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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... show more

The Bitcoin Historian

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165,259 次观看 • 1 个月前 •via X (Twitter)

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JUST IN: Orange Juice co-founder Lyn Alden explains their hybrid #Bitcoin treasury strategy. "In a bull market, we will lean into buying more businesses and reinvesting cash flow. In a bear market, we will lean more into accumulating BTC with the cash flows." "Our edge is BTC, and we think it’s going to keep appreciating." 🔥

JUST IN: Orange Juice co-founder Lyn Alden explains their hybrid #Bitcoin treasury strategy. "In a bull market, we will lean into buying more businesses and reinvesting cash flow. In a bear market, we will lean more into accumulating BTC with the cash flows." "Our edge is BTC, and we think it’s going to keep appreciating." 🔥

BitcoinTreasuries.NET

42,870 次观看 • 1 个月前

JUST IN: Orange Juice co-founder Lyn Alden explains why their hybrid #Bitcoin treasury strategy is better than a pure-play approach. "The hybrid strategy gives us more optionality. Even in a bear market, we can use some of the business's cash flows to buy more BTC at any time." "Meanwhile, a pure-play struggles to raise capital in a bear market."

JUST IN: Orange Juice co-founder Lyn Alden explains why their hybrid #Bitcoin treasury strategy is better than a pure-play approach. "The hybrid strategy gives us more optionality. Even in a bear market, we can use some of the business's cash flows to buy more BTC at any time." "Meanwhile, a pure-play struggles to raise capital in a bear market."

BitcoinTreasuries.NET

66,776 次观看 • 1 个月前

Most Bitcoin treasury companies exist to buy more coin, full stop. I asked Lyn Alden why her new venture, Orange Juice, does the opposite: buy 'boring,' cash-flowing businesses first, then layer a Bitcoin treasury on top at the parent-company level. Could this become the Berkshire Hathaway of Bitcoin?🍊 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 🏦 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

Most Bitcoin treasury companies exist to buy more coin, full stop. I asked Lyn Alden why her new venture, Orange Juice, does the opposite: buy 'boring,' cash-flowing businesses first, then layer a Bitcoin treasury on top at the parent-company level. Could this become the Berkshire Hathaway of Bitcoin?🍊 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 🏦 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

Laura Shin

17,498 次观看 • 1 个月前

MICHAEL SAYLOR ANNOUNCED STRATEGY WILL SOON BUY OVER $14,000,000,000 WORTH OF BITCOIN 🤯 "WE WILL GET 1M BTC ON THE BALANCE SHEET" "WE WILL FUND ALL OBLIGATIONS WITH BTC" THIS IS CRAZY 🔥

MICHAEL SAYLOR ANNOUNCED STRATEGY WILL SOON BUY OVER $14,000,000,000 WORTH OF BITCOIN 🤯 "WE WILL GET 1M BTC ON THE BALANCE SHEET" "WE WILL FUND ALL OBLIGATIONS WITH BTC" THIS IS CRAZY 🔥

Vivek Sen

110,075 次观看 • 3 个月前

JUST IN: MACRO EXPERT LYN ALDEN JUST SHUT DOWN STRATEGY FUD LIVE ON BLOOMBERG “THEY’RE REBUILDING TO 17 MONTHS OF USD RESERVES TO PAY DIVIDENDS” “THEY SELL ONLY A SMALL PERCENTAGE OF #BITCOIN WHEN NEEDED” “THEY OWN 4% OF ALL BTC AND REMAIN A POWERFUL BELLWETHER FOR THE ENTIRE SPACE” “THEY WILL OUTPERFORM ON THE BTC UPSIDE” MORE BILLIONS IN BTC BUYS ARE COMING 🚀

JUST IN: MACRO EXPERT LYN ALDEN JUST SHUT DOWN STRATEGY FUD LIVE ON BLOOMBERG “THEY’RE REBUILDING TO 17 MONTHS OF USD RESERVES TO PAY DIVIDENDS” “THEY SELL ONLY A SMALL PERCENTAGE OF #BITCOIN WHEN NEEDED” “THEY OWN 4% OF ALL BTC AND REMAIN A POWERFUL BELLWETHER FOR THE ENTIRE SPACE” “THEY WILL OUTPERFORM ON THE BTC UPSIDE” MORE BILLIONS IN BTC BUYS ARE COMING 🚀

The Bitcoin Historian

190,348 次观看 • 1 个月前

Lyn Alden: Private equity will buy your favorite businesses, gut them, lever them up, and flip them in 3-7 years... "People would say, I really liked my veterinarian clinic and then it just went to sh*t all of the sudden..." "Basically what happened was a private equity fund bought it." There's a better model: buy great businesses and use the cash flows to build a $BTC treasury. FT Walker⚡️ Lyn Alden THE Bitcoin Podcast.

