Lumen's got potential, no doubt about that. But what really matters right now is watching how this early consolidation phase shakes out. The key question is straightforward: who's actually committed to the long game here, and who's just looking for a quick flip? That distinction will tell us everything we need to know about where this heads next. Once we can clearly separate the real holders from the traders just passing through, we'll have a much better read on the project's genuine strength.