關於數字表達自由和比特幣的鬥爭

在成功影響了GameStop的戰略選擇之後，Artive Asset Management的首席執行官Matt Cole現在轉移了Intuit的關注點

The battle over digital freedom of expression and the adoption of Bitcoin in major U.S. companies gains a new chapter. After successfully influencing the strategic choices of GameStop, Matt Cole, CEO of Strive Asset Management, now turns the spotlight on Intuit, a giant in financial software known for products like TurboTax and QuickBooks.

在美國主要公司中，關於數字言論自由和採用比特幣的鬥爭獲得了新的篇章。在成功影響了GameStop的戰略選擇之後，Strive Asset Management的首席執行官Matt Cole現在將Intuit的關注點置於Intuit，這是一家以Turbotax和QuickBooks等產品而聞名的巨型財務軟件。

In a passionate open letter addressed to the CEO of Intuit, Sasan Goodarzi, and the chair of the board of directors, Susan Nora Johnson, Cole questions the company’s business policies, accusing it of ideological censorship and lacking strategic vision on the future of digital money.

在致信Intuit首席執行官Sasan Goodarzi和董事會主席Susan Nora Johnson的一封充滿激情的公開信中，科爾對公司的商業政策提出了質疑，指責其意識形態審查，並缺乏戰略性的願景。

What is the essence of the dispute

爭端的本質是什麼

At the center of the dispute, a recent episode involving Mailchimp, the email marketing platform owned by Intuit. The account of the Trojan Bitcoin Club, a student organization active at the University of Southern California, was deactivated after sending messages containing references to Bitcoin. Only after strong public pressure, the account was reactivated.

在爭端的中心，最近的一集涉及MailChimp，這是Intuit擁有的電子郵件營銷平台。活躍於南加州大學的學生組織Trojan比特幣俱樂部的帳戶在發送包含對比特幣的參考的消息後被停用。只有在強烈的公共壓力之後，該帳戶才重新激活。

According to Cole, this event is not an isolated case but part of a broader pattern of deplatforming involving developers, entrepreneurs, and educators active in the Bitcoin sector. The adoption of restrictive content policies by Mailchimp is interpreted as an ideological use of moderation tools, rather than an approach based on neutral management of business risks.

根據科爾的說法，這一事件不是一個孤立的案例，而是涉及開發人員，企業家和活躍於比特幣部門的教育者的更廣泛模式的一部分。通過MailChimp對限制性內容政策的採用被解釋為理智工具的意識形態使用，而不是基於中性業務風險管理的方法。

In addition to image problems, Cole warns Intuit about the legal and regulatory risks arising from behaviors perceived as discriminatory. In the United States, attention from federal authorities — such as the Federal Trade Commission (FTC) — is growing towards censorship practices by technology platforms.

除了圖像問題外，科爾還警告直覺，即被認為是歧視性的行為引起的法律和監管風險。在美國，聯邦當局（例如聯邦貿易委員會（FTC））的關注正在通過技術平台向審查實踐增長。

The use of the so-called “Acceptable Use Policy” of Mailchimp seems, according to Cole, more like a political tool than a protection against real threats. A practice that, if confirmed, could call into question the respect of the fiduciary duty towards the shareholders.

根據科爾的說法，使用所謂的“可接受使用政策”的使用似乎更像是一種政治工具，而不是保護真正的威脅。如果得到確認，這種做法可能會質疑受託人對股東的尊重。

But Cole does not limit himself to criticism. In his letter, he proposes an alternative direction: he invites Intuit to include Bitcoin in its corporate balance sheet, following the example of GameStop, and to reform internal policies to eliminate any form of ideological bias.

但是科爾並不局限於批評。在他的信中，他提出了一個替代的方向：他邀請Intuit以GameStop的例子將比特幣在其公司資產負債表中加入，並改革內部政策以消除任何形式的意識形態偏見。

The adoption of Bitcoin is not presented as a symbolic act, but rather as a strategic hedge against the risks posed by intelligenza artificiale. According to Cole, products like TurboTax could soon be challenged by the growing capability of AI tools, which graphically could completely automate tax filing, reducing the need for complex software solutions.

