It was always going to be someone who noticed that SVB's idiotic investments had put a hole in its balance sheets, and that it was largely funded with hot money

It was always going to be someone who noticed that SVB's idiotic investments had put a hole in its balance sheets, and that it was largely funded with hot money that would depart when that hole was noticed. Blaming Thiel for being that someone is just saying he was more alert than anyone else.