# Episode #172: Brazil's Oranje Pill with Gui Gomes Page: https://stenobird.com/podcast/brazil-crypto-report-5342676/episode-172-brazil-s-oranje-pill-with-gui-gomes Text version: https://stenobird.com/podcast/brazil-crypto-report-5342676/episode-172-brazil-s-oranje-pill-with-gui-gomes.md Podcast: [Brazil Crypto Report](https://stenobird.com/podcast/brazil-crypto-report-5342676) Published: 2025-10-30T01:08:28+00:00 Episode link: https://brazilcrypto.substack.com/p/episode-172-brazils-oranje-pill-with Audio file: https://api.substack.com/feed/podcast/177504162/ac7317547d9bf675428d9aac52fdb48f.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/brazil-crypto-report-5342676/episodes/episode-172-brazil-s-oranje-pill-with-gui-gomes Duration seconds: 2731 ## Resource 🙌 You can listen to BCR on your favorite podcast platform YouTube | Spotify | Apple Podcasts 🔥 Join the BCR English language Telegram group to continue the conversation 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 u… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/brazil-crypto-report-5342676/episodes/episode-172-brazil-s-oranje-pill-with-gui-gomes/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/brazil-crypto-report-5342676/episode-172-brazil-s-oranje-pill-with-gui-gomes.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.