Recently, there have been people on the chain saying "coincidental transfers," looking random, but if you break it down, it mostly makes sense: starting from the same batch of deposit addresses, one or two hops into a relay (a bit like washing cups in a sink), then dispersing to exchanges/bridges/staking contracts. If you straighten out the path, it’s no longer mysterious; it’s more about "funds looking for an exit." By the way, the main public chain is scheduled for an upgrade/maintenance these days, and the group has started guessing whether projects will move. I think it’s better not to jump to conclusions first; instead, look at bridge traffic, stablecoin net inflows—those are more tangible. For me, "long-term" is probably about a quarter; enough time to slowly add water to my positions like brewing cold brew, not in a rush to gulp it all down.