I think it's a wise move. Many companies who leveraged...

I think it's a wise move. Many companies who leveraged themselves are going to be crunched next year as demand slows down and inflation continues to eat margins for some. Waiting until mid-late next year would be ideal as you can see who is still standing (healthy) at a cheaper price.

Dropsuite continues to grow at a predictable level and must be looking quite attractive to lower risk institutions with a longer investment time horizon. These large trades over the past few days are extremely unlikely to be retail.