Why Lyn Alden Says Cash Flow Beats a Pure Bitcoin Treasury

Description

Lyn Alden just raised $40 million to launch Orange Juice, a permanent capital holding company that buys boring, cash-flowing businesses and layers a Bitcoin treasury on top, built to avoid the trap she says most pure-play Bitcoin treasury companies fall into. In this clip, she lays out the thesis, the team behind it, and why she'd rather buy an HVAC company than a venture-backed startup. Host: Laura Shin, Founder, CEO and Host of Unchained - https://x.com/laurashin Guest: Lyn Alden - Cofounder of Orange Juice and Partner at Ego Death Capital - https://x.com/LynAldenContact This clip is from a longer conversation on Bitcoin treasuries, private equity, and why boring businesses win. Full episode here: https://youtu.be/ezwkwQi_ewc We go live twice every week - subscribe to catch it live. Sponsor: Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). Chapters 🍊 00:00 Lyn Alden lays out the $40M raise and the problem Orange Juice solves 🤝 00:27 The Ego Death Capital team behind the launch, including Ruben and Adrian 💰 00:51 Why most Bitcoin treasury companies lack real cash flow 🏚️ 02:41 The private equity flip model Orange Juice is built to avoid 🔧 04:26 What counts as a 'boring,' AI-resistant business Orange Juice wants to buy 🚀 07:10 Why cash flow beats venture capital for funding a Bitcoin treasury 📱 10:26 Cape: get 33% off your first six months with code unchained at https://cape.co/unchained 🏦 11:20 How keeping the treasury at the parent level creates countercyclical optionality 📊 14:37 Why Lyn says the pure-play Bitcoin treasury space is already crowded _______________________________________________________ #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! Website → https://unchainedcrypto.com Unchained Daily Newsletter (FREE!)→ https://unchainedcrypto.beehiiv.com/subscribe/ Unchained X → https://x.com/unchained_pod Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 Unchained: Your no-hype resource for all things crypto!