source avatar𝕸𝖚𝖘𝖎𝖓⭕️莫信

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Lyn Alden raised $40 million to build a company that “never sells.” Its name is ORANGE JUICE. Its entire strategy boils down to one sentence: Buy profitable real businesses, hold them forever, and use BTC as a reserve asset. Compare this to the alternatives to understand what it’s rejecting: PE’s playbook: Buy a company → Cut costs → Sell after 4–7 years. MSTR’s playbook: Issue debt or equity → Buy BTC → Tie stock price directly to BTC. ORANGE JUICE’s playbook: Buy cash-flow-generating businesses → Never exit → Use BTC as a reserve asset. Over the past year, we’ve seen countless “MSTR clones”: no real business, just raising funds to buy BTC—essentially leveraged BTC ETFs. When the bear market hit, everyone saw how they folded and sold BTC to repay debt. Lyn Alden’s model is the third path: Cash flow is the engine; BTC is the fuel tank. Money flows in continuously from operations; BTC serves only as a store of value, not a source of liquidity. Here’s the three-stage evolution laid out: Bitcoin hoarders (2020) → Bitcoin clone frenzy (2024–25, currently unwinding) → Cash-flow businesses + BTC reserve (now). If you had $40 million, which playbook would you copy? https://t.co/zbA4sJvTAZ

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