Fed's Dot Plot Shift and My Tech/Crypto Watchlist

The latest FOMC minutes and the subtly shifted dot plot caught my eye, suggesting a slightly stickier 'higher for longer' stance than some in the market were pricing in. While the immediate reaction was muted, it does add another layer of caution to growth narratives. I'm keeping a close watch on how this impacts bond yields, which in turn influences multiples for high-growth tech and risk assets. $ASML, despite its strong performance today at $1753.76, is on my watchlist for any signs of profit-taking if the macro narrative tightens further, as future cap-ex plans could see some re-evaluation. On the crypto side, even with $CRV and $LUNA seeing small bumps, up to $0.2413 and $1.3 respectively, the broader picture for alts remains sensitive to liquidity conditions. A hawkish Fed, even a mildly so, isn't exactly a tailwind for speculation. I'm just watching the levels for conviction breakouts, not jumping in prematurely.