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Lyn Alden: For an average portfolio, zero Bitcoin is simply the wrong number. "There's a lot of numbers that can make sense. Zero is not really one of them." Buy scarce assets at reasonable prices, avoid the manias, don't buy things when they're all over social media at historically... show more

Milk Road

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36,992 просмотров • 3 месяцев назад •via X (Twitter)

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Lyn Alden: You can compound at 20% returns buying businesses with zero growth. "If you go out and buy companies with no growth for five times earnings... you're buying a 20% earnings yield." "If you buy one and accumulate into another and another, you're actually internally compounding at a 20% rate of return compared to the stock market at say 12%." (Add a Bitcoin treasury and things gets interesting) FT Walker⚡️ Lyn Alden THE Bitcoin Podcast.

Lyn Alden: You can compound at 20% returns buying businesses with zero growth. "If you go out and buy companies with no growth for five times earnings... you're buying a 20% earnings yield." "If you buy one and accumulate into another and another, you're actually internally compounding at a 20% rate of return compared to the stock market at say 12%." (Add a Bitcoin treasury and things gets interesting) FT Walker⚡️ Lyn Alden THE Bitcoin Podcast.

Milk Road

27,469 просмотров • 2 месяцев назад

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 просмотров • 2 лет назад

Lyn Alden: Everyone's scared of private credit blowing up the financial system... US banks have $1.9T in loans to shadow banks - out of $25T in total bank assets. That's 7-8%. "What people are really asking is, can this tank the whole economy or can this contagion into the banking system?" "Those are the parts where my view is 'not that much'." The Fed can't print oil. But it can absolutely absorb a private credit blowup. FT Lyn Alden Danny Knowles.

Lyn Alden: Everyone's scared of private credit blowing up the financial system... US banks have $1.9T in loans to shadow banks - out of $25T in total bank assets. That's 7-8%. "What people are really asking is, can this tank the whole economy or can this contagion into the banking system?" "Those are the parts where my view is 'not that much'." The Fed can't print oil. But it can absolutely absorb a private credit blowup. FT Lyn Alden Danny Knowles.

Milk Road Crypto

164,530 просмотров • 2 месяцев назад

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 просмотров • 2 месяцев назад

Lyn Alden: People keep asking "when will the debt matter?" Like there's some big day of reckoning coming. "Sovereign debt tends to work differently. It tends to be more of a process." "It has been mattering... since about 2018/2019." The US deficit is now bigger than ALL private bank lending combined. That's never happened outside a recession before. FT Lyn Alden Danny Knowles.

Lyn Alden: People keep asking "when will the debt matter?" Like there's some big day of reckoning coming. "Sovereign debt tends to work differently. It tends to be more of a process." "It has been mattering... since about 2018/2019." The US deficit is now bigger than ALL private bank lending combined. That's never happened outside a recession before. FT Lyn Alden Danny Knowles.

Milk Road Crypto

322,226 просмотров • 3 месяцев назад

Lyn Alden: AI companies are losing money on every interaction (on purpose). It's similar to Uber: lose money per ride, reach critical mass, then raise prices. "They're selling you AI services for less than it costs them to provide them... they lose money despite being some of the most used applications in the world." The bet is that scale + efficiency eventually makes the numbers work. That's still an open question. FT Natalie Brunell ⚡️ Lyn Alden.

Lyn Alden: AI companies are losing money on every interaction (on purpose). It's similar to Uber: lose money per ride, reach critical mass, then raise prices. "They're selling you AI services for less than it costs them to provide them... they lose money despite being some of the most used applications in the world." The bet is that scale + efficiency eventually makes the numbers work. That's still an open question. FT Natalie Brunell ⚡️ Lyn Alden.

Milk Road

113,898 просмотров • 2 месяцев назад

Lyn Alden: The US debt is now $39T, going up roughly $2T a year - "there's really no way out other than default." But default for a reserve currency means debasement, not missed payments. "It's already been happening" since COVID, with bonds and currency underperforming virtually everything. Her base case: a long slow spiral that "keeps going into the 2030s." FT Bitcoin Archive Lyn Alden.

Lyn Alden: The US debt is now $39T, going up roughly $2T a year - "there's really no way out other than default." But default for a reserve currency means debasement, not missed payments. "It's already been happening" since COVID, with bonds and currency underperforming virtually everything. Her base case: a long slow spiral that "keeps going into the 2030s." FT Bitcoin Archive Lyn Alden.

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29,107 просмотров • 1 месяц назад

Lyn Alden: AI won't replace all jobs overnight - but it's already reshaping white-collar work in a way most of us can't see just yet. (The signal isn't so much mass firings as it is a slowdown in hiring.) "One person can do the work of five people" - just like one worker overseeing factory robots replaced a whole assembly line. That same shift is now coming for office work. FT Nik Bhatia Lyn Alden The Bitcoin Layer.

Lyn Alden: AI won't replace all jobs overnight - but it's already reshaping white-collar work in a way most of us can't see just yet. (The signal isn't so much mass firings as it is a slowdown in hiring.) "One person can do the work of five people" - just like one worker overseeing factory robots replaced a whole assembly line. That same shift is now coming for office work. FT Nik Bhatia Lyn Alden The Bitcoin Layer.

