加密货币的新热潮正吸引一些重磅人物入场，其中包含特斯拉（Tesla）最著名的多头分析师之一。本周一，金融咨询公司韦德布什证券（Wedbush Securities）的分析师、埃隆·马斯克电动汽车公司头号唱多者丹·艾夫斯，出任一家小型上市公司的董事会主席，该公司旨在将加密货币纳入资产负债表。
主营包装与零售库存管理业务的Eightco Holdings宣布，已通过私募配售筹集2.5亿美元，准备大举买入世界币。这种加密货币与World项目相关，而该项目得到OpenAI联合创始人萨姆·奥尔特曼的支持。
艾夫斯虽是华尔街知名人物，但他是以分析师而非上市公司运营者的身份闻名。任命他担任董事会掌舵人看似颇为意外——更不用说让他执掌一家专注于囤积加密货币的机构，但此举正逢众多名人纷纷加入所谓数字资产金库公司（即以囤积加密货币为主要目标，让投资者能间接持有无法通过经纪账户交易的代币）董事会之际。
其他类似名人还有马斯克的律师亚历克斯·斯皮罗，其正主持一家专注于网红币“狗狗币”的公司；另有知名加密货币风险投资人凯尔·萨马尼，将执掌另一家专注于Solana加密货币的上市金库公司。
新兴加密资产与私募市场投行SecondLane的CEO兼联合创始人尼克·科特表示：“这完全是好莱坞式的运作剧本。这与汤姆·克鲁斯等明星为电影站台造势一样。”
金库热潮
这些模式是数字资产金库公司在日益饱和的市场中寻求差异化竞争的最新尝试。加密货币领域并购咨询与融资机构Architect Partners的数据显示，自今年1月以来，已有209家公司宣布计划筹集逾1,450亿美元资金用于支持加密货币金库策略。
软件公司Strategy在2020年宣布将加密货币纳入资产负债表，其联合创始人兼执行主席迈克尔·塞勒当时率先掀起加密货币囤积热潮。交易者很快将其股票视为比特币替代投资标的，随着全球最大加密货币价格飙升，Strategy（原名MicroStrategy）股价暴涨。
效仿者如雨后春笋般迅速涌现，如今不仅有专注比特币的金库公司，甚至还有公司涉足以太坊、Solana和XRP等更小众的加密货币领域。
为在众多新晋加密货币金库项目中脱颖而出，一些团队越来越依赖吸引眼球的名人效应。狗狗币基金会（Dogecoin Foundation）旗下企业House of Doge的CEO马尔科·马尔吉奥塔表示：“这明显是博眼球的策略。”
马尔吉奥塔的公司正是与亚历克斯·斯皮罗合作推出狗狗币金库投资实体的幕后推手。斯皮罗曾成功为马斯克被指控操纵狗狗币市场的诉讼辩护。但马尔吉奥塔表示，其数字资产金库公司未必需要汤姆·克鲁斯式的明星人物掌舵。他表示：“我们已拥有成熟的社区基础，不需要巨星代言人站台。”
预计今年晚些时候上市的数字资产金库公司ReserveOne的CEO杰米·莱弗顿指出，邀请知名人士加入加密货币金库公司董事会的另一关键原因是向华尔街投资者传递“公司可信赖”的信号。该公司拟邀请美国前商务部长威尔伯·罗斯加入董事会。她在邮件中表示：“投资者将可信的高管团队与完善的公司治理视作评估企业稳定性的重要依据。”
SecondLane的CEO科特表示，鉴于加密货币领域的动荡历史，有知名人士与可信董事会成员坐镇，对数字资产金库公司尤为重要。他表示：“加密货币的历史始终被负面阴影笼罩，数十亿美元巨额损失等事件屡见不鲜。如何扭转这种局面？必须由可信的领军人物来主导这场变革并重构公众对加密货币的认知。”
尽管专注于囤积加密货币的Eightco，为什么会选择通常评论特斯拉与人工智能而非加密货币的艾夫斯执掌董事会，目前原因未明，但艾夫斯在接受CNBC采访时明确表示：“如果这只是千篇一律的代币策略，我绝不会参与这项计划。”
该世界币金库公司的发言人未立即回应置评请求。（*）
译者：刘进龙
审校：汪皓
加密货币的新热潮正吸引一些重磅人物入场，其中包含特斯拉（Tesla）最著名的多头分析师之一。本周一，金融咨询公司韦德布什证券（Wedbush Securities）的分析师、埃隆·马斯克电动汽车公司头号唱多者丹·艾夫斯，出任一家小型上市公司的董事会主席，该公司旨在将加密货币纳入资产负债表。
