Three of the four wallets that piled into No positions last cycle have quietly added fresh size ahead of tomorrow’s CPI release. Two bought in the minutes after the previous print, when implied probabilities were at their most elastic.
The pattern is consistent, but it isn’t conclusive. Size is real and timing is tight, yet none of the flags — wallet pedigree, cross-account synchronicity, or position history — are at extremes on their own. This one earns a monitor, not a chase.