I think your analysis is rash. Instead of eliminating an asset completely, come up with an estimate of its value to the economy in the future, relative to the

I think your analysis is rash. Instead of eliminating an asset completely, come up with an estimate of its value to the economy in the future, relative to the other assets (do this to cash also). Then, target your portfolio to match that distribution. While gold jumped, it doesn't mean it's over. And while crypto has been correlated with stocks, it still has some non-correlated part, introducing diversification, and you certainly don't need leverage to target a desired volatility. Other items to consider: * fertilizer (food prices going up means fertilizer will do the same; but it has doubled in the past year) * farmland REIT * office REIT (if you think the economy comes back to the office) * Ukrainian stocks ("buy when there's blood on the streets" also means "invest when the country most needs it")