努力资产管理专业比特币国库分配给Intuit

Strive Asset Management的最新推动说服大型公司将其资产负债表的一部分分配给比特币已降落在Intuit的家门口

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.

在鼓励大型公司在其资产负债表中增加比特币的最新举动，Strive Asset Management将注意力转移到了Intuit，这家耗资1650亿美元的金融科技公司在Turbotax，MailChimp和其他著名的软件解决方案后面。

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

今年早些时候，竞争的努力导致了视频游戏零售商GameStop，同意在经过数月的私人参与后加入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.

现在，在4月14日的一封公开信中，Strive的首席执行官Matt Cole向Intuit的顶级领导（Ceo Sasan Goodarzi和独立董事会主席Suzanne Nora Johnson）致辞，并在Intuit的储备中增加了比特币。

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.

虽然指出该公司的“增长肯定令人钦佩”，但科尔将公司的财政部分配与更广泛的对冲，“反对人工智能造成的潜在破坏”。这遵循了Strive给公开交易公司的几封信中的一种模式。

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.

在赞美Intuit在金融科技领域的战略转型和增长之后，Cole对Intuit的电子邮件营销平台MailChimp表示关注，从事与比特币相关的内容创造者的“审查和政治化替代”，他认为这一举动可以使股东可以将股东暴露给股东面临声誉和法律风险。

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.

科尔强调了最近的一次事件，该事件涉及南加州大学的特洛伊特比特币俱乐部，据报道，梅奇姆（MailChimp）关闭了俱乐部的帐户“尽管该集团没有购买，出售或交易加密货币”，但仍关注教育活动。

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.

据报道，俱乐部的成员使用了MailChimp帐户来组织活动，并将成员保留在大学的章节中。但是，在一名成员向俱乐部的Facebook组发布了一篇与比特币相关的文章后，该行动未获得大学分会的授权，据报道，管理人员决定关闭俱乐部的MailChimp帐户。

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.

尽管MailChimp后来反转了其完全关闭帐户的决定，但报告表明，仅在俱乐部避免讨论比特币交换的情况下才恢复了恢复。

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，科尔认为，这不是一个“不是一个孤立的事件”，因为其他比特币提倡者（包括播客Natalie Brunell和软件开发人员）声称他们被拒绝了MailChimp的服务。

"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.

科尔写道：“我们担心Intuit的审查制度和替代政策会歧视比特币爱好者。”他补充说，这些措施“可能对股东产生重大的财务影响”，并可能对联邦监管机构，尤其是联邦贸易委员会（联邦贸易委员会）的潜在审查。

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指向监管探针，提到了“技术平台如何根据其语音或分支机构的内容拒绝用户访问服务的访问”的新FTC调查。他还指出，Intuit以前曾在其广告实践中面临FTC行动，这表明如果MailChimp的政策引起政府的关注，则会增加法律风险的暴露。

"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."

科尔写道：“如果MailChimp继续其目前的课程，其法律责任可能会令人震惊。

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调查外，科尔还提出了一群MailChimp用户提起的最新诉讼，这些诉讼声称他们被错误地禁止了其政治信仰。寻求集体诉讼状况的诉讼可能会进一步升级对MailChimp和Intuit的强烈反对。

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的首席执行官还瞄准了他认为的是“反币币偏见”，可能会阻止Intuit建立“比特币战争箱”。

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.

科尔认为AI是下一波颠覆性技术，认为公司BTC储备可以为市场的天气变化提供战略性资本。

"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.

“努力进一步担心，在投资自己的现金流动以最大程度地提高公司的长期成功时，Intuit对比特币的偏见使该公司具有机构的盲点。特别是，我们担心，我们担心Intuit的反比位币立场可能会使对比特币的库存分配给比特币作为可行的保险政策，以违反潜在的保险政策。

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引用了研究数据，即“未来10年中将更换标准普尔500指数”，补充说：“我们相信AI是我们这一代的技术破坏者，并且公司必须立即定位自己来减轻这些风险，并找到持续股东价值随着时间的推移而持续的替代方法。

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

根据努力，维持BTC分配将使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

“我们认为有必要额外的树篱，并且比特币战争箱是最好的选择。在不受组织的货币扩张的时代，只有固定且可验证的供应上限仅为2100万个硬币，我们相信比特币有望继续欣赏，随着时间的推移，比特币能够随着时间的推移而欣赏。