I think the Stream blowup is good for the industry. @Nomaticcap can vouch for me, I have been questioning for a while if the demand for isolated vaults for long tail assets and higher yields across curators, has led to poor DD and a race to simply take outsized risk. That said, this blowup puts everyone back on their heels, before we got to billions or tens of billions in these hedge fund run strats being pushed as stablecoins or “low risk yields run by experts.” Midas grew from nearly $18M to $1B since Jan 1st. Thats because of real demand for tokenized fund yield, but it’s also due to a lack of understanding about the underlying risk to the strategies being run by these funds. I can be both extremely bullish on the future growth of tokenized funds but also skeptical of state of risk management in the industry today.