Animoca Brands，总部位于香港的Web3投资强国

总部位于香港的Web3 Investment Powerhouse曾经价值近60亿美元的Animoca Brands准备在纽约公开。

Animoca Brands, the Hong Kong-based Web3 investment powerhouse once valued at nearly $6 billion, is planning to go public in New York, shelving earlier plans for listings in Hong Kong or the Middle East, according to a new report by the Financial Times.

根据《金融时报》的一份新报告，总部位于香港的Web3投资强国曾经价值近60亿美元的Animoca Brands计划在纽约公开公开，搁置了早期在香港或中东列出的计划。

The move comes as the Trump administration’s stance on digital asset regulation may have influenced Animoca’s decision.

此举是因为特朗普政府对数字资产法规的立场可能影响了Animoca的决定。

Animoca Brands Plans to Go Public in New York

Animoca品牌计划在纽约公开

In an interview with FT, Animoca co-founder and executive chair Yat Siu said the company is accelerating plans for a US IPO, with an announcement likely “soon.”

Animoca联合创始人兼执行主席Yat Siu在接受FT的采访时说，该公司正在加速美国IPO的计划，并可能很快宣布。

Siu highlighted the Trump administration’s actions, which he believes create a “unique moment” to enter the world’s largest capital market.

SIU强调了特朗普政府的行动，他认为这创造了进入世界上最大的资本市场的“独特时刻”。

“If the US didn’t do what they did with the regulators [under Biden], we probably would have competitors in the US. Normally, we’d be fighting with some giant or something. It’s the biggest market, so we should go there, right? It’s a unique moment in time. I feel like it would be one heck of a wasted opportunity if we didn’t at least try,” he said.

“如果美国没有在拜登（Biden）的领导下对监管机构做的事情，我们可能会在美国有竞争对手。从美国人那里，我们将与一些巨人或某些东西作斗争。这是最大的市场，所以我们应该去那里，对吗？这是一个独特的时刻。我觉得如果我们至少不尝试，这是一个浪费的机会，”他说，他说。”

Animoca’s pivot to New York marks a striking shift from earlier intentions. As BeInCrypto reported in March, Animoca was exploring public offerings in Hong Kong or the Middle East by early 2025.

Animoca对纽约的枢纽标志着与早期意图的惊人转变。正如Beincrypto在3月报道的那样，Animoca在2025年初将在香港或中东探索公共产品。

However, the company’s decision to sidestep the Middle East, a region known for its generally more favorable stance towards cryptocurrency, suggests prospects for better opportunities in the US.

但是，该公司决定避开中东地区的决定，该地区以其对加密货币的普遍有利的立场而闻名，这表明在美国获得更好的机会的前景。

Especially under Trump’s administration, the US may present as greener pastures. This optimism comes after several enforcement actions initiated during President Biden’s term are being reversed following Trump’s return to office.

特别是在特朗普政府的领导下，美国可能会作为更绿色的牧场。在特朗普返回任期后，拜登任期中发起的几项执法行动在撤销后，这种乐观态度引起了人们的乐观。

Indeed, Trump’s administration has also prompted a broader migration of crypto firms to the US, including Deribit, the world’s largest crypto options exchange.

的确，特朗普的政府还促使加密货币公司向美国（包括世界上最大的加密货币期权交易所）进行了更广泛的迁移。

Moreover, Trump’s pro-crypto policies have also created an environment for Gemini and Kraken to pursue IPOs, with the former filing confidentially for a public debut. Cathie Wood’s Ark Invest also predicted this, adding that an IPO window for crypto firms would open under Trump.

此外，特朗普的亲克赖特（Crypto）政策还为双子座和克雷肯（Kraken）创造了一个环境，以寻求IPO，前者将秘密地申请公开首次亮相。 Cathie Wood的ARK Invest还预测了这一点，并补充说，加密货币公司将在特朗普的领导下开设一个IPO窗口。

Animoca’s Turbulent History with Public Markets

Animoca在公共市场上的动荡历史

The IPO repurposing to New York is especially notable given Animoca’s turbulent history with public markets. The Australian Stock Exchange (ASX) delisted the company in 2020, citing concerns over governance and the legal status of some crypto holdings.

鉴于Animoca在公共市场上的动荡历史，尤其值得注意的是纽约的IPO重新利用。澳大利亚证券交易所（ASX）于2020年对该公司进行了评价，理由是对治理和某些加密货币持有的法律地位感到担忧。

Since then, it has rebuilt itself as one of the largest investors in the Web3 space, holding stakes in over 540 companies, including OpenSea NFT marketplace, ConsenSys, and Kraken exchange. According to Siu, going public now is about more than capital.

从那以后，它重建了自己是Web3领域最大的投资者之一，在540多家公司中持有股份，包括Opensea NFT Marketplace，Consensys和Kraken Exchange。根据SIU的说法，现在公开公开远远超过资本。

“We think we’re the biggest non-financial services crypto firm. I think going public is a way to tell the world that ‘hey there’s a business that is in crypto that isn’t doing the typical crypto stuff’,” Siu stated.

Siu说：“我们认为我们是最大的非财务服务加密公司。我认为公开是一种告诉世界的方式，'嘿，有一家在加密货币中没有做典型的加密货币工作的业务'。”

The company’s financials also highlight its momentum. Animoca reported unaudited EBITDA of $97 million on revenue of $314 million for the year ending December 2024. This is up 185% from $34 million on revenue of $280 million the previous year.

该公司的财务也强调了其势头。 Animoca报告说，截至2024年12月的年度，未经审核的EBITDA的收入为3.14亿美元。这是上一年的3400万美元的3400万美元增长了185％。

Animoca Brands also has cash and stablecoins of nearly $300 million and digital assets of $538 million.

Animoca Brands还拥有现金和稳定币，近3亿美元，数字资产为5.38亿美元。

Data on Cryptorank.io also shows Animoca is one of the most active investment firms in the crypto space. It has invested in over 400 projects with an average ROI of 1.93X.

Cryptorank.io上的数据还显示，Animoca是加密货币领域中最活跃的投资公司之一。它已经投资了400多个项目，平均投资回报率为1.93倍。

Meanwhile, the recent launch of Moca Coin, a native token designed to support the broader Mocaverse ecosystem, has also brought attention to Animoca’s metaverse and GameFi ambitions.

同时，旨在支持更广泛的Mocaverse生态系统的本地代币Moca Coin最近推出，还引起了Animoca的Metaverse和Gamefi野心的关注。

Animoca’s IPO could mark a watershed moment for the firm, especially considering how regulatory tides can quickly redraw the global map for Web3 innovation.

Animoca的IPO可以为公司标志着一个分水岭，尤其是考虑到监管潮流如何迅速重新制定Web3创新的全球地图。