According to @akshat_hk, seed-stage VCs taking 100x profits and rotating to large-cap, lower-risk investors is a normal lifecycle and can be long-term bullish as the average cost basis rises, similar to BTC over the past two decades, source: X post by @akshat_hk on Sep 17, 2025 and the Lookonchain post he cited. For trading, treat VC distributions as event-driven supply and map upcoming volatility by tracking unlock and vesting cliffs, source: @akshat_hk on X for rotation context and TokenUnlocks for unlock calendars. To gauge near-term sell pressure, monitor labeled VC wallet transfers to exchanges and exchange netflows and wait for sustained net outflows and slowing distributions before scaling entries, source: Arkham and Etherscan wallet labels and CryptoQuant exchange flow dashboards. For confirmation that new higher-cost holders are absorbing supply, look for rising spot volume versus perp open interest and funding near neutral to lower liquidation risk, source: Kaiko spot market data and Coinalyze funding and open interest.