Joe

Exploring investment and Bitcoin accumulation strategies 💪 The Bitcoin-Gold Harvest ✨ ⚠️ Not financial advice

[Alexis Wilkins @AlexisWilkins]

THREAD: (1/13) A foreign-linked influence network has been running coordinated operations against the Trump administration for 22 months. I know it's real because they ran one against me. I was targeted in something I knew was far from organic. This level of media is isolating, unwanted, and unwarranted. There was nobody to help, nobody to jump in and say, this is a false OP and help me. Well, I don’t believe in problems without solutions, so I’ve spent the last few months learning to build programs to utilize publicly available information to prove that this is way bigger than me. This is about creating chaos in the Republican Party. It's about the organized effort to lose Republicans the midterms and subvert President Trump's agenda, and I have the data for you to see 🧵

[Joe @InspirixInvest]

@RobinhoodApp Still waiting on invite for Gold Card. Gold member and on waitlist for a year 😢

[Joe @InspirixInvest]

Moved to 70/30 IBIT/MSTR allocation a while ago, so now i just hodl and don't care about price action.

The good news is if you're in income etfs, you've lost less on the way down, so it's a +EV transition to swap for the underlyings.

Then you just wait for the full ride up.

[Joe @InspirixInvest]

@elonmusk More of this! Very refreshing to see @elonmusk and recently @saylor push back and not let something go (although felt bad for the poor guy Saylor did this to 😂). I hope this is the new trend... no more playing into narratives. No mercy when we have truth!

[Joe @InspirixInvest]

@TMTLongShort 🎯

[Joe @InspirixInvest]

@RobinhoodApp Day 2 didn't work... told me I was late and missed it. This is after Day 1 was completely broken and I had to force close and reopen the app multiple times - but at least Day 1 did count me when I check later. Figured thats how Day 2 work work. Pretty disappointing.

[Joe @InspirixInvest]

@RobinhoodApp Day 1 rewards were very buggy. Multiple force close reopens on the iOS app in order to finally eventually well after the deadline see that it did in fact count me. So Day 2 i showed up after, figuring thats just how it works. And told I missed it. Please DM.

[Rep. Anna Paulina Luna @RepLuna]

Two votes that should happen:
1. Eliminate Income Tax
2. Ban Insider trading

[Joe @InspirixInvest]

@yieldandgrace @saylor So bullish… finally got back into $MSTR … at 172.49!!! Forever-hold 🙌

[Joe @InspirixInvest]

Prepare to HODL 👀

[Shanaka Anslem Perera ⚡ @shanaka86]

THE WORLD'S LARGEST FINANCIAL SECRET JUST ENDED

For 30+ years, Japan exported the cheapest money in human history. Near zero rates. Infinite liquidity. Trillions borrowed in yen, deployed into every asset class on Earth.

That era died this week.

The numbers no one is discussing:

Bank of Japan ETF holdings: $534 billion.
Disposal timeline just announced: Over 100 years. December 19 rate hike probability: 90%.
New rate: 0.75%. Highest since 1995.
Japan's US Treasury holdings: $1.189 trillion. Largest foreign holder.
10 year JGB yield: 1.96%. Highest since 2007.
30 and 40 year yields: All time records.

The pattern no one wants to acknowledge:

March 2024 BOJ hike. Bitcoin fell 23%.
July 2024 BOJ hike. Bitcoin fell 26%.
January 2025 BOJ hike. Bitcoin fell 31%.

December 19th approaches.

Here is what changed:

The BOJ is no longer buying. It is selling. For the first time in history, a major central bank is liquidating assets accumulated through quantitative easing. Not slowing purchases. Reversing them.

The yen carry trade funded your tech stocks. Your bonds. Your crypto. Your pension. Every leveraged position traces back to borrowed yen at zero percent.

That funding cost just became 0.75% and rising.

The regime shift:

Markets priced the rate hike. Markets did not price the consequences. The transition from permanent buyer to permanent seller changes every risk calculation in global finance.

What to watch:

USD/JPY below 150 triggers margin calls.
USD/JPY below 145 triggers cascades.

December 19, 2025.

The day the invisible empire begins its century long liquidation.

Position accordingly.

Read the full deep dive article here -
https://t.co/C7qmtnaWXO

[Joe @InspirixInvest]

I think a pivot is in order

[Joe @InspirixInvest]

@Alice_MiaX Patriot

[Joe @InspirixInvest]

The more I dig in, the more disillusioned I’ve become with income ETFs if the goal is reinvesting.

If the goal is spending or building a stable income stream, they make sense. Otherwise, the cash flow often feels cosmetic and often inefficient for reinvestment.

One exception I’m still wrestling with is $BLOX, simply because I haven’t found a non-income alternative I like as much for that exposure.

And for true income not coming out of NAV, $STRC stands out with ~10.75% yield and NAV stability, basically a high-yield savings account on steroids.

🤷‍♂️

[Joe @InspirixInvest]

Inspirix AI, what are we currently thinking?

Inspirix AI: A cleaner, harder, more convex portfolio.

Here’s the setup:

• 70% $BLOX — your compounding engine. BTC-like beta with active management and yield that grows share count regardless of price.

• 30% $STRC — the ballast. A stable 10.75% coupon that smooths volatility, services margin, and keeps the floor from collapsing.

• 10% $SMST — the convexity shard. A tiny slice of 2× inverse MSTR that bleeds slowly most days but explodes upward when stress hits. When it spikes, you trim and rotate into BLOX at better prices. When it decays, you ignore it.

The result? A portfolio with:

• A stable base (STRC)
• A high-octane core (BLOX)
• A built-in volatility harvest mechanism (SMST)
• Slight margin usage/leverage

Downside stays controlled. Upside stays uncapped. And the extreme right-tail events become portfolio-defining instead of portfolio-destroying.

This is the heart of the Inspirix approach:
Build structure. Embrace convexity. Capture volatility instead of fearing it.

[Joe @InspirixInvest]

Getting slightly more bullish. Current allocations:

70% $BLOX
5% $MSTY (added)
21% $WNTR
4% $SMST

[Joe @InspirixInvest]

🎯 Hedger just got smarter! New 3-stage filtering process for optimal hedge selection. Better recommendations, better risk management. Example: https://t.co/xH0ziCqpWB

[Joe @InspirixInvest]

🚀 Behind the scenes: Hedger now uses layered caching to process 100+ hedge candidates simultaneously. What used to take minutes now happens in seconds. Try it: https://t.co/xH0ziCqpWB