Everyday I'm getting more convinced that Balaji might have been right. 

My conviction is still pretty low (ca. 4-5%) but it started from 1%.

Building @kiwi 
Writing @ https://kanfa.macbudkowski.com/

"As a reminder, the San Francisco-based bank’s customers have withdrawn some $70 billion since the collapse of Silicon Valley Bank earlier this month, The Wall Street Journal previously reported." https://i.imgur.com/6ne97kj.png

Same episode, different season

https://en.m.wikipedia.org/wiki/Savings_and_loan_crisis