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Olá pessoal!
For today’s episode I talk to Gui Gomes, CEO and founder of OranjeBTC, which became Latin America’s largest bitcoin treasury company and the 26th largest in the world when it publicly listed on Brazil’s B3 exchange earlier this month.
We discuss how Oranje aims to be more than just a vehicle for acquiring bitcoin. Rather, Gui sees Oranje as a bitcoin-native company that will catalyze mass adoption of bitcoin across Latin America.
Key Takeaways:
From Bridgewater to Bitcoin: Prior to joining Swan Bitcoin in 2022, Gomes spent several years at Ray Dalio’s Bridgewater Associates, where exposure to Dalio’s “Changing World Order” research helped crystallize his conviction that bitcoin represents the future of reserve currencies. The parallels between Dalio’s thesis on currency cycles and bitcoin’s value proposition were impossible to ignore.
Purpose-Built, Not Dabbling: Unlike other companies simply adding bitcoin to their balance sheets as a hedge, OranjeBTC is built from the ground up to operate on the bitcoin standard. Every aspect — from capital structure to hiring to cost basis — is designed around bitcoin accumulation and education.
Latin America’s Unique Opportunity: The region’s history with currency devaluation and inflation makes bitcoin particularly compelling solution. As Gomes puts it: “If bitcoin is good for Americans, bitcoin is great for Latin Americans.” With nearly a billion people and abundant natural resources held back by monetary instability, moving to a bitcoin standard could be transformational for the region.
US vs Brazil Adoption Gap: While US institutional understanding of bitcoin is more advanced, Brazil leads in regulatory clarity. Brazilian banks have been selling bitcoin directly from checking accounts since before US ETF approval—a capability American banks still don’t have.
Aggressive Growth Plans: Orange holds approximately 3,700 BTC and continues buying weekly. The company plans to deploy multiple capital instruments — equity offerings, convertible notes, and other tools — to accelerate treasury growth while creating value for shareholders.
Education as Mission: OranjeBTC is releasing comprehensive research papers on treasury companies, bitcoin fundamentals, and Latin American economic opportunities. It will be hosting institutional events and building educational content for both newcomers and sophisticated investors.
Gomes brings a unique perspective shaped by traditional finance experience and hardcore bitcoin conviction. His vision extends beyond corporate treasury strategy to national-level adoption, believing Brazil’s 215 million people could set a transformative example for emerging markets worldwide.
Gui also weighs in on the “debasement trade,” why digital natives will accelerate adoption, and how nation-states are just beginning to recognize bitcoin’s strategic importance.
You can connect with Gui on Linkedin.
Have a great week everyone,
-AWS
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