Lyn Alden: Bitcoin Has Bottomed - But When Will It Break Out?

Host John Gillen speaks with Lyn Alden about why Bitcoin may have found its cycle bottom even if a new bull market is not yet underway. Alden says leverage and fast money have largely been flushed out, leaving stronger holders, but fresh demand may require more time and evidence that Bitcoin’s cryptography can withstand emerging AI and quantum risks.

They examine how persistent fiscal deficits, elevated energy costs, interest rates, and constrained Federal Reserve policy shape Bitcoin’s outlook. Alden views long-term monetary debasement as structurally supportive for scarce assets, while warning that oil shocks and tighter liquidity can still create near-term risk-off pressure.

Alden also explains Orange Juice, a permanent-capital company designed to acquire cash-flowing businesses and build a Bitcoin treasury without relying solely on Bitcoin appreciation or continual financing. She closes with a measured outlook: her bias is for Bitcoin to rise in 2027, though she has greater confidence over a two- to three-year horizon.