According to Charlie Bilello, a 60/40 portfolio delivered total returns of +18.0% in 2023, +15.5% in 2024, and +13.6% in 2025, countering the December 2022 claim that the 60/40 portfolio is dead (source: Charlie Bilello, X, Jan 4, 2026). For traders, these consecutive gains provide a concrete multi-year benchmark for balanced allocations when evaluating performance versus other strategies (source: Charlie Bilello, X, Jan 4, 2026). Crypto takeaway: use the reported 60/40 returns as a comparative hurdle when assessing digital asset allocations and risk budgeting over 2023-2025 (source: Charlie Bilello, X, Jan 4, 2026).

According to @LexSokolin, the coming decade will feature a major wealth transfer and he advises traders to prepare by learning tech domains like Web3 and AI, finance areas like crypto and DeFi, and capital markets such as stocks and bonds, source: @LexSokolin on X, Dec 11, 2025, https://twitter.com/LexSokolin/status/1999178317518229857. He highlights that knowledge compounding is the edge, summarized as “The more you know, the more you make,” source: @LexSokolin on X, Dec 11, 2025, https://twitter.com/LexSokolin/status/1999178317518229857. For trading relevance, his guidance directs market participants to build cross-disciplinary skills across Web3, AI, crypto, DeFi, and traditional assets to better identify opportunities and manage risk, source: @LexSokolin on X, Dec 11, 2025, https://twitter.com/LexSokolin/status/1999178317518229857.