The narrator senses that the person fondling them seems to be assessing the overall situation, and they can't shake the feeling that they are somehow responsible for what's happening. Despite the uncertainty and potential awkwardness of the moment, there's an underlying affection in the gesture, hinting at a deeper connection between them.
This moment captures a complex mix of emotions, including vulnerability and intimacy. The narrator's acknowledgment of the "sleepy" yet pleasant nature of the fondling suggests a blend of comfort and confusion, as they navigate their feelings and the implications of this tender interaction.