Fed's Dot Plot and the Persistent Inflation Narrative

Been watching the shifting sentiment around Fed rates, especially after the latest dot plot. While the market seems to be pricing in cuts sooner than the Fed's own projections, the recent CPI data, though a bit of a mixed bag, still highlights some stickiness. It's making me reconsider some of my more aggressive long plays that are heavily dependent on a swift dovish pivot. I'm keeping a closer eye on sectors that perform well in a 'higher for longer' rate environment, or at least those less sensitive to borrowing costs. For instance, tech names with strong balance sheets and consistent free cash flow, rather than speculative growth, are looking more attractive. The move in $ETHUSD today, while positive, feels like a short-term bounce within a broader wait-and-see. It's less about the daily fluctuations in something like $DKNG and more about the underlying current from the central banks.