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Frive Asset Management首席执行官Matt Cole是说服视频零售商Gamestop将其一些现金储备转换为比特币(BTC)的新鲜的,他写信敦促财务
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的首席执行官Matt Cole正在敦促金融软件开发人员Intuit(INTU)扭转他所说的“审查政策”和“反对币偏见”,这可能会危害长期股东价值。
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成员。
“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.
科尔写道:“我们担心Intuit的审查政策和反对币偏见威胁到该公司努力创造的股东价值。”
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.
尽管MailChimp后来在公众压力下恢复了帐户,但Cole说,这一集反映了“更广泛的替代模式”,其中包括比特币开发人员,教育工作者和企业。
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.
科尔说,此类行动暴露了以其Turbotax税制准备软件和QuickBooks会计软件而闻名的Intuit,以声誉和法律风险,尤其是随着公众对技术审查制度的关注和联邦监管机构的关注,包括联邦贸易委员会(FTC) - 开始调查基于言语或隶属关系的平台歧视。
“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.”
科尔写道:“ MailChimp的可接受使用政策被用作政治武器,而不是一种减轻合法商业风险的工具。”他补充说:“客户和股东都开始质疑Intuit是否正在基于意识形态而不是受托义务做出决定。”
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呼吁Intuit恢复与比特币相关内容的账目,修改MailChimp的内容政策,以消除政治考虑。它还敦促Intuit考虑将比特币添加到其公司财政部,以作为对人工智能中断的对冲。
“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.”
科尔写道:“我们认为,Intuit的旗舰产品Turbotax具有AI自动化的高风险。” “尽管我们在内部欣赏Intuit在AI上的投资,但我们认为有必要额外的对冲,并且比特币战争箱是最好的选择。”
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.”
此举是在Coles 2月给Gamestop(NYSE:GME)的信之后,他敦促该公司将其50亿美元现金储备转换为比特币。自从收到这封信以来,GameStop确认它将在其资产负债表中增加比特币,并成功完成了15亿美元的可转换票据产品,将自己定位为最早将其国库策略与“比特币标准”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.
此举标志着Strive的更广泛的竞选活动,以重塑公司的企业融资和治理围绕Cole所说的“非政治性卓越”和长期股东价值,没有意识形态的议程,这是一个重大的早期胜利。
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