GameStop（GME）進行了戰略轉變為比特幣[BTC]，籌集了1.3B美元，部分資助其BTC收購

在採用比特幣作為其財務戰略的一部分的第二天，該公司還確認了通過可轉換債務籌集額外資本的意圖。

GameStop (NYSE:GME) is making a strategic shift into Bitcoin [BTC], announcing a $1.3 billion senior convertible note offering to partially fund its BTC acquisition.

GameStop（NYSE：GME）正在對比特幣[BTC]進行戰略轉變，宣布了13億美元的高級可轉換票據提供，以部分資助其BTC收購。

Just a day after adopting Bitcoin as part of its financial strategy, the company also confirmed its intent to raise additional capital through convertible debt.

在採用比特幣作為其財務戰略的一部分的第二天，該公司還確認了通過可轉換債務籌集額外資本的意圖。

This includes a five-year maturity and a 0% coupon, potentially increasing to $1.5 billion if underwriters exercise their additional allocation.

這包括五年期限和0％的優惠券，如果承銷商行使其額外分配，則可能增加到15億美元。

For those unaware, the move, unanimously approved by its board, aligns with a growing trend of public companies integrating Bitcoin into their corporate treasuries, mirroring the approach pioneered by Strategy.

對於那些不知道的人，這一舉動得到了董事會的一致批准，與將比特幣整合到公司國庫中的上市公司的趨勢不斷增長，這反映了戰略率先使用的方法。

GameStop’s crypto strategy

GameStop的加密策略

The decision followed mounting pressure from investors, including Strive Asset Management CEO Matt Cole, urging GameStop’s leadership to leverage its excess cash reserves for Bitcoin investment.

這項決定是投資者加大壓力，包括競爭資產管理首席執行官馬特·科爾（Matt Cole），敦促GameStop的領導才能利用其超額現金儲備進行比特幣投資。

The press release noted,

新聞稿指出，

“GameStop expects to use the net proceeds from the offering for general corporate purposes, including the acquisition of bitcoin in a manner consistent with GameStop’s Investment Policy.”

“ Gamestop希望將產品的淨收益用於一般公司目的，包括以與GameStop的投資政策一致的方式收購比特幣。”

This aggressive step signals GameStop’s deeper commitment to cryptocurrency as a hedge and value driver for shareholders.

這一激進的步驟標誌著GameStop對加密貨幣的更深入的承諾是股東的對沖和價值驅動力。

GameStop’s newly announced convertible notes are set to mature on 1st April 2030, unless redeemed or converted earlier.

GameStop的新宣布的可轉換票據將於2030年4月1日設定為成熟，除非兌換或更早兌換。

These notes will remain unsecured and will not accrue regular interest, maintaining their principal value throughout the holding period.

這些票據將保持無抵押，不會產生定期利息，在整個持有期間保持其本金價值。

While GameStop has confirmed that the proceeds will be allocated toward general corporate purposes and Bitcoin acquisition, it has not disclosed the exact portion dedicated to BTC purchases.

儘管GameStop已確認收益將分配給一般公司目的和比特幣的收購，但尚未披露用於BTC購買的確切部分。

Impact on crypto and memecoin market

對加密貨幣市場的影響

Following the announcement, GME stock experienced an 11% surge, reflecting strong investor interest.

宣布這一消息後，GME股票經歷了11％的增長，反映了強烈的投資者興趣。

The ripple effect extended beyond equities, with meme coins like Dogecoin [DOGE], Shib Inu [SHIB], Pepe coin [PEPE], and Floki [FLOKI] recording consecutive days of gains.

連鎖反應擴展到了股票之外，諸如Dogecoin [Doge]，Shib Inu [Shib]，Pepe Coin [Pepe]和Floki [Floki]等模因硬幣等連續的增益。

At last check, GME traded at $28.36, marking a 11.65% increase in 24 hours, while Bitcoin saw a slight dip of 0.87%, trading at $87,478.60.

最後，GME的交易價格為28.36美元，標誌著24小時內增長了11.65％，而比特幣的略有下跌為0.87％，交易價格為87,478.60美元。

Critics still remain

批評家仍然存在

However, despite such gains, this move was criticized by Wedbush analyst Michael Pachter, who in a conversation with Yahoo Finance said,

然而，儘管有這樣的收益，但這一舉動受到Wedbush分析師Michael Pachter的批評，他在與Yahoo Finance的對話中說。

“The company’s strategy, which has changed about six times in three years, is they’re going to buy cryptocurrency and be just like MicroStrategy. If GameStop were to buy all Bitcoin with their $4.6 billion in cash and trade at two times their Bitcoin holdings, the stock would drop five bucks.”

“該公司的戰略在三年內發生了大約六次，他們將購買加密貨幣，就像MicroStrategy一樣。如果GameStop要以其46億美元的現金和交易，兩倍的比特幣持有，將股票下跌5美元。”

Yet, not all execs were critical around this update as QCP analysts put it best when he said in a note to investors,

但是，並非所有高管都對此更新至關重要，因為QCP分析師在對投資者的註釋中說，這是最好的

“While this is not a first in the corporate adoption story, the symbolic weight of GME’s meme status could rekindle speculative fervour among retail participants. As the 2021 playbook reminds us, retail flows, if coordinated, have the power to challenge institutional positioning.”

“雖然這不是公司收養故事中的第一個，但GME模因地位的象徵意義可以重新激發零售參與者之間的投機性熱情。正如2021年的劇本提醒我們，如果協調的話，零售流動有能力挑戰機構定位。”