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. 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 replac...