Okay, first things first, I want to talk about orange juice.
Lyn Alden: Orange Juice, the Bitcoin Bottom & the Economics of AI
Lyn Alden joins Walker to discuss where Bitcoin may be in the current market cycle, why today’s “peak apathy” could represent an accumulation zone, and how the massive flow of capital into AI has affected Bitcoin and crypto markets.
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2 We're seeking to build a company that has a Bitcoin treasury 3 rather than a Bitcoin treasury company.
4 This is a permanent capital company that buys and holds businesses 5 and then intends to retain part of the cash flow into a Bitcoin treasury.
6 Companies that go through this process, 7 one, we're not flipping them, we're holding them, 8 and two, instead of levering them and kind of making it 9 so that they're one mistake away from failure, 10 these companies were already running great 11 and now they become part of a diversified set of companies.
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We're seeking to build a company that has a Bitcoin treasury
rather than a Bitcoin treasury company.
This is a permanent capital company that buys and holds businesses
and then intends to retain part of the cash flow into a Bitcoin treasury.
Companies that go through this process,
one, we're not flipping them, we're holding them,
and two, instead of levering them and kind of making it
Show notes & resources
Lyn Alden joins Walker to discuss where Bitcoin may be in the current market cycle, why today’s “peak apathy” could represent an accumulation zone, and how the massive flow of capital into AI has affected Bitcoin and crypto markets.
Lyn also breaks down Orange Juice , her new permanent-capital company designed to acquire durable, cash-flowing businesses and retain part of their earnings in Bitcoin. They explore why this model differs from pure-play Bitcoin treasury companies and traditional private equity, the coming generational transfer of small businesses, and how AI can make established companies more efficient without simply replacing workers.
The conversation also covers the Federal Reserve under Kevin Warsh, inflation and interest rates, AI as a long-term deflationary force, China’s open-source AI strategy, the geopolitical AI arms race, and why decentralized and open-source AI could ultimately empower individuals.
NOSTR: https://primal.net/lyn
X: https://x.com/LynAldenContact
https://orangejuice.com/
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BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker