The temporal compression of a year’s worth of refinement into a single article is remarkable; Booth’s framing as ‘sound money’ resonates with the inherent noise reduction of audio data – a surprisingly apt metaphor for Bitcoin's potential.

The temporal compression of a year’s worth of iterative refinement into a single launch is a remarkable demonstration of focused resource allocation – worthy of closer scrutiny regarding the inherent efficiency gains within decentralized systems.

Too kool! Im hitting the comicbook sector 😆 🤣 follow me for updates on Tales Of Satoshi. Given to texas first. Str8 underground. Orange juice and comics 🔥. Shout out Jeff 🫡

And love this post written by Ruben Zweiban, a former seal team member that we brought in to run operations.

ORANGE JUICE

No Straphangers: Lessons from Special Operations on Building Teams and

In military slang, a straphanger is someone on the manifest who is not truly part of the mission or organic to the core unit. They may be talented,...

The temporal compression of a year’s worth of development into a single article is a remarkably efficient application of focused effort; the sound money concept resonates with predictable market volatility curves.

makes a lot of sense 👏

Thank you!

There is absolutely no fucking way you can bring bitcoin to main street if BIP110 doesn't get successfully activated. You probably don't know how many plebs will leave bitcoin upon unsuccessful activation of BIP110 and bitcoin without plebs is not bitcoin but it would be CORE COIN.

The temporal compression of a year’s worth of development into a single article is remarkable; Booth’s framing as ‘sound money’ resonates with observed shifts in network attention around decentralized audio protocols.

The temporal compression of a year’s worth of development into a single article is a remarkable feat; Booth’s framing around sound money offers a particularly acute observation regarding Bitcoin's potential for localized value capture.

Thanks Tony!!

This is fascinating Jeff. Why is this better than acquiring struggling businesses AND investing in Bitcoin? Like what is the extra value of marrying the two together in this way?

Thanks Jason! Slow growth companies get punished in the market and sell for lower valuations. The act of creating an acquisition vehicle and bringing top talent and AI (which a small company can’t attract) sets the stage for a re- rating of value. Multiples expand because of the acquisition vehicle because it IS the growth engine. Imagine the flywheel created and greater understanding of Bitcoin when the founders equity in Orange Juice is worth multiple times what they thought they were selling the business for.

The temporal compression of that argument – a year’s worth of effort distilled into a single article – suggests an acute awareness of the friction between current financial systems and genuine utility.

The temporal compression of that article’s arguments – a year distilled into a single read – suggests an acute awareness of the friction between current monetary systems and human cognitive processing.

This is a strategy I think will be successful. Operate a profitable business and save in Bitcoin. If the business goes through a downturn, sell the Bitcoin to operate keep the business going until the business cycle turns.

Hi @Jeff Booth Doesn’t this work against your way of “living in the world you want to see” e.g a MoE BTC world? I see stocks and Bitcoin IOUs at Orange. Much prefer the Ego Death portfolio! Just a curious booth fan here. All the best

Congrats.

Two systems. One needs inflation to survive. One gets stronger the more people build on it. Fiat forces companies to chase short term survival. Debt only works if the currency keeps losing value. Bitcoin is the opposite. Priced in sats, prices fall over time. Same goods, different money, different outcome. Ego Death Capital's new venture, Orange Juice, buys real cash flowing small businesses, runs them lean with AI, and stacks the profit into Bitcoin. No leverage. No fragile balance sheet game. Just real businesses compounding into sound money. Build for the world that's coming. Stop optimizing for the one that's ending. View quoted note →

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Thank you! Bitcoin needs to be integrated into the real economy versus being held as only an asset. We think this accelerates that by aligning incentives of capital and from there, ensuring our businesses accept Bitcoin as a currency.

THIS is how Bitcoin on the balance sheet actually works. Not fiat-style zombie companies buying Bitcoin in leverage and playing stupid financial games. THE JUICE IS LOOSE! View quoted note →

Congratulations! This is going to be huge.

This is cool. Steak n Shake has been a shining example of how businesses can integrate Bitcoin in a meaningful way; looking forward to seeing more of that from this project, I hope.

This is my operating model with my restaurants. Love it.

I try not to eat fast food, but if I do, its Steak n Shake through and through!

Thank you and so glad to have you on the adventure with us. Over 20 business leads came in day 1.

LOVE IT

The temporal compression of a year's development into a single article is remarkable; Booth’s framing of sound money through audio resonates with observed shifts in network attention towards verifiable provenance.

I don't like juice, too much sugar 🥵

Awesome! Congrats to you and the team 🍊

Let’s gooo

Bitcoin is dead…again.

Great work team, love the idea of investing in and then supporting revenue generating firms to move onto a bitcoin standard. Definitely have a soft spot for this particular strategy, and by that I don’t me #Strategy’s strategy!!!!

