努力資產管理專業比特幣國庫分配給Intuit

Strive Asset Management的最新推動說服大型公司將其資產負債表的一部分分配給比特幣已降落在Intuit的家門口

In its latest move to encourage major corporations to add Bitcoin to their balance sheets, Strive Asset Management has turned its attention to Intuit, the $165 billion fintech firm behind TurboTax, Mailchimp, and other prominent software solutions.

在鼓勵大型公司在其資產負債表中增加比特幣的最新舉動，Strive Asset Management將注意力轉移到了Intuit，這家耗資1650億美元的金融科技公司在Turbotax，MailChimp和其他著名的軟件解決方案後面。

Earlier this year, Strive's efforts led to GameStop, the video game retailer, agreeing to add BTC after months of private engagement.

今年早些時候，競爭的努力導致了視頻遊戲零售商GameStop，同意在經過數月的私人參與後加入BTC。

Now, in an open letter dated April 14, Strive's Chief Executive Officer Matt Cole has addressed Intuit's top leadership—CEO Sasan Goodarzi and Independent Board Chair Suzanne Nora Johnson—suggesting the addition of Bitcoin to Intuit's reserves.

現在，在4月14日的一封公開信中，Strive的首席執行官Matt Cole向Intuit的頂級領導（Ceo Sasan Goodarzi和獨立董事會主席Suzanne Nora Johnson）致辭，並在Intuit的儲備中增加了比特幣。

While noting the company's "growth is certainly admirable," Cole ties the company's treasury allocation to a broader hedge "against potential disruption caused by artificial intelligence." This follows a pattern in several of Strive's letters to publicly traded companies.

雖然指出該公司的“增長肯定令人欽佩”，但科爾將公司的財政部分配與更廣泛的對沖，“反對人工智能造成的潛在破壞”。這遵循了Strive給公開交易公司的幾封信中的一種模式。

After praising Intuit's strategic transformation and rise in the fintech sector, Cole expressed concern over Mailchimp, Intuit's email marketing platform, engaging in "censorship and politicized deplatforming" of Bitcoin-related content creators, a move he believes could expose shareholders to reputational and legal risks.

在讚美Intuit在金融科技領域的戰略轉型和增長之後，Cole對Intuit的電子郵件營銷平台MailChimp表示關注，從事與比特幣相關的內容創造者的“審查和政治化替代”，他認為這一舉動可以使股東可以將股東暴露給股東面臨聲譽和法律風險。

Cole highlighted a recent incident involving the Trojan Bitcoin Club at the University of Southern California, where Mailchimp reportedly closed the club's account "despite the fact that the group does not buy, sell or trade crypto" but focuses on educational activities.

科爾強調了最近的一次事件，該事件涉及南加州大學的特洛伊特比特幣俱樂部，據報導，梅奇姆（MailChimp）關閉了俱樂部的帳戶“儘管該集團沒有購買，出售或交易加密貨幣”，但仍關注教育活動。

According to reports, the club's members had used a Mailchimp account to organize events and keep members in the university's chapters updated. However, after one member posted a Bitcoin-related article to the club's Facebook group, an action that was not authorized by the university chapter, administrators reportedly decided to close the club's Mailchimp account.

據報導，俱樂部的成員使用了MailChimp帳戶來組織活動，並將成員保留在大學的章節中。但是，在一名成員向俱樂部的Facebook組發布了一篇與比特幣相關的文章後，該行動未獲得大學分會的授權，據報導，管理人員決定關閉俱樂部的MailChimp帳戶。

Although Mailchimp later reversed its decision to close the account entirely, reports suggest that it was only reinstated on the condition that the club refrain from discussing the exchange of Bitcoin.

儘管MailChimp後來反轉了其完全關閉帳戶的決定，但報告表明，僅在俱樂部避免討論比特幣交換的情況下才恢復了恢復。

However, Cole argued that this was "not an isolated event," as other Bitcoin advocates—including podcaster Natalie Brunell and software developers—have claimed they were denied Mailchimp's services.

但是，科爾認為，這不是一個“不是一個孤立的事件”，因為其他比特幣提倡者（包括播客Natalie Brunell和軟件開發人員）聲稱他們被拒絕了MailChimp的服務。

"We are concerned that Intuit's censorship and deplatforming policies discriminate against Bitcoin enthusiasts," Cole wrote, adding that these measures "may have significant financial repercussions for shareholders" and could subject Intuit to potential scrutiny from federal regulators, particularly the Federal Trade Commission.

