BTC and US stocks fall, ETH defies the trend and attracts funds; be careful of Uni's sudden huge Unfavourable Information; will the Fed not cut interest rates in the first half of next year?!

The data of Ethereum is quite impressive now. Bitcoin and the US stock market fell, but the net inflow of funds into the ETF of Ethereum is still going against the trend?
It seems that many big players are starting to lay out the March Prague upgrade in advance, buying more as it falls.
So ETH and ETH ecosystem coins can really take advantage of this wave of pullbacks and lay in ambush. AAVE around 300-320 is a good entry opportunity, and Pepe, as a new meme of ETH, is also worth laying in ambush.
Don't rush to buy it. We will witness the miracle in 2-3 months!
Speaking of ETH ecosystem coins, Uni may weaken for a while recently, because someone transferred $220 million worth of Uni to Uniswap, which seems to be a sell-off.
You should know, this 220 million is considered a very large amount in BTC, while the total market value of Uni is only around 7 billion. This 220 million selling pressure is not small, so it's better to buy some AAVE in the short term.
From the on-chain data, the growth of TVL for ETH, Sui, and Hype has been good in the past month, especially Hype, which ranks tenth in TVL on the public chain and is also in the top 20 in terms of token market value. Since Hype was launched just a month ago, it has not yet been listed on BIAN or OUYI. I think the probability of it being listed in the future is quite high.
But he has indeed risen too much recently, I need to see a larger pullback before considering to ambush a little, and then see if he can finally go to BIAN.
Something's wrong, the Fed may not cut interest rates again until the first half of next year.
The first rate cut by the Fed next year is likely to be delayed until June. The probability of a rate cut is 43%. The probability of no rate cut is still as high as 39%. If you want a more certain rate cut, it should be in July, so it's not just a false alarm that there won't be a rate cut for half a year, which is also the main reason for the current market weakness.
But everyone doesn't have to worry too much, because the interest rate cuts are all expected values, and they change significantly every month. When the CPI fell before, the expected interest rate cuts for next year immediately came to 4 or 5 times, but in the past two months, as inflation rebounded, the expected interest rate cuts quickly decreased. So as long as inflation can decrease normally later, the Fed will come back with a flood of liquidity. However, I don't think the latter part of the bull market will experience a sharp rise like the last time with a flood of liquidity, it should be similar to the US stock market, gradually rising with gradual liquidity injection, maybe it will be a slow bull market.