Lyn Alden: Private equity will buy your favorite businesses, gut them, lever them up, and flip them in 3-7 years... "People would say, I really liked my veterinarian clinic and then it just went to sh*t all of the sudden..." "Basically what happened was a private equity fund bought it." There's a better model: buy great businesses and use the cash flows to build a $BTC treasury. FT Walker⚡️ Lyn Alden THE Bitcoin Podcast.

Milk Road

93,379 次观看 • 1 个月前

JUST IN: LYN ALDEN JUST SAID LIVE ON CNBC THAT "BY ALMOST EVERY METRIC" THE #BITCOIN BOTTOM IS IN "THE FAST MONEY IS OUT" "STRATEGY WILL NOT BE SELLING" "THIS IS A BUYING OPPORTUNITY" "THE TREASURY AND FED WILL BE MOVING TO FINANCIAL REPRESSION" "THERE ARE NOT MANY DOWNSIDE CATALYSTS LEFT" THE BULL MARKET IS BACK IN PLAY 🔥

JUST IN: LYN ALDEN JUST SAID LIVE ON CNBC THAT "BY ALMOST EVERY METRIC" THE #BITCOIN BOTTOM IS IN "THE FAST MONEY IS OUT" "STRATEGY WILL NOT BE SELLING" "THIS IS A BUYING OPPORTUNITY" "THE TREASURY AND FED WILL BE MOVING TO FINANCIAL REPRESSION" "THERE ARE NOT MANY DOWNSIDE CATALYSTS LEFT" THE BULL MARKET IS BACK IN PLAY 🔥

The Bitcoin Historian

192,624 次观看 • 14 天前

JUST IN:🔥 Lyn Alden explains that in the long term, #Bitcoin is correlated to measures of global liquidity rather than U.S. stocks “I view Bitcoin as not only a good performing asset, but one that is tied to global liquidity and is not necessarily correlated to other portfolio assets.” Lyn Alden

JUST IN:🔥 Lyn Alden explains that in the long term, #Bitcoin is correlated to measures of global liquidity rather than U.S. stocks “I view Bitcoin as not only a good performing asset, but one that is tied to global liquidity and is not necessarily correlated to other portfolio assets.” Lyn Alden

Simply Bitcoin

69,829 次观看 • 2 年前

MICHAEL SAYLOR SAID LIVE ON CNBC THAT STRATEGY TO BUY ALL 1,000,000 BITCOIN LEFT TO BE MINED. “DIGITAL CREDIT WILL ABSORB THE ENTIRE SUPPLY.” “THIS WILL CONTINUE FOREVER.” SAYLOR TO BUY 2,000,000 BTC. THIS IS ABSOLUTELY INSANE.

MICHAEL SAYLOR SAID LIVE ON CNBC THAT STRATEGY TO BUY ALL 1,000,000 BITCOIN LEFT TO BE MINED. “DIGITAL CREDIT WILL ABSORB THE ENTIRE SUPPLY.” “THIS WILL CONTINUE FOREVER.” SAYLOR TO BUY 2,000,000 BTC. THIS IS ABSOLUTELY INSANE.

Vivek Sen

125,686 次观看 • 2 个月前

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

170,555 次观看 • 1 个月前

JUST IN: BILLIONAIRE GRANT CARDONE JUST SAID HE EXPECTS TO BUY $500,000,000 MORE #BITCOIN THIS YEAR "I WILL GET TO 10,000 BTC." NEXT MICHAEL SAYLOR IS HERE 🚀

JUST IN: BILLIONAIRE GRANT CARDONE JUST SAID HE EXPECTS TO BUY $500,000,000 MORE #BITCOIN THIS YEAR "I WILL GET TO 10,000 BTC." NEXT MICHAEL SAYLOR IS HERE 🚀

The Bitcoin Historian

328,757 次观看 • 6 个月前

JUST IN: BLOOMBERG IS TELLING MILLIONS OF VIEWERS MICHAEL SAYLOR WILL SOON SELL OVER $1,000,000,000 WORTH OF #BITCOIN "THEY NOW HAVE TO PIVOT TO MAKE PAYMENTS AND MEET FINANCIAL OBLIGATIONS" "THEY ARE THE LARGEST BTC TREASURY COMPANY AND THEIR MNAV IS FALLING" "THEY WILL HAVE TO SELL BTC" WE ARE HITTING MAXIMUM FUD ACROSS MAINSTREAM MEDIA 👀

