FTX 出售 Anthropic 股份引发破产担忧

Is FTX's Sale of Anthropic Stake a Sign of Trouble?

FTX 出售 Anthropic 股权是麻烦的迹象吗？

In a move that has raised eyebrows, bankrupt crypto exchange FTX is set to sell two-thirds of its stake in artificial intelligence (AI) startup Anthropic for $884 million. This comes as FTX seeks to pay off its creditors and bolster its cash reserves.

破产的加密货币交易所 FTX 将以 8.84 亿美元的价格出售其在人工智能 (AI) 初创公司 Anthropic 中三分之二的股份，这一举动引起了人们的关注。此举正值 FTX 寻求偿还债权人并增加现金储备之际。

Who's Buying?

谁在购买？

The sale involves a diverse group of buyers, including ATIC Third International Investment Company LLC, linked to the United Arab Emirates (UAE) sovereign wealth fund Mubadala, as well as Jane Street, Fidelity Management and Research, and venture capital firm HOF Capital.

此次出售涉及多个买家群体，包括与阿拉伯联合酋长国（UAE）主权财富基金 Mubadala 有关联的 ATIC Third International Investment Company LLC，以及 Jane Street、Fidelity Management and Research 和风险投资公司 HOF Capital。

FTX's Initial Investment and Anthropic's Trajectory

FTX的初始投资和Anthropic的发展轨迹

In 2021, a year before its bankruptcy amidst allegations of fraud, FTX invested $500 million in Anthropic. Anthropic, renowned for its AI research, has since attracted significant investments from tech titans Amazon and Alphabet Inc.'s Google in 2023, boosting its valuation to an estimated $6 billion.

2021 年，即因欺诈指控而破产的前一年，FTX 向 Anthropic 投资了 5 亿美元。 Anthropic 以其人工智能研究而闻名，此后在 2023 年吸引了科技巨头亚马逊和 Alphabet Inc. 旗下谷歌的大量投资，使其估值升至约 60 亿美元。

FTX's Asset and Creditor Repayment Goals

FTX的资产和债权人偿还目标

The FTX bankruptcy estate currently holds an 8% stake in Anthropic, making it one of the estate's most valuable assets. As of last month, the estate's cash reserves were valued at approximately $6.4 billion.

FTX 破产财产目前持有 Anthropic 8% 的股份，使其成为该财产最有价值的资产之一。截至上个月，该庄园的现金储备价值约为 64 亿美元。

FTX officials remain confident in their ability to repay all of the company's creditors, and the sale of the Anthropic stake is expected to make a significant contribution to that effort.

FTX 官员对其偿还公司所有债权人的能力仍然充满信心，而 Anthropic 股权的出售预计将为这一努力做出重大贡献。

Bankruptcy Judge's Approval and Creditor Concerns

破产法官的批准和债权人的担忧

As reported earlier by Bitcoinist, US bankruptcy Judge John Dorsey approved the decision to sell the Anthropic shares in February. Initially, FTX creditors expressed reservations about the sale, alleging that FTX had acquired the shares with customer funds.

正如 Bitcoinist 早些时候报道的那样，美国破产法官 John Dorsey 在 2 月份批准了出售 Anthropic 股票的决定。最初，FTX债权人对此次出售表示保留，声称FTX是用客户资金收购了这些股份。

However, FTX's pledge to use the sale proceeds to repay creditors persuaded them to approve the proposal, with the condition that the proceeds be used specifically for creditor repayment.

然而，FTX 承诺使用出售所得款项来偿还债权人，说服他们批准了该提议，但条件是所得款项必须专门用于债权人的偿还。

Anthropic's Ownership Shakeup

Anthropic 的所有权变动

The sale of the majority stake in Anthropic will provide FTX with a much-needed cash infusion to meet its financial obligations. For Anthropic, the sale marks a change in ownership but does not diminish its position as a key AI player, bolstered by its previous investments from Amazon and Alphabet Inc.'s Google.

出售 Anthropic 多数股权将为 FTX 提供急需的现金注入，以履行其财务义务。对于 Anthropic 来说，此次出售标志着所有权的变化，但并没有削弱其作为主要人工智能参与者的地位，这得益于其之前来自亚马逊和 Alphabet Inc. 旗下谷歌的投资。

Who Will Emerge as the New Majority Owner?

谁将成为新的多数股东？

Following the sale of the majority of the exchange's shares in the startup, the question remains who will hold the majority ownership in Anthropic.

在出售该交易所在这家初创公司的大部分股份后，问题仍然是谁将持有 Anthropic 的多数股权。

FTX's Reorganization Strategy

FTX的重组策略

FTX's decision to sell its majority stake in Anthropic for $884 million is a pivotal step in its bankruptcy reorganization process. By selling its stake, FTX aims to fully repay its creditors and strengthen its financial position. The sale also underscores the growing interest in AI-related startups, which has significantly boosted the exchange's initial $500 million investment.

FTX 决定以 8.84 亿美元出售 Anthropic 的多数股权，这是其破产重组过程中的关键一步。通过出售股份，FTX 旨在全额偿还债权人并增强其财务状况。此次出售还突显了人们对人工智能相关初创公司日益增长的兴趣，这极大地增加了该交易所最初的 5 亿美元投资。

FTT's Positive Market Performance

FTT 积极的市场表现

Despite the ongoing bankruptcy saga, the native token of the exchange, FTT, has shown resilience. As of now, FTT is trading at $2.22, marking a 9% rebound in the last 24 hours. This follows its notable year-to-date surge of 74%.

尽管破产事件仍在继续，但该交易所的原生代币 FTT 却表现出了韧性。截至目前，FTT 交易价格为 2.22 美元，过去 24 小时内反弹 9%。在此之前，该公司今年迄今已大幅飙升 74%。