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 replacing workers.

The conversation also covers the Federal Reserve under Kevin Warsh, inflation and interest rates, AI as a long-term deflationary force, China’s open-source AI strategy, the geopolitical AI arms race, and why decentralized and open-source AI could ultimately empower individuals.

FOLLOW LYN:

NOSTR: https://primal.net/lyn

X: https://x.com/LynAldenContact

CHECK OUT ORANGE JUICE:

https://orangejuice.com/

LISTEN TO "THE STOLGUARD INCIDENT": https://www.audible.com/pd/The-Stolguard-Incident-Audiobook/B0H2BHLNKV

PARTNERS & DISCOUNTS:

LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin.
BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off!
BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker
Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker
Buy Bitcoin with River: http://partner.river.com/walker
GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER