Posts  / #POST-231611
REDDIT

i think the bubble is going to pop

T
Jul 8, 2026 · 00:28

Im a typical investor sitting heavily in VOO, SMH, Mag 7 and I think the bubble is going to pop, but looking at the typical hedges, none of them feel like a safe bet right now:

\-cash - gets eaten by inflation and the dollar decline

\-small mid caps - dump harder in a actual crash

\-btc - just moves like a high-beta stock anyway doesnt actually hedge

\-taiwan/korea - will tank if us tech does they supply the picks and shovels

\-physical gold is annoying to store and paper gold has counterparty risk

\-terrific ten - a general lack of faith in structural institutions makes me hesitant to go too heavy here

honestly the only things that seem halfway decent is japan? but I don't know much about it and might be missing something

In general what is a good hedge against the tech bubble?
what do you think about a mix of VOO, japan, terrific ten, paper gold, and cash. Is this solid strategy or am I missing something? and how should I allocate these?

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Edit: I dont know the future and I'm not looking to short snp get magic cards either, I'm just very heavy into USA and tech stocks and want to diversify but none of the other diversification looks really good after briefly looking into it, so unsure of what to do and looking for some conversations here since I don't know anyone irl that invests.