Lyn Alden raised $40M to launch Orange Juice, a holding company that buys cash-flowing businesses and layers Bitcoin on top, not another pure-play treasury bet.
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Lyn Alden just raised $40 million to launch a Bitcoin-backed holding company that skips the trade most of crypto is chasing. Rather than build another pure-play Bitcoin treasury stock, Orange Juice buys cash-flowing, unglamorous businesses and layers a Bitcoin treasury on top at the parent-company level.
Lyn Alden, cofounder of Orange Juice and a partner at Ego Death Capital, frames it as a countercyclical alternative to procyclical treasury companies, and she does not spare Strategy from criticism.
She compares Orange Juice's structure to Berkshire Hathaway and argues Strategy let its dollar reserve fall too far, weighing in as Laura invokes Michael Saylor's 'sell a kidney' line and STRC's slide to near $85 against its $100 target. She also addresses BIP-110's inscription debate and Bitcoin's quantum computing threat, questioning whether the community’s resistance to change is a strength or a liability.
Host:
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 <li><a href="https://x.com/laurashin">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>, Host / Unchained</li>
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Guests:
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 <li><a href="https://x.com/GlennOnrampBTC">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/Shaughnessy119">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/hosseeb">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/j0hnwang">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/ColeMacro">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/VinnyLingham">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/adietrichs">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/joechalom">⁠⁠⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/TheOtherParker_">⁠⁠⁠⁠⁠⁠⁠</a><a href="https://x.com/vnovakovski">⁠⁠⁠⁠⁠</a><a href="https://x.com/DrNickA">⁠⁠⁠</a><a href="https://x.com/johannkerbrat">⁠</a><a href="https://x.com/LynAldenContact">Lyn Alden</a> - Cofounder of Orange Juice and Partner at Ego Death Capital
</li>
</ul>
Timestamps
🍊 00:56 Lyn Alden lays out the $40M raise behind Orange Juice's core thesis
💵 08:06 Why Lyn Alden targets cash-flowing firms over VC backed startups
📱 11:17 Cape: get 33% off your first six months with code unchained at<a href="https://cape.co/unchained"> https://cape.co/unchained</a>
🏦 12:16 How keeping the Bitcoin treasury at the parent level avoids procyclical risk
🪖 25:37 How Orange Juice handles a bleeding company and Ruben Zweiban's Navy SEAL background
📈 32:15 Why Lyn says going public aids liquidity, retail access, and tax deferral
⚠️ 39:15 Why Lyn is critical of Strategy's capital structure and Saylor's kidney line
🗑️ 47:40 Why Lyn views Bitcoin inscriptions as spam despite BIP 110's technical limits
⚛️ 50:47 How Lyn assesses the quantum computing threat to Bitcoin's security Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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