日拱一卒Monkey哥

Friends, recently I had tea with a few old friends from the industry, discussing the current market situation. We all sighed at how cold the market has become, making us shiver. In such times, people's attention is either fixed on a few long-established strong coins, or chasing various short-term, quick-profit new concepts. I've noticed that projects like @Walrus 🦭/acc ol have seen a significant drop in discussion热度, and its token $WAL 's K-line chart has become as stagnant as a still pond, sluggishly moving within a narrow range, lacking any energy.

This 'quiet period' is actually quite interesting. It may not be as thrilling as sudden spikes or crashes, but it truly reveals a project's essence and the patience of its holders. $WAL The current trend, to put it plainly, reflects a market in观望—neither bulls nor bears are making major moves. In the short term, it lacks a compelling narrative to attract hot money, so the price naturally struggles to rise. But this is like the tide receding, giving us a chance to see whether what remains on the beach is just sand, or solid rocks.

In the crypto downturn, evaluating the long-term value of @Walrus 🦭/acc

The cryptocurrency market is like the tide, with the frenzy of high tide and the chill of low tide. When the market as a whole falls into a slump and the noise temporarily fades, it is precisely the valuable window for us to calmly examine the long-term value of projects. Today, I'd like to delve deep into @walrusprotocol and its token $WAL . At this stage, its performance might not be dazzling, but its underlying logic and positioning within the ecosystem are worth setting aside short-term price anxiety for some calm reflection.

Hello everyone, the overall market has been relatively quiet lately, with many projects entering a 'silent phase'. I've noticed a rather interesting phenomenon: the discussion热度 around @Walrus 🦭/acc seems to have also declined. This reminds me of an old saying: 'Market sentiment is born in despair, grows in hesitation, and dies in frenzy'. Right now, $WAL 's situation, I believe, is precisely at that delicate balance point between 'despair' and 'hesitation'.

Let me first share my understanding of the current market situation. The K-line chart of $WAL can be described with one word: 'a stagnant pool'. There's neither strong upward momentum nor panic selling—just repeated oscillations within a range. This kind of market typically indicates two possibilities: either large players are quietly accumulating, or market participants are generally in a观望 state. Based on on-chain data and some community discussions, I personally lean toward the latter—most early investors haven't cut their losses yet, but new capital isn't eager to enter either; everyone is waiting for a clear signal.

A recent noticeable trend is that more and more institutional investors are discussing 'compliant on-chain finance.' Whenever this topic comes up, @Dusk and its $DUSK almost always become focal points. This project, once primarily focused on the 'privacy' label, is undergoing a fundamental narrative shift, a transformation that may well be establishing its new value anchor.

Narrative Shift: From Privacy to Compliance Bridge

Simply understanding DUSK as a 'privacy blockchain' is already outdated. Its more accurate positioning is as a 'bridge infrastructure providing compliant privacy capabilities for traditional finance.'

Hello everyone, today let's talk about @Walrus 🦭/acc col and $WAL . You all know the current market environment—it's been very quiet, the once-busy chat groups now have messages only every few hours. But I actually think this is the perfect time to calm down and take a close look at some projects.



There have been many people recently asking me about $WAL , and opinions are quite polarized. Those bullish say it's the core infrastructure of the Sui ecosystem, the foundation of the future; those bearish think its price is weak, lacks short-term narratives, and is just a 'zombie coin.' Actually, I can understand both perspectives, because neither is wrong—they're just looking at different timelines.

Friends in the community, have you noticed that the previously much-discussed @Walrus 🦭/acc col has gone quiet in recent market trends?$WAL 's price, to be honest, after a brief fluctuation, now seems to have settled in place—neither rising nor falling significantly. Frankly, this kind of movement is the most frustrating. Watching other coins soar and plummet while your own stays completely still makes many people start to doubt whether it's time to switch to something else.

In my opinion, instead of staring at that half-dead line every day, it's better to figure out what stage $WAL is currently in. I've always viewed it as the 'infrastructure stock' within the Sui ecosystem—just like during the early internet bubble, when everyone rushed to invest in portals, forgetting the companies that provided servers and bandwidth. Walrus aims to become the foundational service provider for 'data storage and bandwidth' in the future Sui world. This is a huge endeavor, but also a slow one, requiring the entire ecosystem to flourish first before its value can truly be realized. So, the current sideways movement of $WAL is, to some extent, a wait—waiting for a 'killer application' within the Sui ecosystem that can attract a large user base.

Friends, I'm sure everyone has felt the chill in the market recently. When the noise fades and the sea turns cold, only the projects still diving deep are worth watching closely. Today, I want to talk about a quiet contender: @Walrus 🦭/acc col and its $WAL L.

Right now, the $WAL chart looks like the frozen surface of the Arctic Ocean—calm to the point of anxiety. It's trading sideways near a critical technical and psychological level, with bulls and bears seemingly locked in a stalemate. This kind of market is the most draining for enthusiasm. But what I'm watching is whether the 'walrus' beneath the ice, named Walrus, is gathering strength. The real story rarely lies in the swings of the candlesticks, but in the undercurrents of ecosystem development.

Have you noticed how the conversation around privacy chains is subtly shifting? In the past, it was purely technical discussion, but now we're hearing more and more about 'compliance,' 'institutions,' and 'RWA (real-world assets).' In this context, @Dusk n and its $DUSK are moving from a niche technical experiment to the edge of a spotlight that could hold immense opportunity.

Redefining: Not a 'privacy coin,' but a financial solution
The market used to label DUSK as a 'privacy blockchain,' but I think that's too narrow a view. What DUSK is truly doing is productizing cutting-edge privacy technologies—such as zero-knowledge proofs—into compliant tools that meet traditional financial regulatory requirements.

The industry discussion has recently shifted. Some who previously focused on top-tier blockchains are now turning their attention to @Dusk n and $DUSK . This project appears to be breaking through market's conventional perceptions, with its narrative logic undergoing a quiet but critical transformation.

Value Reassessment: From 'Privacy Chain' to 'Compliant Infrastructure'

The market's perception of DUSK needs to be refreshed. It is transitioning from a blockchain project emphasizing privacy to a more precise positioning—providing privacy infrastructure for regulated financial markets. A key piece of evidence for this shift is its case of providing security tokenization technical support to the Dutch NPEX exchange. This marks that DUSK's technology stack (such as confidential smart contracts) is no longer confined to the crypto-native space but is beginning to enter core processes of traditional finance, addressing the real-world business need of achieving data privacy while meeting strict compliance requirements. This first-mover advantage is helping it build a professional barrier.