A few weeks ago, rumors that Morsis Mihi (MM) was pulling out of Delve and heading North again began percolating in several forums.
Spot checks on Delve indicate MM activity there has been tailing off for the last week. That, along with the occurrence of combined MM, Brick Squad and Gypsy Band fleet activity in Curse and lighter harassing forays into into Scalding Pass indicate that MM and their allies are indeed attempting to re-establish themselves in the North after months of exile in the Delve "Thunderdome".
A move into Curse would indicate that the dispossessed alliances are establishing a base of operations in the the NPC region from which they could launch strikes into Scalding Pass against DRF targets. By establishing themselves in Curse now, over a week before the Crucibal release, they could be well positioned and provisioned to begin large scale operations soon after the planned Winter Supercapital nerf is deployed.
Incursions into DRF sovereign space in early December may allow the exiles to consolidate any early gains during the Christmas and New Year holidays, when capsuleer activity tends to fall off.