Hah! Interesting thesis here https://twitter.com/innoc_bystander/status/1634773053304610818
I thought it was more along the lines of people going through the depositors with a closer look and realizing the absolute nonsense the VCs invested in during the cocaine fuelled 2021 degenerate funding heyday.
Saw this before the bailout announcement and was like “interesting, but prob just a crackpot” yeah… with hindsight, checks out