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Lyn Alden: "The best product Coca-Cola ever sold was their bonds, not their Coke." Coca-Cola borrows at 2-3% while the money supply grows at 7%. They then use that cheap debt to buy scarcer assets. Governments do it. Corporations do it. Wealthy individuals do it. Everyone is shorting the currency... Except the people at the bottom. They can't access cheap debt and "are getting the full damage of the inflation" on their wages and savings. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Lyn Alden: "The best product Coca-Cola ever sold was their bonds, not their Coke." Coca-Cola borrows at 2-3% while the money supply grows at 7%. They then use that cheap debt to buy scarcer assets. Governments do it. Corporations do it. Wealthy individuals do it. Everyone is shorting the currency... Except the people at the bottom. They can't access cheap debt and "are getting the full damage of the inflation" on their wages and savings. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

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Lyn Alden: Bitcoin's 4-year cycle had its best run, and now AI is eating its lunch. "For a long time, Bitcoin was the fastest horse really that you could invest in." But the rise of AI companies gave investors a 10x alternative. Capital that used to chase $BTC is now chasing semiconductors. Bitcoin's unique edge - self-custody, borderless, unseizable - doesn't disappear. But from a pure price performance standpoint, "AI is kind of sucking a lot of the attention out of it." When AI goes sideways, Bitcoin may re-attract that capital. FT Lyn Alden GoldRepublic.

Lyn Alden: Bitcoin's 4-year cycle had its best run, and now AI is eating its lunch. "For a long time, Bitcoin was the fastest horse really that you could invest in." But the rise of AI companies gave investors a 10x alternative. Capital that used to chase $BTC is now chasing semiconductors. Bitcoin's unique edge - self-custody, borderless, unseizable - doesn't disappear. But from a pure price performance standpoint, "AI is kind of sucking a lot of the attention out of it." When AI goes sideways, Bitcoin may re-attract that capital. FT Lyn Alden GoldRepublic.

Milk Road

221,736 просмотров • 3 месяцев назад

Lyn Alden on why $BTC is struggling right now: First, the broader crypto space is finally being seen for what it is... "A lot of it was fake decentralization... regulatory arbitrage" with "not a lot of there there." DeFi total locked value never took out its 2021 peak. Second, capital that once chased crypto as the fastest horse has now shifted toward AI... Chip stocks, hyperscalers, the SpaceX IPO. "Until that kind of cools off, Bitcoin could be somewhat pressured." FT David Lin Lyn Alden ego death capital.

Lyn Alden on why $BTC is struggling right now: First, the broader crypto space is finally being seen for what it is... "A lot of it was fake decentralization... regulatory arbitrage" with "not a lot of there there." DeFi total locked value never took out its 2021 peak. Second, capital that once chased crypto as the fastest horse has now shifted toward AI... Chip stocks, hyperscalers, the SpaceX IPO. "Until that kind of cools off, Bitcoin could be somewhat pressured." FT David Lin Lyn Alden ego death capital.

Milk Road

193,217 просмотров • 3 месяцев назад

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 просмотров • 2 месяцев назад

Lyn Alden: stablecoins are going from $300B to potentially multiple trillions - and the US barely has to do anything. "The US doesn't really have to do much. They just have to not stop it." Africa has 40 currencies. Latin America has 30. Every border is a friction. Stablecoins dissolve that friction for anyone not on a sanctions list. But there's a hidden cost... Stablecoin holders get zero yield while Tether pockets all the interest. "You're basically holding dollars without yield" while the supply grows 7% a year. (It's not a free lunch) FT Lyn Alden GoldRepublic.

Lyn Alden: stablecoins are going from $300B to potentially multiple trillions - and the US barely has to do anything. "The US doesn't really have to do much. They just have to not stop it." Africa has 40 currencies. Latin America has 30. Every border is a friction. Stablecoins dissolve that friction for anyone not on a sanctions list. But there's a hidden cost... Stablecoin holders get zero yield while Tether pockets all the interest. "You're basically holding dollars without yield" while the supply grows 7% a year. (It's not a free lunch) FT Lyn Alden GoldRepublic.

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85,358 просмотров • 3 месяцев назад

"I can confidently say this is the worst sentiment I've seen since the summer of 2015." "There's a lot of apathy, a lot of complacency, a lot of anger. Historically, when that is the case, it's a great time to buy Bitcoin."

"I can confidently say this is the worst sentiment I've seen since the summer of 2015." "There's a lot of apathy, a lot of complacency, a lot of anger. Historically, when that is the case, it's a great time to buy Bitcoin."

