On the weekend, the U.S. macro state is fracturing into a bimodal system of sovereign-backed technological hyper-growth and big demographic/fiat decay. For these developments, the smart long-term capital needs to overweight physical + digital infrastructure funds and divest from rate-sensitive collateral funds. ToAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this ...