BLOOMBERG JUST REPORTED LYN ALDEN’S $40,000,000 #BITCOIN TREASURY COMPANY ORANGE JUICE WILL RIVAL STRATEGY THE NEXT GENERATION OF TREASURIES WILL "COMBINE REAL CASH-FLOWING BUSINESSES WITH LONG-TERM BTC HOLDINGS" ORANGE JUICE "WILL NOT NEED TO ISSUE SECURITIES" LIKE STRC TO BUY MORE BTC LYN ALDEN IS INNOVATING ON THE SAYLOR... PLAYBOOK THIS IS NOT PRICED IN 🔥show more

Lyn must have a huge set of balls to complete with Saylor!

@LynAldenContact please tell us that you aren't using custodial Bitcoin. Proof of Reserves, please.

How do you give your money to someone who clearly has a mental illness?!??

Is this an April Fools? "Orange Juice" ??? Really???

$40M is a drop in bucket comparing to $MSTR. Not even close to being comparison. But nice try...

Do people forget that strategy $MSTR is a real business that generate about $500M in gross sales? “THE NEXT GENERATION OF TREASURIES WILL "COMBINE REAL CASH-FLOWING BUSINESSES WITH LONG-TERM BTC HOLDINGS"

If it never issues securities, it's a business that happens to own bitcoin. Nothing wrong with that. But Strategy's premium came from the issuance flywheel. Take that out and there's no obvious reason the stock trades above the coins it holds.

Oh that explains her not making any sense to me recently. She is now invested in Bit Coins outcome instead of being a neutral analyst. She blinks ultra fast when she lies and I saw that last week. SMH

not this shit again

that is a genius name haha 🍊

STRC generates 460 Million per year on its core business alone. Not counting BTC. Comparing this to a startup that raised 40M is like comparing your 2nd round draft pick to Tom Brady.

40 million? Are they buying a gas station?

@Crypt0graf69

Massive inflows are coming for Bitcoin, which will send price higher!

There are already plenty of operating businesses that hold $BTC and use profits to buy some more now and then. This is not revolutionary.

Lyn has been a tremendous advocate for #bitcoin and a great analytical mind for the space. But she’s primarily been a macro analyst and investor and hasn’t operated a company before, let alone a public one. I hope she surrounds herself with trustworthy and experienced people that genuinely support her to succeed. That said, this is a massive endeavor which sounds great in theory but one that’s significantly more challenging than what $MSTR is doing. $MSTR took an already existing cash flowing business and pivoted to a BTCTC. Mallers has been talking about doing exactly this for a couple years since acquiring the initial $bitcoin but he hasn’t done jack since. I’m really curious to hear what the strategy is with the initial capital, but is $40 million even enough? It may be a more efficient use of capital just buying $BTC rather than use the funds to invest in a cash flowing business and then use the cash flow, which would be a fraction of the initial capital, to acquire $bitcoin. E.G. pay $40M TEV (8x purchase multiple) to acquire a profitable operating company that generates $5M in EBITDA a year of which $2-3M may be free cash flow available for $bitcoin purchases.

@WadeTPaton @420GHz .... This seems like all they are trying to do is monopolize and " streamline other businesses " they acquire ... Aka prob cutting jobs to cut costs.... Had more higher hopes for integration of BTC but our system is literally a parasite .

Bitcoin is dead. It's uncool, useless and propped up on shady Epstein business like Tether.

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bitcoin is the easy part, but gets all the focus. the focus should be on buying and running real businesses and keeping them cash flow positive. that’s much harder.

Ummm… this so annihilates her credibility.. I simply don’t know where to start with how f’d up this is.

Is Lyn man or woman?

Sounds kind of like TAO

Orange Juice competing with Strategy without issuing securities. That's a different approach.

How long till OJ hits 850k bitcoin? Like the concept though.

available for acquisition.

The detail that matters: financing new BTC treasuries with real business cash flow instead of issuing securities like STRC sidesteps dilution risk entirely. Different structure than Saylor's playbook, and probably a more durable one long term.

Her face doesn't look like a trustfull human

Commodity producers that can't grow without reducing the commoduty price, should not do divs or buybacks, they should just save earnings in bitcoin

Orange Juice? Or $HeavyPulp ?

40 million . Will rival startegy.

Orange Juice will not scale like Strategy. Strategy could seriously just raise $500M in a day and do the same thing.

This was the original BTC treasury thesis all along, I remember a couple cycles ago this was the main bull thesis. To have mature cash flow pos businesses using BTC as a supplemental treasury asset on their balance sheet. Lyn is brilliant and will do well.

It's getting harder to ignore Bitcoin as a treasury asset🟠