If TH and KC are actually goated, or NAVI and FNC played really bad.
I still think they played bad, especially FNC, but even last year when they played bad they managed to win every game except against LOUD. I think they didn't adapted to the new meta, and you can say the same for NAVI. Both TH and KC have a more explosive and aggressive playstile, while FNC and NAVI still have a slow and metodical way to gather info and play the map, that probably doesn't work in this state of the game. Btw, even if I'd love to see TH or KC win in Madrid I fear that they will be under too much pressure... Hope not, but we'll see