科爾寫道：“我們擔心Intuit的審查制度和替代政策會歧視比特幣愛好者。”他補充說，這些措施“可能對股東產生重大的財務影響”，並可能對聯邦監管機構，尤其是聯邦貿易委員會（聯邦貿易委員會）的潛在審查。

Pointing toward regulatory probes, Cole mentioned a new FTC inquiry into "how technology platforms deny or degrade users' access to services based on the content of their speech or affiliations." He also noted that Intuit has previously faced FTC action over its advertising practices, suggesting there is heightened exposure to legal risk should Mailchimp's policies attract government attention.

Cole指向監管探針，提到了“技術平台如何根據其語音或分支機構的內容拒絕用戶訪問服務的訪問”的新FTC調查。他還指出，Intuit以前曾在其廣告實踐中面臨FTC行動，這表明如果MailChimp的政策引起政府的關注，則會增加法律風險的暴露。

"If Mailchimp continues its present course, its legal liability could be staggering," Cole wrote, stating that a federal investigation "alone could cost millions in legal fees, distract the company from its core business, and alienate even more customers."

科爾寫道：“如果MailChimp繼續其目前的課程，其法律責任可能會令人震驚。

In addition to the FTC investigation, Cole also brought up a recent lawsuit filed by a group of Mailchimp users who claim they were wrongfully banned from the platform for their political beliefs. The lawsuit, which is seeking class-action status, could further escalate the backlash against Mailchimp and Intuit.

除了FTC調查外，科爾還提出了一群MailChimp用戶提起的最新訴訟，這些訴訟聲稱他們被錯誤地禁止了其政治信仰。尋求集體訴訟狀況的訴訟可能會進一步升級對MailChimp和Intuit的強烈反對。

Strive's chief executive also took aim at what he believes is an "anti-Bitcoin bias" that may be preventing Intuit from establishing a "Bitcoin war chest."

Strive的首席執行官還瞄準了他認為的是“反幣幣偏見”，可能會阻止Intuit建立“比特幣戰爭箱”。

Pointing to AI as the next wave of disruptive technology, Cole argued that a corporate BTC reserve could provide Intuit with strategic capital to weather changes in the market.

科爾認為AI是下一波顛覆性技術，認為公司BTC儲備可以為市場的天氣變化提供戰略性資本。

"Strive is further concerned that Intuit's bias against Bitcoin has left the company with an institutional blind spot when it comes to investing its own cash flows to maximize the company's long-term success. In particular, we fear that Intuit's anti-Bitcoin stance may make it reluctant to consider a treasury allocation to Bitcoin as a viable insurance policy against potential AI disruption," the letter reads.

“努力進一步擔心，在投資自己的現金流動以最大程度地提高公司的長期成功時，Intuit對比特幣的偏見使該公司具有機構的盲點。特別是，我們擔心，我們擔心Intuit的反比位幣立場可能會使對比特幣的庫存分配給比特幣作為可行的保險政策，以違反潛在的保險政策。

Strive cites research data that "the S&P 500 will be replaced over the next 10 years," adding "we believe AI is the technological disruptor of our generation, and that companies must position themselves now to mitigate these risks and find alternative means of sustaining shareholder value over time. We believe that TurboTax, Intuit’s flagship product, has a high risk of being automated away by AI."

Strive引用了研究數據，即“未來10年中將更換標準普爾500指數”，補充說：“我們相信AI是我們這一代的技術破壞者，並且公司必須立即定位自己來減輕這些風險，並找到持續股東價值隨著時間的推移而持續的替代方法。

According to Strive, maintaining a BTC allocation would allow Intuit to counteract the AI revolution.

根據努力，維持BTC分配將使Intuit可以抵消AI革命。

"We believe an additional hedge is warranted, and that a Bitcoin war chest is the best option available. With a fixed and verifiable supply cap of only 21 million coins, in an era of unchecked monetary expansion, we believe Bitcoin is poised to continue appreciating in value over time. […] We believe creating a Bitcoin war chest now will ensure that Intuit will have enough strategic capital to

“我們認為有必要額外的樹籬，並且比特幣戰爭箱是最好的選擇。在不受組織的貨幣擴張的時代，只有固定且可驗證的供應上限僅為2100萬個硬幣，我們相信比特幣有望繼續欣賞，隨著時間的推移，比特幣能夠隨著時間的推移而欣賞。