>What indication would there be that the two are related? Do you expect them to write an email specifically stating that was the reason?

I'd want to see a pattern of multiple critics being banned. In the same video he admits that neobanks have a history of banning clients arbitrarily for seemingly no reason. Just a few months ago there was a story of someone being banned from wise for seemingly dumb reasons made it to the front page[1], so it's certainly possible for people to get banned because of pure incompetence. Therefore you'd expect a base rate of Palantir/Thiel critics banned from pure coincidence alone.

[1] https://news.ycombinator.com/item?id=45766253

>For what it's worth, that neobank received funding from his company, which definitely raises the odds of the two being related.

Right, just like you can come up with some spurious relationships from people being banned from wise, like the CEO hating pineapple on pizza (example, no idea whether he actually does) and the person being banned liking pineapple on pizza.