The last times the VIX surged over 40 captured the highest stress periods in the modern era (dotcom, subprime, pandemic)

Check this chart: https://i.imgur.com/Wg1Cg5z.png
And it just crossed 60 at the time of this post.

I'm choosing to de-risk and highly increased my allocation to Long Term Treasuries until the rate cuts are over.

A chart which argues against holding stocks during periods of rate cuts (while LTTs should do well):
https://i.imgur.com/4W18aas.jpeg

What are your thoughts?