Cantor Equity Partners支持的SPAC從軟銀，Tether和Bitfinex籌集了$ 3B

由布蘭登·盧特尼克（Brandon Lutnick）的Cantor Equity Partners領導的財團正在準備比特幣上最雄心勃勃的財政部賭注之一

A consortium including Brandon Lutnick’s Cantor Equity Partners is preparing one of the most ambitious treasury-style bets on Bitcoin since MicroStrategy first began pivoting its balance sheet toward the cryptocurrency market.

包括布蘭登·盧特尼克（Brandon Lutnick）的Cantor Equity Partners在內的一個財團正在準備比特幣上最雄心勃勃的國庫式賭注之一，因為MicroStrategy首先開始將其資產負債表轉向加密貨幣市場。

According to a Financial Times report, the special-purpose acquisition company (SPAC) being formed by brokerage Cantor Fitzgerald has secured commitments for a combined $3 billion in Bitcoin contributions from SoftBank, Tether and Bitfinex to seed a new entity called 21 Capital.

根據《金融時報》的一份報告，經紀人坎托·菲茨杰拉德（Cantor Fitzgerald）成立的特殊用途收購公司（SPAC）已確保了從軟銀，Tether和Bitfinex共同付出了30億美元的比特幣捐款的承諾，以播種一個名為21 Capital的新實體。

The deal would mark a dramatic entrance for Lutnick—installed as Cantor Fitzgerald chair after his father, Howard Lutnick, joined the Trump administration as commerce secretary—into the center of an expected post-election revival in U.S. digital-asset investing. Three people briefed on the plan told the FT that 21 Capital will be seeking to replicate “the success of MicroStrategy, a one-time software company that surged after pivoting to cryptocurrency investing.”

這筆交易將標誌著盧特尼克（Lutnick）的戲劇性入口，該交易被任命為康托爾·菲茨杰拉德（Cantor Fitzgerald）主席之後，他的父親霍華德·盧特尼克（Howard Lutnick）加入了特朗普政府擔任商務部長，這是美國數字資產投資的預期後復興的中心。該計劃的三人告訴FT，21 Capital將尋求復制“ MicroStrategy的成功，MicroStrategy是一家一次性軟件公司，在樞轉旋轉到加密貨幣投資後激增。”

Cantor Equity Partners January IPO raised $200 million. That cash, together with the partners’ Bitcoin, would form the core treasury of 21 Capital. The breakdown cited in the report allocates $1.5 billion in Bitcoin from Tether, $900 million from SoftBank and $600 million from Bitfinex. A further $350 million convertible bond and $200 million private equity placement are being arranged “to buy additional Bitcoin,” the sources said.

Cantor Equity Partners一月IPO籌集了2億美元。與合作夥伴的比特幣一起，這筆現金將構成21 Capital的核心國庫。報告中引用的細分從Tether分配了15億美元的比特幣，來自軟銀的9億美元和Bitfinex的6億美元。消息人士稱，還安排了另外3.5億美元的可轉換債券和2億美元的私募股權安置。

Upon completion, the digital-asset contributions would convert into 21 Capital shares at $10 per share, valuing the transferred Bitcoin at $85,000 per coin. The plan is still fluid. FT cautions that “the deal was likely to be announced in the coming weeks, it could still fail to materialise, and the numbers could change.”

完成後，數字資產捐款將以每股10美元的價格轉換為21股資本股，將轉移的比特幣的評價為每幣85,000美元。該計劃仍然是流暢的。英蘭特警告說：“這筆交易很可能在未來幾週內宣布，它仍然無法實現，數字可能會改變。”

MicroStrategy’s multiyear bitcoin accumulation has produced a $91 billion market capitalization, and its model—issuing equity and low-coupon debt to finance further purchases—has become a playbook for corporate-treasury adoption of digital assets. Lutnick’s proposed vehicle is the first SPAC expressly designed to mimic that template at scale, and it arrives as the Trump administration signals “a more accommodative stance to cryptocurrency trading.”

MicroStrategy的多年比特幣積累產生了910億美元的市值，其模型（發行了股權和低企業債務以供進一步購買，已經成為公司財政資產採用數字資產的劇本。盧特尼克（Lutnick）的擬議車輛是第一個明確設計用於模仿該模板的SPAC，它是特朗普政府發出信號“對加密貨幣交易的更容易的立場”而到達的。

Cantor Fitzgerald has already benefited from the new policy climate, having advised on Tether’s investment in conservative video-sharing platform Rumble. The brokerage is also sponsoring two additional Lutnick-led SPACs that remain in search of targets.

坎托·菲茨杰拉德（Cantor Fitzgerald）已經從新的政策氛圍中受益，並已建議Tether在保守的視頻共享平台Rumble上投資。該經紀公司還贊助了另外兩個由Lutnick領導的SPAC，它們仍在尋找目標。

The presence of SoftBank—with “$180 billion in assets, $32 billion in cash, and a massive portfolio of companies,” as BTC Inc. chief executive David Bailey observed—immediately gives the proposed vehicle global heft. Bailey told followers on X, “SoftBank has officially entered the Bitcoin market with an initial $900m acquisition… Masayoshi Son!” Steven Lubka, who runs Swan Private Wealth, posted simply: “Cantor, SoftBank, and Tether launching a BTC acquisition vehicle.”

BTC Inc.首席執行官戴維·貝利（David Bailey）觀察到，軟銀的存在 - “有1800億美元的資產，320億美元的現金和大量公司的投資組合”。 Bailey在X上告訴追隨者：“軟銀已正式進入比特幣市場，最初是9億美元的收購……Masayoshi Son！”經營天鵝私人財富的史蒂文·盧布卡（Steven Lubka）簡單地發布了：“ Cantor，Softbank和Tether啟動了BTC採購車輛。”

Market observers have been quick to link the consortium’s emergence to Bitcoin’s recent price action. Tuur Demeester, host of the B Reel podcast and a director at the Texas Bitcoin Foundation, wrote that “this announcement could explain why Bitcoin is up 12% in the past week.”

市場觀察家很快就將財團的出現與比特幣最近的價格行動聯繫起來。 Tuur Demeester是B捲盤播客的主持人，也是德克薩斯比特幣基金會的董事，他寫道：“這一公告可以解釋為什麼比特幣在過去一周中增長12％。”

Jeff Park, head of Alpha Strategies at Bitwise, framed the collaboration in geopolitical terms, calling it “the ultimate ‘exorbitant privilege' joint venture— a move so wild you can’t begin to fathom how it will supercharge the dollar export machine in a positive feedback loop of the existing global carry system.”

傑夫·帕克（Jeff Park）是Alpha Strategies Bitwise的負責人，用地緣政治術語構建了合作，稱其為“最終的'過高的特權'合資企業 - 這一舉動如此瘋狂，您無法開始如何以現有全球攜帶系統的積極反饋循環來體驗美元出口機器。”

At press time, BTC traded at $93,391.

發稿時，BTC的交易價格為93,391美元。