TFTC

40,489 просмотров • 4 месяцев назад

JUST IN: LYN ALDEN JUST SAID EVERYONE WHO ARE NOT BUYING #BITCOIN RIGHT NOW WILL REGRET IT "THERE IS A GOOD CASE TO MADE THAT THE BOTTOM IS IN" "3 YEARS FROM NOW, THIS WOULD OF LOOKED LIKE A GREAT TIME TO BUY" "BTC IS IN A GOOD POSITION FOR THE YEARS AHEAD" NEW ALL TIME-HIGHS ARE COMING 🚀

JUST IN: LYN ALDEN JUST SAID EVERYONE WHO ARE NOT BUYING #BITCOIN RIGHT NOW WILL REGRET IT "THERE IS A GOOD CASE TO MADE THAT THE BOTTOM IS IN" "3 YEARS FROM NOW, THIS WOULD OF LOOKED LIKE A GREAT TIME TO BUY" "BTC IS IN A GOOD POSITION FOR THE YEARS AHEAD" NEW ALL TIME-HIGHS ARE COMING 🚀

The Bitcoin Historian

169,103 просмотров • 23 дней назад

Central banks now hold more gold than U.S. Treasuries for the first time since 1996. Gold above $3,560/oz. Futures at $3,630. Trust in fiat is cracking. As Lyn Alden warns: “Nothing stops this train.” the U.S. is locked in a sovereign debt loop of fiscal dominance that can only end through inflation, devaluation, or reset. I break it down with Lyn Alden watch

Central banks now hold more gold than U.S. Treasuries for the first time since 1996. Gold above $3,560/oz. Futures at $3,630. Trust in fiat is cracking. As Lyn Alden warns: “Nothing stops this train.” the U.S. is locked in a sovereign debt loop of fiscal dominance that can only end through inflation, devaluation, or reset. I break it down with Lyn Alden watch

Michelle Makori

55,779 просмотров • 1 год назад

Lyn Alden gave one of the clearest breakdowns of why the U.S. is on an unstoppable fiscal path—and why Bitcoin matters more than ever because of it. Lyn Alden walks through the numbers behind the federal deficit, interest expenses, Social Security, and the structural changes that happened post-2008. The short version? We’re in a new era. One where the government can’t slow down even if it wanted to. The debt is compounding. The interest expense is rising. The trust funds are running dry. And the political will to do anything about it doesn’t exist. Her phrase: “Nothing stops this train.” Not because of ideology, but because of math—and human nature. This isn’t hyperinflation doom-talk. It’s a sober look at what happens when a system built on ever-growing debt reaches its limits—and why Bitcoin, with its fixed supply and transparent rules, is the opposite of that system. Highly recommend watching this one all the way through.

Lyn Alden gave one of the clearest breakdowns of why the U.S. is on an unstoppable fiscal path—and why Bitcoin matters more than ever because of it. Lyn Alden walks through the numbers behind the federal deficit, interest expenses, Social Security, and the structural changes that happened post-2008. The short version? We’re in a new era. One where the government can’t slow down even if it wanted to. The debt is compounding. The interest expense is rising. The trust funds are running dry. And the political will to do anything about it doesn’t exist. Her phrase: “Nothing stops this train.” Not because of ideology, but because of math—and human nature. This isn’t hyperinflation doom-talk. It’s a sober look at what happens when a system built on ever-growing debt reaches its limits—and why Bitcoin, with its fixed supply and transparent rules, is the opposite of that system. Highly recommend watching this one all the way through.

Lysander

417,586 просмотров • 1 год назад

Joe Rogan: “It doesn't make sense to be on a team.” “I don't consider myself a Republican. I don't consider myself a Democrat either. I consider myself an American.” “There's a lot of things that the Democrats believe that I believe too. There's a lot of things that they say that makes a lot of sense to me.” “There's a lot of things that the Republicans say that makes a lot of sense to me too.” “The idea that I have to ignore things that make sense to me because it's coming from the wrong team is just stupid.”

Joe Rogan: “It doesn't make sense to be on a team.” “I don't consider myself a Republican. I don't consider myself a Democrat either. I consider myself an American.” “There's a lot of things that the Democrats believe that I believe too. There's a lot of things that they say that makes a lot of sense to me.” “There's a lot of things that the Republicans say that makes a lot of sense to me too.” “The idea that I have to ignore things that make sense to me because it's coming from the wrong team is just stupid.”

End Tribalism in Politics

4,982,753 просмотров • 1 год назад

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 просмотров • 2 месяцев назад

🚨 GOOGLE SEARCHES MAY PREDICT THE 2026 BITCOIN BOTTOM Historically, whenever people start searching for things like "Bitcoin going to zero," it means that the bottom is near, people are panic selling, and fear is peaking. This is the greatest institutional buy signal we could wish for. When retail sentiment shows extreme fear, the bottom is usually in within a few months. Make sure you do not follow the crowd. They have always been wrong. This time is no different.

🚨 GOOGLE SEARCHES MAY PREDICT THE 2026 BITCOIN BOTTOM Historically, whenever people start searching for things like "Bitcoin going to zero," it means that the bottom is near, people are panic selling, and fear is peaking. This is the greatest institutional buy signal we could wish for. When retail sentiment shows extreme fear, the bottom is usually in within a few months. Make sure you do not follow the crowd. They have always been wrong. This time is no different.

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