I still believe Ethena is one of the most ambitious projects in crypto. I have zero interest in another gen purpose L2, but Converge is specifically focused on institutional capital and RWAs, which is a very different target market. They also allow for the growth of permissionless DeFi too. The blue chip Ethereum DeFi apps are all onboard. If they continue to execute and can have a chain that hosts substantial retail DeFi activity alongside institutional capital, which further accelerates the already growing USDe ecosystem, well, that is probably going to be a very big winner. Easier said than done, but we desperately need these big ambitious projects in crypto right now.