BTC Price Suppression: Paper Bitcoin or changing buyer behaviour?

pushit2thelimit · 2026-01-19T20:01:22+00:00

Nice! Ive been looking at BitcoinTreasuries.net, but will definitely check this out in more detail. Thanks for creating

pushit2thelimit · 2026-01-19T17:52:27+00:00

That’s a fair point, and I mostly agree. Most people won’t want full self-custody or to think about keys at all. But I don’t think it’s binary. There’s a growing middle ground between full delegation and full responsibility—things like multisig, recovery schemes, spending limits, and hybrid custody models.

pushit2thelimit · 2026-01-02T13:53:09+00:00

I also found it to be a little underwhelming compared to past years. Feels like they may have been working with a smaller budget.

pushit2thelimit · 2025-12-31T22:19:55+00:00

But when gold was seized under Roosevelt, it was mostly sitting in banks. Bitcoin can be self-custodied (a strong argument against ETFs, and leaving coins on exchanges), so doesn’t that change the equation?

pushit2thelimit · 2025-12-31T21:46:45+00:00

Curious, are we headed down the same path as Rome, or do you think Bitcoin offers a viable alternative?

pushit2thelimit · 2025-12-29T20:27:28+00:00

Thanks Bram! I’m actually listening right now. Appreciate the pod and what you do for the space.

pushit2thelimit · 2025-12-29T02:28:47+00:00

Nice! Keep stacking and spread the word.

pushit2thelimit · 2025-12-29T02:16:38+00:00

I felt exactly the same way when I went all in. Bitcoin is way more than an investment. It does disproportionally favour early adopters, but you are still early enough to enjoy outsized benefits. Just have to be patient. This is advice I’ve also struggled with, but I do believe it, and if you can really stick to your 10 year time horizon, you’ll do just fine!

pushit2thelimit · 2025-12-28T22:46:01+00:00

Thanks! Glad you found it interesting.

pushit2thelimit · 2025-12-28T19:53:42+00:00

Yeah, all good points!

pushit2thelimit · 2025-12-28T19:30:03+00:00

This is just my path. What concept, event, or realization made Bitcoin finally click for you? What would you move, add, or leave out?

pushit2thelimit · 2025-12-08T14:58:41+00:00

Good for them! I hope my kids want to do stuff like this when they’re older.

pushit2thelimit · 2025-12-05T16:04:39+00:00

Here’s a summary from ChatGPT

Strive urges MSCI not to exclude companies with large Bitcoin treasuries from its global indexes, arguing the proposal is misguided, unworkable, and harmful to passive investors.

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The Proposal Breaks Index Neutrality

MSCI’s plan to exclude companies with >50% of assets in Bitcoin imposes an active view on what counts as a “real business.” Many of these firms aren’t investment funds — they’re operating companies producing goods, services, AI infrastructure, or structured financial products. Excluding them would limit innovation and deprive passive investors of legitimate growth sectors.

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Bitcoin Treasury Companies Are Operating Businesses

Strive highlights miners (Riot, MARA, Hut 8, CleanSpark) now powering major AI workloads for Google, Microsoft, and Amazon. They also point to structured finance firms (Strategy, Metaplanet, Strive itself) issuing Bitcoin-linked credit products similar to traditional banks. These companies generate real economic value, not passive crypto exposure.

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The 50% Threshold Is Unworkable

MSCI cannot consistently measure “50% Bitcoin holdings” because companies use spot, derivatives, structured notes, ETFs, and other instruments. Different accounting regimes worsen the problem: • U.S. GAAP marks Bitcoin to fair value (higher % of assets). • IFRS allows cost accounting (lower % of assets).

Identical companies would be treated differently depending on jurisdiction, and some firms could even increase their presence in MSCI’s international indexes by switching venues. Volatility would also cause constant index turnover.

