"As I said, Near is constantly growing, especially when we look at how we can trade on chain. Being confidential or being private becomes a bigger topic. And that confidential TVL has been mooning massively over the past few weeks, and I expect that to continue to grow. And all the revenue goes back into the Near protocol."

… ld also be following through, just like we have been seeing the same with Near, just like we are seeing the same with Ondo, as Ondo is still one of my largest positions here as well, and I actually built that position over the past few weeks. I remain fully allocated, and I think that there are a few interesting protocols that I want to highlight. As I said, Near is constantly growing, especially when we look at how we can trade on chain. Being confidential or being private becomes a bigger topic. And that confidential TVL has been mooning massively over the past few weeks, and I expect that to continue to grow. And all the revenue goes back into the Near protocol. Tao, as I said, is the decentralized AI layer that I think will start to continue to do well. It has seen a great bounce. It's currently consolidating, but I expect it to bounce up even more going forward. And finally, Ondo, it went from 40 million TVL to 3 billion TVL in a year, and they had the lowest slippage recorded on SpaceX over the past we …