knowledge proof privacy mechanisms and compliance auditing into the underlying architecture. The Phoenix protocol, combined with the viewing key design, allows regulatory authorities to seamlessly conduct audits, which is very friendly to institutional users. Their Zedger platform is now in beta stage, supporting KYC integration and asset issuance functions.

In simple terms, Sui is more suitable for application scenarios that pursue versatility and high-speed transactions, while Dusk is a compliance privacy infrastructure specifically built for the European RWA market. After the mainnet upgrade in Q1, the adoption rate among institutional clients may accelerate. From a low market cap perspective, Dusk at this stage indeed resembles an undervalued infrastructure asset. The market has also responded recently, with gains approaching nearly double.

SUI-1,11%

DUSK-1,5%

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WhaleWatcher

· 01-20 04:22

I believe in this path of Dusk. Combining compliance and privacy to package and sell to institutions is indeed a differentiated position. Sui spending money to build the ecosystem is one thing, but privacy is truly a weakness. Relying solely on expansion solutions feels somewhat perfunctory. The demand for privacy and auditing in RWA is inherently rigid, so Dusk addressing this point still has potential.

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MonkeySeeMonkeyDo

· 01-19 03:52

Dusk is back again, but this time the logic is quite clear... Privacy + compliance is indeed what European regulators are into.

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LiquidityWitch

· 01-19 01:24

Dusk's approach is indeed different; the combination of privacy + compliance is very clever. Sui's transparent solution works fine for gaming users, but institutional clients simply aren't convinced.

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NftDeepBreather

· 01-17 08:51

Oh no, the idea behind Dusk is indeed brilliant. Instead of engaging in a TPS arms race, it focuses on enhancing privacy... The combination of privacy + compliance has real potential in the European institutional market, and the RWA trend is just beginning. Sui has long been criticized for its lack of transparency. The expansion plan is a patch after the sheep is lost, but Dusk has hard-coded this logic at the core layer. Its architectural design is simply not on the same level. Even after doubling, is it still pushing upward? There's still a chance to get on board now.

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GasFeeTears

· 01-17 08:50

Dusk's approach is indeed brilliant. Integrating compliance into the underlying layer is much more reliable than patching it later... When the RWA trend emerges, institutions won't be able to compete.

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HodlVeteran

· 01-17 08:49

Bro, let me tell you, I've been burned by privacy chains before... Dusk's approach to compliant privacy is indeed clear-headed, but don't forget what happened to those privacy coins in 2018—now they're delisted by major exchanges and turned into meme coins. TPS numbers are just a game, but Sui's ecosystem is hot, and institutions really would give up liquidity for privacy? I highly doubt it. It's true that Dusk has doubled in value, but I've seen too many "underestimated infrastructure projects" get slapped in the face in the end. Before you jump in, ask yourself if you can withstand the repeated regulatory crackdowns in Europe... I'm getting older and more fond of this stuff, so I'll just calmly go all-in on Bitcoin. Why do we need privacy? What's so great about hiding normal transactions? That kind of thinking easily irritates regulators. Compliance privacy sounds good, but can these two words really go together? It's like saying "trustworthy venture capital." I'm not going all-in on Dusk this time. Last time, the low-market-cap infrastructure almost bankrupted me. I've learned my lesson. After the Q1 upgrade, if it really takes off, everyone who bought in now is just a bagholder. Believe what I say.

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HodlAndChill

· 01-17 08:49

The idea of dusk is really good. The combination of privacy + compliance indeed hits the pain points of institutions. Compared to Sui's approach of "transparency to the point of chaos," this is the real thing that Da Jue wants. Doubling is just the beginning.

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TooScaredToSell

· 01-17 08:45

Dusk this round was indeed interesting to play. I'm not sure if European institutions will accept this approach to compliance and privacy... but it's definitely much more thoughtful than schemes like Sui, which are completely transparent.

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0xLuckbox

· 01-17 08:41

The idea behind Dusk is indeed clear: not engaging in the TPS arms race, but directly addressing the compliance pain point.

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