提案敦促 Meta 應考慮投資比特幣以避免現金和現金等價物貶值

該提案敦促 Meta 用 BTC 取代部分現金和債券，但不太可能獲得更廣泛的支持。

A recent shareholder proposal has urged Meta, the parent company of Facebook, to consider investing in Bitcoin.

最近的一項股東提案敦促 Facebook 母公司 Meta 考慮投資比特幣。

The proposal highlights Bitcoin’s status as "the most inflation-resistant store of value available" and points to the cryptocurrency's strong one- and five-year performance.

該提案強調了比特幣作為「最具抗通膨能力的價值儲存手段」的地位，並指出了該加密貨幣強勁的一年和五年表現。

According to the proposal, cash, cash equivalents, and marketable securities, such as bonds, comprise $72 billion of Meta's $256 billion assets.

根據該提案，Meta 的 2,560 億美元資產中，現金、現金等價物和債券等有價證券佔 720 億美元。

The proposal argues that this $72 billion subtotal is "consistently diminishing shareholder value," and that Meta has a fiduciary duty to consider assets with higher appreciations, even if they are volatile.

該提案認為，這 720 億美元的小計“持續削弱了股東價值”，而 Meta 有信託義務考慮升值較高的資產，即使這些資產波動較大。

The proposal suggests that by investing in Bitcoin, Meta could avoid the devaluation of cash and cash equivalents, as well as bond yields that fall below the inflation rate.

該提案表明，透過投資比特幣，Meta 可以避免現金和現金等價物貶值，以及債券殖利率低於通膨率。

It concludes by urging Meta to consider the benefits of trading "even just a few percent" of its cash and bonds for Bitcoin.

最後，它敦促 Meta 考慮將「即使只是百分之幾」的現金和債券交易成比特幣的好處。

The proposal also notes that members of Meta are already familiar with Bitcoin. It highlights that Marc Andreessen, a director at Meta, is also a director at the crypto exchange Coinbase and has shown support for Bitcoin.

該提案還指出，Meta 成員已經熟悉比特幣。它強調，Meta 董事 Marc Andreessen 也是加密貨幣交易所 Coinbase 的董事，並展現了對比特幣的支持。

Additionally, the proposal points out Meta CEO and chair Mark Zuckerberg's apparent interest in crypto, as he owns a pet goat named "Bitcoin." However, it remains unclear whether Zuckerberg personally invests in BTC or other cryptocurrencies.

此外，該提案還指出 Meta 執行長兼董事長馬克·祖克柏對加密貨幣的明顯興趣，因為他擁有一隻名為「比特幣」的寵物山羊。然而，目前尚不清楚祖克柏個人是否投資比特幣或其他加密貨幣。

"Do Meta shareholders not deserve the same kind of responsible asset allocation ... that Meta directors and executives likely implement for themselves?" the proposal states.

“Meta 股東難道不應該得到 Meta 董事和高管可能為自己實施的同樣負責任的資產配置嗎？”該提案指出。

The document further notes other parties' involvement in Bitcoin, including MicroStrategy's aggressive Bitcoin purchases and the U.S. government's potential BTC strategic reserve. It also mentions BlackRock's launch of a spot Bitcoin ETF and its belief that a 2% Bitcoin allocation is reasonable.

該文件進一步指出了其他各方參與比特幣的情況，包括 MicroStrategy 積極購買比特幣以及美國政府潛在的 BTC 戰略儲備。它還提到貝萊德推出了現貨比特幣 ETF，並認為 2% 的比特幣配置是合理的。

The proposal appears to be a small-scale effort, with a single shareholder, Ethan Peck, submitting the proposal to Meta on behalf of his family shares.

該提案似乎是一項小規模的努力，單一股東 Ethan Peck 代表其家族股份向 Meta 提交了該提案。

Peck serves as deputy director at the National Center for Public Policy Research's Free Enterprise Project. Notably, the National Center, a conservative think tank, has also submitted similar proposals to Microsoft and Amazon in recent months.

佩克擔任國家公共政策研究中心自由企業計畫副主任。值得注意的是，保守派智庫國家中心近幾個月也向微軟和亞馬遜提交了類似的提案。

While these proposals have garnered significant media attention, they don't seem to have gained traction among shareholders themselves. In December, Microsoft advised shareholders to vote against exploring a Bitcoin investment, and the shareholders ultimately rejected the proposal.

儘管這些提議引起了媒體的廣泛關注，但它們似乎並沒有贏得股東本身的關注。去年 12 月，微軟建議股東投票反對探索比特幣投資，但股東最終拒絕了該提案。

Since the latest proposals, Amazon and Meta have not yet provided any updates or held shareholder meetings. However, without any indication of broader support, each proposal seems to have a low chance of success.

自最新提案發布以來，亞馬遜和 Meta 尚未提供任何更新或召開股東大會。然而，由於沒有任何跡象表明得到更廣泛的支持，每項提案似乎成功的機會都很低。