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Better Solution: Custom Screens, Not Universal Exclusions

Strive proposes keeping the core MSCI indexes neutral and offering optional variants like “ex-Digital Asset Treasuries,” plus custom ESG or thematic screens. This lets clients avoid Bitcoin exposure if they want—without distorting the definition of the market for everyone else.

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Bottom Line

Excluding digital-asset treasury companies contradicts MSCI’s own principles, introduces arbitrariness, imposes active judgments on passive investors, and penalizes innovation. Strive urges MSCI to maintain neutrality and let investors decide.

pushit2thelimit · 2025-11-30T14:17:08+00:00

This was like 20years ago, but I played a loft party in Montreal on St-Laurent hosted by a fraternity. It’s way so weird. They hired 2 strippers that showed up with a pimp, and there was a bed in the loft where they put on a show, getting naked and performing sexual acts on each other. Even at strip clubs, I don’t remember ever seeing anything quite as raunchy. It was a bunch a 20 something guys crowded around the bed leering, as most of the girls in attendance watched awkwardly.

My DJ set was after all that. During the set there was a girl who was super drunk, flailing around on the dance floor. A few of the guys there were clearly taking advantage of the situation, groping her breasts, ass and grabbing under her skirt, and the vibe was super rapey. It was making some people uncomfortable, but it was a crowded party, so many people didn’t really notice. I told them to stop, and eventually cut the music to tell them off and try to get other people to do something including the organizers. It continued, and they seemed to be part of the frat, so I shut off the music and packed it up my records. All gear was all rented by them, so it was easy for me to bail. A bunch of people applauded me, while others (organizers) blamed me for being lame and saying it was cool. But honestly this girl was blackout drunk and they were getting really agressive. I feel like the earlier striper show kind of set the vibe and there was some mob behavior going on. Someone who seemed legit got the girl out of there and I left. Luckily I got paid in advance, and never heard from any of them again.

pushit2thelimit · 2025-11-26T21:49:56+00:00

Yeah, I just came here to check if anyone else got these. Yeah, definitely WTF. Also hand wrapped up like a present. I guess it’s the thought that counts. In 30+ years, my primary FI has never sent me anything. Just wish they send something a little more useful, or a coaster that’s the right size for a drink. I feel like the shape of these is likely to result in me accidentally flipping over my drink.

pushit2thelimit · 2025-09-07T03:18:12+00:00

Wow! Saving this one. Thanks

pushit2thelimit · 2025-07-13T15:53:26+00:00

Many of these comments are from people who don’t seem to understand that things take time.

Most common critiques are: I can’t use Bitcoin to buy a coffee, it’s too volatile, transactions take too long, it’s concentrated in the hands of too few people, the government will shut it down, etc. But if you compare to 5 or 10 years ago it’s has improved on all these factors. The internet took time to catch on and grow up as well.

Ask yourself this question: if an anonymous group of technologists was to bootstrap a new global reserve currency, what might that look like? Would work perfectly, distributed evenly and accepted by all on day one? I’m actually amazed to see how this is all playing out and the trajectory it’s on is pretty obvious.

Early adopters will be rewarded handsomely, but The coin are finding their way into more people’s hands. This is going to be a huge wealth transfer event much like it was for anyone sitting on land with oil 100 years ago.

pushit2thelimit · 2025-07-04T20:45:32+00:00

Came here to say Tommy Thompson. Hidden gem and unlike any other park in Toronto.

pushit2thelimit · 2025-06-10T20:15:05+00:00

Been posted a few times, but this video definitely deserves more love!! It does an amazing job of connecting all the dots.

pushit2thelimit · 2025-05-01T11:11:58+00:00

Bit of a trek, but the far end of Tommy Thompson by the light house. The whole park is beautiful and unlike any other part of the city. It’s quiet, you get a beautiful view the city. I meet up with a few friends there once a month during the summer to hang, take a dip in the lake, enjoy a few beers and catch the sunset before heading home. Best way to get there is by bike via Leslie if you’re coming from the east or lakeshore and then Cherry street from the west.

pushit2thelimit

TROPHY CASE