主营包装与零售库存管理业务的Eightco Holdings宣布，已通过私募配售筹集2.5亿美元，准备大举买入世界币。这种加密货币与World项目相关，而该项目得到OpenAI联合创始人萨姆·奥尔特曼的支持。
艾夫斯虽是华尔街知名人物，但他是以分析师而非上市公司运营者的身份闻名。任命他担任董事会掌舵人看似颇为意外——更不用说让他执掌一家专注于囤积加密货币的机构，但此举正逢众多名人纷纷加入所谓数字资产金库公司（即以囤积加密货币为主要目标，让投资者能间接持有无法通过经纪账户交易的代币）董事会之际。
其他类似名人还有马斯克的律师亚历克斯·斯皮罗，其正主持一家专注于网红币“狗狗币”的公司；另有知名加密货币风险投资人凯尔·萨马尼，将执掌另一家专注于Solana加密货币的上市金库公司。
新兴加密资产与私募市场投行SecondLane的CEO兼联合创始人尼克·科特表示：“这完全是好莱坞式的运作剧本。这与汤姆·克鲁斯等明星为电影站台造势一样。”
金库热潮
这些模式是数字资产金库公司在日益饱和的市场中寻求差异化竞争的最新尝试。加密货币领域并购咨询与融资机构Architect Partners的数据显示，自今年1月以来，已有209家公司宣布计划筹集逾1,450亿美元资金用于支持加密货币金库策略。
软件公司Strategy在2020年宣布将加密货币纳入资产负债表，其联合创始人兼执行主席迈克尔·塞勒当时率先掀起加密货币囤积热潮。交易者很快将其股票视为比特币替代投资标的，随着全球最大加密货币价格飙升，Strategy（原名MicroStrategy）股价暴涨。
效仿者如雨后春笋般迅速涌现，如今不仅有专注比特币的金库公司，甚至还有公司涉足以太坊、Solana和XRP等更小众的加密货币领域。
为在众多新晋加密货币金库项目中脱颖而出，一些团队越来越依赖吸引眼球的名人效应。狗狗币基金会（Dogecoin Foundation）旗下企业House of Doge的CEO马尔科·马尔吉奥塔表示：“这明显是博眼球的策略。”
马尔吉奥塔的公司正是与亚历克斯·斯皮罗合作推出狗狗币金库投资实体的幕后推手。斯皮罗曾成功为马斯克被指控操纵狗狗币市场的诉讼辩护。但马尔吉奥塔表示，其数字资产金库公司未必需要汤姆·克鲁斯式的明星人物掌舵。他表示：“我们已拥有成熟的社区基础，不需要巨星代言人站台。”
预计今年晚些时候上市的数字资产金库公司ReserveOne的CEO杰米·莱弗顿指出，邀请知名人士加入加密货币金库公司董事会的另一关键原因是向华尔街投资者传递“公司可信赖”的信号。该公司拟邀请美国前商务部长威尔伯·罗斯加入董事会。她在邮件中表示：“投资者将可信的高管团队与完善的公司治理视作评估企业稳定性的重要依据。”
SecondLane的CEO科特表示，鉴于加密货币领域的动荡历史，有知名人士与可信董事会成员坐镇，对数字资产金库公司尤为重要。他表示：“加密货币的历史始终被负面阴影笼罩，数十亿美元巨额损失等事件屡见不鲜。如何扭转这种局面？必须由可信的领军人物来主导这场变革并重构公众对加密货币的认知。”
尽管专注于囤积加密货币的Eightco，为什么会选择通常评论特斯拉与人工智能而非加密货币的艾夫斯执掌董事会，目前原因未明，但艾夫斯在接受CNBC采访时明确表示：“如果这只是千篇一律的代币策略，我绝不会参与这项计划。”
该世界币金库公司的发言人未立即回应置评请求。（*）
译者：刘进龙
审校：汪皓
Crypto’s newest craze is attracting some big names—including one of Tesla’s biggest bulls. On Monday, Dan Ives, an analyst at the financial advisory firm Wedbush Securities and one of the most vocal cheerleaders behind Elon Musk’s electric car company, became chair of a small, publicly traded company that aims to load its balance sheet with cryptocurrency.
