On February 2, 2026, the latest data from Tokenomist made the market gasp: in the next 7 days, the crypto market will face a token unlocking totaling over $638 million. From the large single releases of HYPE and BERA to the linear pressure from SOL and WLD, the massive increase in supply hangs over investors like the sword of Damocles.
In 2026, a year of returning to value and rejecting inflated valuations, such a scale of unlocking often signifies a new round of valuation cleansing.
1. The essence of the unlocking tide: seeking certainty beyond 'dilution'
Token unlocking is not terrifying in itself; what is terrifying is the lack of real demand to match it during the unlocking. When $638 million in assets flood into the secondary market this week, most protocols lacking self-sustaining capabilities will face price crashes.
However, the narrative logic of Dusk Network (@Dusk ) is completely different from these 'to be unlocked' projects.
1. The 'coming of age' of the token model: After experiencing the baptism of the mainnet launch in January 2026, Dusk has passed the most unstable early stage of supply. Currently, DUSK's output and staking incentives are deeply linked to the financial activities of the mainnet, entering a positive cycle.
2. The 'throughput' of RWA assets: Instead of worrying about dilution caused by unlocking, focus on what Dusk is doing. Currently, Dusk plans to bring over 300 million euros of tokenized securities to the mainnet in partnership with NPEX. The settlement of these trillion-level real-world assets will create a huge DUSK consumption scenario, offsetting market volatility expectations at the underlying level.
2. 2026: Transitioning from 'paper wealth' to 'compliance infrastructure'
In this week's unlocking list, there are many high-profile star projects. However, for institutional funds, the selection criteria for 2026 have fundamentally changed: Compliance > Hype.
Dusk's auditable privacy technology not only complies with EU MiFID II regulations but has also recently gained favor from several mainstream licensed exchanges. When market funds withdraw from risky targets due to concerns over unlocking, projects like Dusk, which possess 'real assets + compliance thresholds', are becoming a gathering place for smart money.
3. Guide to Avoiding Pitfalls: How to allocate your positions?
Facing the impact of 638 million dollars:
• Beware of high premium and high inflation projects: Especially those that have only narratives and no real income, the 'air L2'.
• Focus on established hardcore infrastructure: Projects like DUSK that have launched their mainnet, possess specific compliance applications (such as DuskPay), and have a smoothing supply curve are quality alpha to withstand market corrections.
Summary:
The unlocking tide is a stress test for the market and a touchstone for projects. When the 600 million dollar selling pressure makes the market tremble, Dusk Network is steadily advancing its grand blueprint for the tokenization of financial assets. In the race between inflation and value, DUSK, which is code-compliant and has real entity support, has already won at the starting line.
#dusk #RWA #内容挖矿 #MiCA #BinanceSquare
