提案敦促 Meta 应考虑投资比特币以避免现金和现金等价物贬值

该提案敦促 Meta 用 BTC 取代部分现金和债券，但不太可能获得更广泛的支持。

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

最近的一项股东提案敦促 Facebook 母公司 Meta 考虑投资比特币。

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.

该提案强调了比特币作为“最具抗通胀能力的价值储存手段”的地位，并指出了该加密货币强劲的一年和五年表现。

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

根据该提案，Meta 的 2560 亿美元资产中，现金、现金等价物和债券等有价证券占 720 亿美元。

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.

该提案认为，这 720 亿美元的小计“持续削弱了股东价值”，并且 Meta 有信托义务考虑升值较高的资产，即使这些资产波动较大。

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.

该提案表明，通过投资比特币，Meta 可以避免现金和现金等价物贬值，以及债券收益率低于通胀率。

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

最后，它敦促 Meta 考虑将“哪怕只是百分之几”的现金和债券交易成比特币的好处。

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.

该提案还指出，Meta 成员已经熟悉比特币。它强调，Meta 董事马克·安德森 (Marc Andreessen) 也是加密货币交易所 Coinbase 的董事，并表现出了对比特币的支持。

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，该提案还指出 Meta 首席执行官兼董事长马克·扎克伯格对加密货币的明显兴趣，因为他拥有一只名为“比特币”的宠物山羊。然而，目前尚不清楚扎克伯格个人是否投资比特币或其他加密货币。

"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 股东难道不应该得到 Meta 董事和高管可能为自己实施的同样负责任的资产配置吗？”该提案指出。

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.

该文件进一步指出了其他各方参与比特币的情况，包括 MicroStrategy 积极购买比特币以及美国政府潜在的 BTC 战略储备。它还提到贝莱德推出了现货比特币ETF，并认为2%的比特币配置是合理的。

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.

该提案似乎是一项小规模的努力，单一股东 Ethan Peck 代表其家族股份向 Meta 提交了该提案。

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.

佩克担任国家公共政策研究中心自由企业项目副主任。值得注意的是，保守派智库国家中心近几个月也向微软和亚马逊提交了类似的提案。

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.

尽管这些提议引起了媒体的广泛关注，但它们似乎并没有赢得股东本身的关注。去年 12 月，微软建议股东投票反对探索比特币投资，但股东最终拒绝了该提议。

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.

自最新提案发布以来，亚马逊和 Meta 尚未提供任何更新或召开股东大会。然而，由于没有任何迹象表明得到更广泛的支持，每项提案似乎成功的机会都很低。