Orange Juice, the Bitcoin Bottom & the Economics of AI (FULL EP) @LynAldenContact of @orangejuice_btc with @WalkerAmerica Lyn Alden joins Walker to discuss where Bitcoin may be in the current market cycle, why today’s “peak apathy” (h/t @_Checkmatey_ & @SullyMichaelvan) 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, a 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. 0:00 - Intro 1:30 - What is ORANGE JUICE? 8:46 - Which Businesses They Acquire 13:19 - Going Public And Global Expansion 19:14 - Cash Flow Over "Pure Play" Bitcoin Treasury Companies 23:36 - An AI Strategy For Acquisitions 26:15 - Boomer Wealth Transfer And PE Headwinds 31:04 - Strong Returns From Low Growth 34:45 - Bitcoin As The Countercyclical Edge 38:19 - Bear Markets And Treasury Shakeouts 46:04 - Peak Apathy And The Bitcoin Bottom 49:04 - Rethinking The Four Year Cycle 51:59 - Why Bitcoin's Cycle Underwhelmed 59:23 - Prediction Markets Drain Crypto 1:00:57 - Warsh, Rates And Fed Credibility 1:07:17 - Trump Versus The Fed 1:10:24 - Technology And AI Deflation 1:16:28 - Open Source Versus Closed AI 1:21:22 - China, Data Centers And AI Moats 1:24:37 - Open Source AI Empowers Individuals 1:27:25 - Sci-Fi Novel And Sign Off