The Weekly Dose of Risk

The Weekly Dose of Risk

Edition 32 | 2026 — Systemic Fragility Is Accumulative

✍️ by Amir Kabir | Founding Partner at Overlook VC

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Amir Kabir
Feb 04, 2026
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🧠 IN THIS ISSUE:

  1. The Take: Systemic Fragility Is Accumulative

  2. The Signal: Waterfall Liquidation in Gold & Silver

  3. The Builder: Piris Labs || Unified Optical Infrastructure Fabric for AI Datacenters

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