Orange Juice, a firm launched by partners at ego death capital, is introducing a new corporate strategy for accumulating Bitcoin. Unlike pure-play companies that rely on financial engineering and capital markets, Orange Juice acquires profitable American businesses, holds them indefinitely, and directs part of their excess cash flow into a Bitcoin treasury. This model sacrifices explosive bull market leverage in exchange for a decorrelated return stream that acts as ballast during market downturns. The success of this approach depends heavily on acquisition quality and operational execution, with ideal subsidiaries generating recurring revenue, requiring minimal maintenance capital expenditures, and maintaining modest leverage.
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