Eightco Holdings, a firm that specializes in packaging and retail inventory management, announced that it had raised $250 million through a private share offering to buy up Worldcoin, a cryptocurrency linked to the crypto project World, which itself is backed by OpenAI cofounder Sam Altman.
Ives is a widely recognized Wall Street figure, but he made his name as an analyst, not as the operator of public companies. He may appear to be a strange choice to oversee a board—let alone one devoted to accumulating cryptocurrency—but his appointment comes amid a rush of big names on the boards of so-called digital asset treasury companies, or public firms whose primary aim is to accumulate cryptocurrency, providing investors with exposure to tokens they would normally not be able to trade through brokerage accounts.
Others include Alex Spiro, an attorney to Musk, who is chairing a company dedicated to the memecoin Dogecoin. And then there’s Kyle Samani, a well-known crypto venture capitalist set to chair a different public treasury company for the cryptocurrency Solana.
“It’s a playbook taken out of Hollywood,” said Nick Cote, CEO and cofounder of SecondLane, a newer investment bank that caters to crypto and private markets. “It’s no different than Tom Cruise or whoever gets associated with a movie.”
Treasury boom
That playbook is the latest attempt from digital asset treasury companies to differentiate themselves in an increasingly saturated market. Since January, 209 companies have announced that they were planning to raise more than $145 billion to fund crypto treasury strategies, according to data from Architect Partners, a crypto M&A advisory and financing firm.
Michael Saylor, cofounder and executive chairman of the software company Strategy, first popularized crypto hoarding when his firm announced in 2020 that it was adding Bitcoin to its balance sheet. Traders soon saw its stock as a proxy for Bitcoin, and as the world’s largest cryptocurrency soared in price, shares for Strategy, formerly known as MicroStrategy, surged.
Copycats soon emerged, and, now, there are not only treasury companies devoted to Bitcoin but more exotic cryptocurrencies like Ethereum, Solana, and XRP.
To get traction amid the cacophony of new crypto treasury plays, some teams have increasingly resorted to eye-catching names. “It’s an obvious move to get instant eyeballs,” said Marco Margiotta, CEO of House of Doge, the corporate arm of the Dogecoin Foundation.
Margiotta’s company is behind the Dogecoin treasury vehicle with Alex Spiro, who successfully defended Musk against a lawsuit that alleged that the Tesla CEO was manipulating Dogecoin markets. But Margiotta said that his digital asset treasury company doesn’t necessarily need a Tom Cruise-style hero at the helm to thrive. “We already have a community,” he said. “We don’t need a giant spokesperson to go out there.”
Other reasons for adding recognizable individuals to the boards of crypto treasury companies include signaling trustworthiness to Wall Street investors, said Jaime Leverton, CEO at ReserveOne, a digital asset treasury company expected to go public later this year. Her firm expects to add Wilbur Ross, the former U.S. commerce secretary, to its board. “Investors expect credible executives and strong corporate governance as signals of stability,” she said in an email.
Cote, the CEO of SecondLane, said that recognizable names and trustworthy board members were especially important for digital asset treasury companies, given crypto’s tumultuous history. “Crypto has had a history of negativity around it, billions lost, etcetera. So how can we amend that past?” he said. “You have to have credible characters who are leading that charge and telling those stories.”
While it’s unclear why Eightco tapped Ives—who usually comments on Tesla and AI, not crypto—to chair a company now devoted to accumulating cryptocurrency, he did say in an interview with CNBC that he “would not be doing this initiative if it was just a cookie-cutter token strategy.”
A spokesperson for the Worldcoin treasury company did not immediately respond to a request for comment.