Is anyone recently paying attention to the privacy track and real-world assets (RWA)? I’ve spent quite some time digging into the latest developments and ecosystem tokens of a certain privacy network project, and I was surprised to find some opportunities that the market has temporarily overlooked but show clear signals of value.

First, the conclusion: this project is at a very critical juncture — fundamentals are improving but the price hasn’t caught up yet, and its technical value is severely underestimated. It may undergo revaluation in the next market cycle.

Let’s look at the price. Compared to the high point of the last bull run, the current price has already experienced significant retracement. Many people have thus labeled it a “cold project” and moved on. But I see this as an opportunity — the key is that its positioning is upgrading. It has evolved from a simple “privacy public chain” to a “privacy settlement layer for compliant RWA applications.” This direction is very precise, directly addressing the two most rigid needs of institutional capital onboarding: privacy protection + regulatory compliance.

The real powder keg is on the technical side. Recently, their EVM-compatible mainnet has officially gone live. What does this mean? Developers within the Ethereum ecosystem can now directly migrate DeFi and RWA-type applications, and once launched, they come with built-in privacy features. This is no small matter — it could open the first wave of ecosystem application growth and real user adoption. Coupled with their partnership with licensed exchanges in Europe, the entire commercial closed-loop story is beginning to take shape.

In the short term, focus on the price; in the long term, focus on the fundamentals. This time window is worth paying more attention to.