Just anecdotal but two things I think people are severally misunderstanding risk is with regard to Strategy and quantum.
Not that they aren’t risk but a lot of people are giving them 50+ probabilities and in reality I think they are less than 10
My excitement for strc is very real. Incentives drive behavior and a yield that’s 7% more than anything else is very appealing, especially knowing they have the cash to payout for 2 years