The 60/40 portfolio is officially dead. When government deficits exceed 5% of GDP, sovereign debt stops being a "risk-free" stabilizer. It becomes a systemic risk. Here is the 70/20/10 blueprint to survive fiat debasement and capture the AI supercycle inspired by @vaneck_us . 👇 🟢 70% Equities: The Moats Avoid single-tier AI wrappers and legacy tech. Buy vertically integrated monopolies with massive operating income growth: $NVDA: The AI compute mainframe. $AMZN: Custom silicon + retail/cloud dominance. $GOOGL: Full-stack AI integration. $MSFT: Unbreakable enterprise ecosystem. 🟡 20% Fixed Income: The Liquidity Anchor Zero duration risk. Don't try to catch falling knives in the long-term bond market. Park cash here for pure liquidity: $SGOV: 0-3 Month T-Bills. 🟠 10% Real Assets: The Chaos Hedge If the state loses confidence, you need assets that cannot be printed. Physical Gold: The ultimate sovereign currency alternative. $BTC: Digital scarcity, currently in a prime accumulation zone. $ETH: Smart contract layer dominance. Recency bias traps average investors in 40-year-old strategies. The macro environment has structurally shifted. Protect your purchasing power. Own the infrastructure.