Im waiting out for the other shoe to drop - Ive basically been out of Google on one LL for exactly one year - and came back 2 days ago - I have two theories on what is happening but I will only talk about one right now
DMOZ has reorganized their index and setup on their servers over the last few months - for as long as I can remember they have been set up with really bad mirrors and canonical problems - and have fixed that recently so that everything comes from the
www.dmoz.org site now - and since we know that google has always given a special meaning to dmoz links and they also automatically give you a link from google as well - and given that google has been reindexing dmoz into their directory like a buzzing bee for the last week or so - maybe this is partly a fallout of that
The other theory starts with they have removed some filters from last years big daddy update - but I cant prove that one yet - we'll have to wait and see what happens at the end of the summer when they normally put all filters back on
A third and less appealing theory has to do with individual sites - and not worth discussing as I dont have any proof - yet