Dusk’s RWA thesis is structural, not narrative. It is built for how regulated assets actually move on-chain: through compliance, selective disclosure, and enforceable settlement, rather than retrofitted DeFi rails. This design enables sustained transaction demand, validator engagement, and real asset activity staking, all creating value.
When positioning Dusk against generalized RWA chains and Ethereum L2s, the advantage is, and will remain, regulatory suitability rather than volume. Its design fits the institutional need for audit, but offers confidentiality, a competitive advantage most other players don’t adequately address. The existing competitive landscape, characterized by regulatory fragmentation and slow institutional adoption, while seemingly a risk, is likely a net positive for the highly regulated and less speculative infrastructure for the regulated market that Dusk provides.