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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:

    • Laura Shin – Founder, CEO and Host of Unchained

Guest:

    • Lyn Alden – Cofounder of Orange Juice and Partner at Ego Death Capital