A seasoned hedge fund CIO just dropped an observation that's got the macro desks buzzing. The latest National Security Strategy report? Dude says it's straight out of the Cold War playbook—heavy on geopolitical tensions, light on the nuance we've gotten used to in recent decades.

What's the play here? According to this perspective, investors might want to rethink asset allocation with a Cold War lens. Think defense contractors gaining momentum, commodities getting reshuffled, supply chain realignments creating winners and losers. Energy security could trump efficiency. Tech decoupling might accelerate.

For crypto folks, this mindset shift matters too. If we're heading into an era where nations prioritize strategic autonomy over open trade, digital assets could either become havens for capital mobility or targets for stricter controls. The smart money isn't panicking—they're repositioning. Sometimes the biggest alpha comes from reading the geopolitical tea leaves before the crowd catches on.