In the crypto world, projects shouting about hundredfold dreams are everywhere, but truly solving practical problems with underlying infrastructure is rare.

As an investor who has been observing the primary and secondary markets for years, I have always followed the strategy of "staying true and innovating." Simply put, I focus my core holdings on projects with real demand, and Dusk is the "ballast" in my portfolio.

Many people can't understand—L2 is so popular, why still fixate on a certain Layer 1? The answer is quite straightforward: compliance and privacy are the only tickets for large capital to enter.

Imagine, today's Web3 is like a completely transparent fish tank. The obsession with privacy among financial institutions is beyond your imagination—fund flows and transaction records are fully exposed, which they simply cannot accept. The goal of these projects is to install a "one-way glass" on this fish tank—outsiders can't see inside, but transactions inside continue as usual.

My holding logic for DUSK is very pure—I don't care about short-term fluctuations over a few months. I look at what will happen 3 to 5 years from now, when RWA truly goes on-chain at scale. At that time, privacy financial protocols will become standard, and this long-accumulated force will be truly dazzling.

Only when technology is truly implemented does it have persuasive power. This slow and steady rhythm of accumulation is the most worth waiting for.