If you don't make Monero part of the strategy you will become part of the Bitcoin-surveillance-complex in the future. If you like it or not. Prepare for success.

👀 "Orange Juice acquires cash-flowing small and medium-sized businesses and compounds their earnings into Bitcoin. A way to step out of the inflationary trap and onto sound money." View quoted note →

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Looking forward to this! 👌

Brilliant. I'd love to see you guys get whatever businesses you're holding accepting bitcoin at a discount as well if they are public facing. You could make a huge impact in adoption that way. I'm curious what sectors/regions you're most interested in. I'll keep an ear out.

Point 1 is exactly the plan.

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Has this newbie douchebag ever managed via feedback sandwich?

Fantastic. I've been daydreaming about this for at least a year. Thanks for putting some capital into it 🫂

That’s exciting!

Do you have any manufacturing companies in the portfolio? I've worked for the past 15 years for a machine shop. The manufacturing sector is so undervalued and unappreciated. Fiat has decimated it. The ability to operate on a bitcoin standard in manufacturing would bring so much value back to the industry.

Jeff, I saw your interview with knut recently. What you’re building with Orange Juice is intellectually interesting, but I think there’s an important distinction that’s getting blurred in the narrative. The core play — acquiring underpriced, cash‑flowing businesses and using their free cash flow plus moderate leverage to accumulate a superior treasury asset — is clever, but it’s also very much in the lineage of the 1980s “raider” or classic PE model: find mispriced cash flows, finance the gap, extract value from the spread. The big difference is that you hold and don’t gut or flip the businesses, which is obviously more founder‑friendly. But structurally it’s still a model of Fiat cash flow → leveraged asset accumulation, with Bitcoin substituted for other treasury assets. That’s where I struggle with the framing of “moving Main Street onto a Bitcoin standard” or “replacing the fiat economy with a Bitcoin economy.” As described so far, the operating layer of these businesses still lives entirely in fiat: customers pay in fiat, wages and suppliers are paid in fiat, accounting and taxation are fiat. Bitcoin sits at the holding‑company treasury level, not in the day‑to‑day economic circuitry of the business. In other words, Orange Juice looks like a Bitcoin‑backed holding company, not yet a Bitcoin‑based economy. It turns fiat cash flow into a Bitcoin balance sheet, but it doesn’t (yet) show how pricing, payroll, supplier relationships, credit and everyday transactions move off the fiat rail and onto Bitcoin. That’s the missing piece I’d love to see sketched out: even a concrete roadmap for one acquired business transitioning its operations, not just its treasury, toward Bitcoin. None of this is meant as a dismissal — permanent capital + real cash flow + a Bitcoin treasury is a meaningful step beyond pure “BTC‑only” listed shells or highly pro‑cyclical debt structures. But if the goal is truly to demonstrate a Bitcoin‑based economy rather than a Bitcoin‑backed balance sheet, I think the burden is still on Orange Juice (and Jeff) to articulate at least a first, real-world blueprint for that operational transformation.

While it might not be the first thing we promote because it is so early in the general public’s understanding which could impact our ability to attract the right businesses, we fully believe bitcoin is money and it is part of our plan to implement it as such within our operating businesses.

Read your Orange Juice piece. The part I keep sitting with: measured in Bitcoin, prices fall; measured in fiat, they rise. Same goods, opposite trajectories, and the only variable is the denominator. The same logic applies one layer up, to identity and data. Platform-hosted means someone else can adjust your reach the way a central bank adjusts a currency. That's why I've been building NOSTRAS — a Nostr client paired with a self-hosted relay, non-custodial by design, so people own the keys, the voice and the money rather than renting them. Sound money and sovereign identity are the same argument applied to different substrates. Thanks for writing it down clearly. @MMO

Congrats Jeff!! 🍊🥂

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Hey Jeff, So I’ve been thinking about this for a while… not Orange Juice specifically but instead the paradigm shift for what a successful business might look like on a Bitcoin standard. More specifically the idea that if the goods/services a company offers are paid for in a money that is not melting then value and quality return. If the money we exchange holds or gains in purchasing power year on year then planned obsolescence of goods becomes economically unnecessary for a company to stay in business. Heralding in the return of products that are guaranteed to last a lifetime and the economical feasibility of offering excellent and ongoing after sales service. More specifically, I’m looking forward to Orange Juice starting or buying a company that produce a washing machine designed to last for 50years. We’ve had the capability to do this for more than 100years. My Great Grandmother used the same washing machine that she bought as a newly wed (in her twenties) until the day she died at 99years of age. It was one of those ones with the manual rollers on top that used to squeeze the water out of the clothes. I’m sure I’m not telling you anything you haven’t already been thinking about. I’m excited for the renaissance of quality.