According to CoinMeta, at the TOKEN2049 meeting, Consensys founder Joe Lubin stated that Ethereum is approaching convergence with L1, L2, and private chains. Morpho CEO Paul Frambot claimed that DEFI has already reached a level of maturity, while Bit Digital CEO Sam Tabar believes that AI agents will become the next wave of Ethereum users. Additionally, there was a disagreement between Sam Tabar and Joe Lubin regarding whether it is reasonable for certain companies to hold the ETH treasury.