关于数字表达自由和比特币的斗争

在成功影响了GameStop的战略选择之后，Artive Asset Management的首席执行官Matt Cole现在转移了Intuit的关注点

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.

在美国主要公司中，关于数字言论自由和采用比特币的斗争获得了新的篇章。在成功影响了GameStop的战略选择之后，Strive Asset Management的首席执行官Matt Cole现在将Intuit的关注点置于Intuit，这是一家以Turbotax和QuickBooks等产品而闻名的巨型财务软件。

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首席执行官Sasan Goodarzi和董事会主席Susan Nora Johnson的一封充满激情的公开信中，科尔对公司的商业政策提出了质疑，指责其意识形态审查，并缺乏战略性的愿景。

What is the essence of the dispute

争端的本质是什么

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.

在争端的中心，最近的一集涉及MailChimp，这是Intuit拥有的电子邮件营销平台。活跃于南加州大学的学生组织Trojan比特币俱乐部的帐户在发送包含对比特币的参考的消息后被停用。只有在强烈的公共压力之后，该帐户才重新激活。

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.

根据科尔的说法，这一事件不是一个孤立的案例，而是涉及开发人员，企业家和活跃于比特币部门的教育者的更广泛模式的一部分。通过MailChimp对限制性内容政策的采用被解释为理智工具的意识形态使用，而不是基于中性业务风险管理的方法。

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.

除了图像问题外，科尔还警告直觉，即被认为是歧视性的行为引起的法律和监管风险。在美国，联邦当局（例如联邦贸易委员会（FTC））的关注正在通过技术平台向审查实践增长。

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.

根据科尔的说法，使用所谓的“可接受使用政策”的使用似乎更像是一种政治工具，而不是保护真正的威胁。如果得到确认，这种做法可能会质疑受托人对股东的尊重。

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.

但是科尔并不局限于批评。在他的信中，他提出了一个替代的方向：他邀请Intuit以GameStop的例子将比特币在其公司资产负债表中加入，并改革内部政策以消除任何形式的意识形态偏见。

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.

比特币的采用不是作为象征性的行为，而是作为反对Intellignza Artificiale带来的风险的战略对冲。根据科尔的说法，像Turbotax这样的产品可能很快受到AI工具不断增长的能力的挑战，AI工具可以完全自动化纳税申请，从而减少了对复杂软件解决方案的需求。

“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.”

“虽然欣赏Intuit对人工智能发展的承诺，但我们认为也有必要进行替代保护，我们认为比特币是最好的选择。”

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

成功的先例：GameStop和向“比特币标准”的转变

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.

对Intuit的干预是在激动人心的努力成功之后几周。去年2月，科尔向GameStop发送了一项建议，将其一部分现金储备（约50亿美元）转换为比特币。董事会接受了这一想法：GameStop确认打算在其资产负债表上积累比特币，并成功完成了15亿美元可转换票据的运营。

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.

这一举动将是迈向科尔所谓的“比特币标准”的第一步，这项国库策略的灵感来自于在越来越不确定的宏观经济环境中长期保留价值的必要性。对于努力而言，这是在其他美国公司复制的模型，以“非政治性”和具体的承诺来促进治理，以支持股东和客户，而不是政治或文化取向。

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

比特币是业务范式转移的杠杆，不仅在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.

马特·科尔（Matt Cole）通过努力资产管理的行动，旨在改革公司财务原则，促使公司不仅将比特币视为投机性资产，而且是财务主权和战略韧性的标志。

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.

根据科尔的说法，将比特币添加到资产负债表中，不仅是回报问题：这是保护潜在的系统冲击的基本要素，无论是通过积极的自动化或积极的通货膨胀政策而引起的。

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.

在这种情况下，比特币的采用成为一种充满意义的选择：这不仅涉及资产分配，而且是关于全球业务未来的意识形态和经济定位。

The battle continues: between pressure and change of strategy

战斗继续：在压力与策略的变化之间

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.

马特·科尔（Matt Cole）和直觉之间的战斗只是传统金融世界与分散数字经济的新边界之间更广泛对抗的最新战线。努力发送的信息是向公司发出的明确信号：忽略比特币的变革潜力和采用意识形态驱动的政策的变革潜力不仅会损害声誉，而且会损害股东的长期价值。

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.

随着GameStop已经朝比特币转向，现在所有人都注视着Intuit。它的反应不仅将决定公司的政策，而且可能会影响整个行业的加密货币在快速变化的时代。