JUST IN: BLOOMBERG IS TELLING MILLIONS OF VIEWERS MICHAEL SAYLOR WILL SOON SELL OVER $1,000,000,000 WORTH OF #BITCOIN "THEY NOW HAVE TO PIVOT TO MAKE PAYMENTS AND MEET FINANCIAL OBLIGATIONS" "THEY ARE THE LARGEST BTC TREASURY COMPANY AND THEIR MNAV IS FALLING" "THEY WILL HAVE TO SELL BTC" WE ARE HITTING MAXIMUM FUD ACROSS MAINSTREAM MEDIA 👀

The Bitcoin Historian

63,209 次观看 • 2 个月前

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

Phong Le

489,194 次观看 • 1 个月前

One Big Thing you need to know in Bitcoin today: Strategy is on pace to buy 300,000 BTC in the next year. 2x as much as will be mined. What does this mean for the price of Bitcoin?

One Big Thing you need to know in Bitcoin today: Strategy is on pace to buy 300,000 BTC in the next year. 2x as much as will be mined. What does this mean for the price of Bitcoin?

Jesse Myers

30,802 次观看 • 3 个月前

JUST IN: MICHAEL SAYLOR TELLS BLOOMBERG THAT DIGITAL CREDIT IS THE "KILLER APP" THAT WILL DRIVE BILLIONS TO #BITCOIN HIS ADVICE: STACK BTC FOR YOUR GRANDCHILDREN 🔥

JUST IN: MICHAEL SAYLOR TELLS BLOOMBERG THAT DIGITAL CREDIT IS THE "KILLER APP" THAT WILL DRIVE BILLIONS TO #BITCOIN HIS ADVICE: STACK BTC FOR YOUR GRANDCHILDREN 🔥

The Bitcoin Historian

89,154 次观看 • 11 个月前

BILLIONAIRE MICHAEL SAYLOR ABSOLUTELY SILENCES THE TROLLS FUDDING STRC AND STRATEGY “WE WILL CONTINUE TO RAISE BILLIONS AND BILLIONS FROM THE GLOBAL CREDIT MARKET” "WE ARE THE BEST BUYER OF BTC IN THE WORLD, AND THAT WILL CONTINUE" “THIS IS NOT CONTROVERSIAL” ABSOLUTE LEGEND 🔥

BILLIONAIRE MICHAEL SAYLOR ABSOLUTELY SILENCES THE TROLLS FUDDING STRC AND STRATEGY “WE WILL CONTINUE TO RAISE BILLIONS AND BILLIONS FROM THE GLOBAL CREDIT MARKET” "WE ARE THE BEST BUYER OF BTC IN THE WORLD, AND THAT WILL CONTINUE" “THIS IS NOT CONTROVERSIAL” ABSOLUTE LEGEND 🔥

The Bitcoin Historian

36,398 次观看 • 2 个月前

Twenty One is not a "Bitcoin Treasury Company". We’re building a pure play Bitcoin business, combining one of the largest corporate BTC treasuries with cash flow, growth, and technology. Founded with and backed by SoftBank, we’re here to do much more.

Twenty One is not a "Bitcoin Treasury Company". We’re building a pure play Bitcoin business, combining one of the largest corporate BTC treasuries with cash flow, growth, and technology. Founded with and backed by SoftBank, we’re here to do much more.

Jack Mallers

167,595 次观看 • 11 个月前

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!

bee🐝

111,647 次观看 • 4 个月前

LYN ALDEN SAYS THE OLD BITCOIN CYCLE IS DEAD Lyn Alden said the traditional 4-year Bitcoin cycle isn’t as relevant anymore. With BTC’s annual supply growth now well under 1% -- lower than gold -- halvings aren’t the main driver they used to be. What matters more now is sentiment and valuation. 💯 She pointed out that interest has shifted to AI and gold, #Bitcoin treasury premiums have collapsed, and on-chain metrics have compressed — making $BTC more attractive, not less. Her takeaway is this isn’t the time to chase excitement, but it’s the time to lean in when Bitcoin feels boring and ignored. That’s usually where long-term entries get built. 💪 📹 Paul Barron Network

LYN ALDEN SAYS THE OLD BITCOIN CYCLE IS DEAD Lyn Alden said the traditional 4-year Bitcoin cycle isn’t as relevant anymore. With BTC’s annual supply growth now well under 1% -- lower than gold -- halvings aren’t the main driver they used to be. What matters more now is sentiment and valuation. 💯 She pointed out that interest has shifted to AI and gold, #Bitcoin treasury premiums have collapsed, and on-chain metrics have compressed — making $BTC more attractive, not less. Her takeaway is this isn’t the time to chase excitement, but it’s the time to lean in when Bitcoin feels boring and ignored. That’s usually where long-term entries get built. 💪 📹 Paul Barron Network

CryptosRus

76,910 次观看 • 8 个月前