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加密貨幣新聞文章

Strive Asset Management首席執行官Matt Cole Pens公開信敦促Intuit擁抱比特幣

2025/04/16 02:02

Frive Asset Management首席執行官Matt Cole是說服視頻零售商Gamestop將其一些現金儲備轉換為比特幣(BTC)的新鮮的,他寫信敦促財務

Strive Asset Management首席執行官Matt Cole Pens公開信敦促Intuit擁抱比特幣

Matt Cole, CEO of Strive Asset Management, is urging financial software developer Intuit (INTU) to reverse what he described as "censorship policies" and an “anti-bitcoin bias” that could jeopardize long-term shareholder value.

Artive Asset Management的首席執行官Matt Cole正在敦促金融軟件開發人員Intuit(INTU)扭轉他所說的“審查政策”和“反對幣偏見”,這可能會危害長期股東價值。

In an April 14 letter to Intuit CEO Sasan Goodarzi and board Chair Susan Nora Johnson, Cole and Strive, which manages the Intrust ESG Concentrate Fund (MIVEX) and Light Speed Dividend Concentrated Fund (MIVLX), recent incident in which Intuit’s Mailchimp email marketing platform disabled the account of the Trojan Bitcoin Club, a student organization at the University of Southern California, for mentioning the cryptocurrency in emails to its members.

In an April 14 letter to Intuit CEO Sasan Goodarzi and board Chair Susan Nora Johnson, Cole and Strive, which manages the Intrust ESG Concentrate Fund (MIVEX) and Light Speed Dividend Concentrated Fund (MIVLX), recent incident in which Intuit's Mailchimp email marketing platform disabled the account of the Trojan Bitcoin Club, a student organization at the University of Southern California, for mentioning the cryptocurrency in emails to its成員。

“We are concerned that Intuit’s censorship policies and anti-bitcoin bias threaten to destroy the shareholder value the company has worked so hard to create,” Cole wrote saying he was writing on behalf of his clients, who include Intuit shareholders.

科爾寫道:“我們擔心Intuit的審查政策和反對幣偏見威脅到該公司努力創造的股東價值。”

Although Mailchimp later reinstated the account following public pressure, Cole said the episode reflects a “broader pattern of deplatforming” that includes bitcoin developers, educators, and businesses.

儘管MailChimp後來在公眾壓力下恢復了帳戶,但Cole說,這一集反映了“更廣泛的替代模式”,其中包括比特幣開發人員,教育工作者和企業。

Cole said such actions expose Intuit, known for its TurboTax tax preparation software and QuickBooks accounting software, to reputational and legal risks, particularly as public concern around tech censorship grows and federal regulators — including the Federal Trade Commission (FTC) — begin investigating platform discrimination based on speech or affiliations.

科爾說,此類行動暴露了以其Turbotax稅制準備軟件和QuickBooks會計軟件而聞名的Intuit,以聲譽和法律風險,尤其是隨著公眾對技術審查制度的關注和聯邦監管機構的關注,包括聯邦貿易委員會(FTC) - 開始調查基於言語或隸屬關係的平台歧視。

“Mailchimp’s Acceptable Use Policy is being used as a political weapon, rather than a tool to mitigate legitimate business risk,” Cole wrote, adding that “customers and shareholders alike are starting to question whether Intuit is making decisions based on ideology rather than fiduciary duty.”

科爾寫道:“ MailChimp的可接受使用政策被用作政治武器,而不是一種減輕合法商業風險的工具。”他補充說:“客戶和股東都開始質疑Intuit是否正在基於意識形態而不是受託義務做出決定。”

In the letter, seen by Blockworks, Cole called on Intuit to reinstate accounts banned for bitcoin-related content, revise Mailchimp’s content policies to eliminate political considerations. It also urged Intuit to consider adding bitcoin to its corporate treasury as a hedge against artificial intelligence disruption.

在Blockworks看到的信中,Cole呼籲Intuit恢復與比特幣相關內容的賬目,修改MailChimp的內容政策,以消除政治考慮。它還敦促Intuit考慮將比特幣添加到其公司財政部,以作為對人工智能中斷的對沖。

“We believe TurboTax, Intuit’s flagship product, has a high risk of being automated away by AI,” Cole wrote. “While we appreciate Intuit’s investments in AI internally, we believe an additional hedge is warranted—and that a bitcoin war chest is the best option available.”

科爾寫道:“我們認為,Intuit的旗艦產品Turbotax具有AI自動化的高風險。” “儘管我們在內部欣賞Intuit在AI上的投資,但我們認為有必要額外的對沖,並且比特幣戰爭箱是最好的選擇。”

The move follows Coles' February letter to GameStop (NYSE:GME), in which he urged the company to convert its $5 billion cash reserve into bitcoin. Since receiving the letter, GameStop confirmed that it will add bitcoin to its balance sheet and has successfully completed a $1.5 billion convertible note offering — positioning itself as one of the first major retailers to align its treasury strategy with what Strive called the “Bitcoin standard.”

此舉是在Coles 2月給Gamestop(NYSE:GME)的信之後,他敦促該公司將其50億美元現金儲備轉換為比特幣。自從收到這封信以來,GameStop確認它將在其資產負債表中增加比特幣,並成功完成了15億美元的可轉換票據產品,將自己定位為最早將其國庫策略與“比特幣標準”保持一致的主要零售商之一。

The move marked a significant early win for Strive’s broader campaign to reshape corporate finance and governance around what Cole describes as “apolitical excellence” and long-term shareholder value, free from ideological agendas.

此舉標誌著Strive的更廣泛的競選活動,以重塑公司的企業融資和治理圍繞Cole所說的“非政治性卓越”和長期股東價值,沒有意識形態的議程,這是一個重大的早期勝利。

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