比特幣的採用不是作為像徵性的行為，而是作為反對Intellignza Artificiale帶來的風險的戰略對沖。根據科爾的說法，像Turbotax這樣的產品可能很快受到AI工具不斷增長的能力的挑戰，AI工具可以完全自動化納稅申請，從而減少了對複雜軟件解決方案的需求。

“While appreciating Intuit’s commitment to the development of artificial intelligence, we believe that an alternative protection is also necessary, and we believe that Bitcoin is the best available option.”

“雖然欣賞Intuit對人工智能發展的承諾，但我們認為也有必要進行替代保護，我們認為比特幣是最好的選擇。”

The successful precedent: GameStop and the shift towards the “Bitcoin Standard”

成功的先例：GameStop和向“比特幣標準”的轉變

The intervention on Intuit comes a few weeks after a sensational success for Strive. Last February, Cole had sent a proposal to GameStop, to convert part of its cash reserves — about 5 billion dollars — into Bitcoin. The board of directors embraced the idea: GameStop confirmed the intention to accumulate Bitcoin on its balance sheet and successfully completed an operation of 1.5 billion dollars in convertible notes.

對Intuit的干預是在激動人心的努力成功之後幾週。去年2月，科爾向GameStop發送了一項建議，將其一部分現金儲備（約50億美元）轉換為比特幣。董事會接受了這一想法：GameStop確認打算在其資產負債表上積累比特幣，並成功完成了15億美元可轉換票據的運營。

This move will be the first step towards what Cole calls the “Bitcoin Standard,” a treasury strategy is inspired by the need to preserve value in the long term in an increasingly uncertain macroeconomic context. For Strive, this is a model to replicate in other American companies, to promote governance based on “apolitical excellence” and concrete commitments in favor of shareholders and customers, rather than on political or cultural orientations.

這一舉動將是邁向科爾所謂的“比特幣標準”的第一步，這項國庫策略的靈感來自於在越來越不確定的宏觀經濟環境中長期保留價值的必要性。對於努力而言，這是在其他美國公司複製的模型，以“非政治性”和具體的承諾來促進治理，以支持股東和客戶，而不是政治或文化取向。

Bitcoin as a lever for a business paradigm shift not only in Intuit

比特幣是業務範式轉移的槓桿，不僅在Intuit中

Matt Cole, through his actions with Strive Asset Management, aims to reform the principles of corporate finance, pushing companies to recognize Bitcoin not only as a speculative asset, but as a token of financial sovereignty and strategic resilience.

馬特·科爾（Matt Cole）通過努力資產管理的行動，旨在改革公司財務原則，促使公司不僅將比特幣視為投機性資產，而且是財務主權和戰略韌性的標誌。

Adding Bitcoin to the balance sheet, according to Cole, is not just a matter of return: it is a fundamental element of protection against potential system shocks, both technological and economic, caused for example by aggressive automation or aggressive inflationary policies.

根據科爾的說法，將比特幣添加到資產負債表中，不僅是回報問題：這是保護潛在的系統衝擊的基本要素，無論是通過積極的自動化或積極的通貨膨脹政策而引起的。

In this scenario, the adoption of Bitcoin becomes a choice full of implications: it is not just about asset allocation, but about ideological and economic positioning in the future of global business.

在這種情況下，比特幣的採用成為一種充滿意義的選擇：這不僅涉及資產分配，而且是關於全球業務未來的意識形態和經濟定位。

The battle continues: between pressure and change of strategy

戰鬥繼續：在壓力與策略的變化之間

The battle between Matt Cole and Intuit is just the latest front in a broader confrontation between the world of traditional finance and the new frontiers of the decentralized digital economy. The message sent by Strive is a clear signal to companies: ignoring the transformative potential of Bitcoin and adopting policies driven by ideologies can compromise not only reputation but also the long-term value for shareholders.

馬特·科爾（Matt Cole）和直覺之間的戰鬥只是傳統金融世界與分散數字經濟的新邊界之間更廣泛對抗的最新戰線。努力發送的信息是向公司發出的明確信號：忽略比特幣的變革潛力和採用意識形態驅動的政策的變革潛力不僅會損害聲譽，而且會損害股東的長期價值。

With GameStop already moving towards Bitcoin, now all eyes are on Intuit. Its response will not only determine a company policy, but could influence the entire industry’s approach towards cryptocurrencies in an era of rapid technological changes.

隨著GameStop已經朝比特幣轉向，現在所有人都注視著Intuit。它的反應不僅將決定公司的政策，而且可能會影響整個行業的加密貨幣在快速變化的時代。