Lyn Alden, the macro strategist who built a massive following by explaining fiscal dominance and monetary debasement, is now putting her thesis into practice. Orange Juice Holdings Inc., a newly established permanent-capital holding company she co-founded, just closed a $40 million seed round with plans to acquire small US businesses, run them with AI-assisted operations, and stash the retained earnings in Bitcoin.
The company’s endgame is a public listing, which would make it something like a MicroStrategy for Main Street businesses, except with actual operating cash flows underneath.
What Orange Juice actually does
The firm targets cash-flow-positive US businesses generating between $1 million and $10 million in annual revenue. Rather than optimizing for a quick exit, the model calls for acquiring these businesses permanently, improving their operations using artificial intelligence tools, and holding them indefinitely.
Retained earnings from the portfolio companies flow into a Bitcoin treasury. Instead of distributing profits or reinvesting purely into more acquisitions, Orange Juice treats Bitcoin as its reserve asset.
