hotd has built up this idea of dragons being a conduit for the divine from the very beginning of season one, when viserys and rhaenyra talk about how the targaryen's perceived proximity to the gods comes via their control of dragons. earlier in season two we also heard the smallfolk describe the dragons as invulnerable gods during the parading of meleys's head. this is a deliberate narrative that the targaryens have cultivated (as jace pointed out) to provide themselves with a divine mandate to justify their rule.

this idea of the dragons as a divine mandate is beginning to intersect with the conqueror's dream for rhaenyra in a fascinating way. rhaenyra has always placed more importance on the conqueror's dream than, say, daemon or jace, but this episode goes much further, and is full of rhaenyra talking about being given signs and instructions from the gods. i think addam claiming seasmoke was a transformation for her- she was smiling and had this look of near elation once he claimed her as queen.

i think she genuinely believes that the gods broke the rules of dragon claiming in order to give her a loyal dragon rider right when she needed one. we then see this same elated smile again when she successfully brings vermithor to heel.

each of these little moments is something she takes as confirmation that she's being aided by the gods. this is why she is so convinced that the dragon seeds who claim vermithor and silverwing will be loyal to her- she has convinced herself that all of this is the gods signaling to her and that they will bring her loyal dragon riders the way they brought her addam. the dragon tamers point out what rhaenyra is not willing to acknowledge; these are not true signs from the gods, but things that rhaenyra herself is reading into and arranging for herself. she is seeing what she wants to see. and this will be proven true when hugh and ulf betray rhaenyra, likely due to rhaenyra's own actions in locking the dragonseeds in to die. they were not loyal believers sent from the gods to serve her; they were just men, and she's given them the fantasy equivalent of nuclear missiles.

a large part of this belief in divine validation is definitely due to rhaenyra's own deep seated insecurity due to viserys neglecting her in her childhood and her small council not taking her seriously enough, but i also think this is a coping mechanism on rhaenyra's part. she has no choice but to lean into this war as fully as she can now, to describe herself as helpless in the wake of what the gods have set before her, because she needs her losses to mean something. she needs visenya's death and luke's death to mean something. she needs the loss of her relationship with alicent to mean something.

— Dir. Geeta Patel