比特币标准财政部公司和 Cantor Equity Partners I 宣布，他们正在考虑修改 2025 年合并交易的条款，以“更好地反映市场状况”。 由 Blockstream 首席执行官 Adam Back 创立的比特币标准财务公司 (BSTR) 希望更改其与 Cantor Equity Partners 的合并协议条款以进行公开发行。 根据周三的公告，BSTR 和金融服务巨头 Cantor Fitzgerald 创建的特殊目的收购公司 (SPAC) Cantor Equity Partners I 取消了 2025 年合并协议的原始条款，并将就新交易进行谈判。尽管公告中没有包含细节，但两家公司均表示，他们打算就“更好地反映市场状况”的条款进行谈判。 来源：BSTR 原定于周五举行的股东大会旨在讨论 SPAC 合并问题，但公开发行被无限期推迟。两家公司表示，他们将“在适当的时候提供进一步的细节”。
BSTR 的初始交易包括提供超过 30,000 个比特币 (BTC) 和 15 亿美元的 PIPE（私募股权投资）融资。美国证券交易委员会 (SEC) 于 6 月份认可了该协议的注册声明，许多人预计公开发行很快就会到来。 相关：Capital B 从 Adam Back 筹集 130 万美元用于比特币战略 根据《机构投资者》2 月份的一份报告，Cantor 在 SPAC 交易中给了自己“很大的回旋空间”，不再只专注于 BSTR 和 Twenty One Capital 等比特币财务公司，后者于 2025 年与 Cantor 完成了 36 亿美元的合并交易。 据《机构投资者》报道，SPACInsider 创始人兼首席执行官克里斯蒂·马文 (Kristi Marvin) 表示：“比特币国库 SPAC 现在看起来不太好。” “六个月后，我不知道——也许吧。” Securitize 上周与 Cantor SPAC 一起上市 BSTR 与 Cantor 合并可能破裂的消息传出之前，代币化公司 Securitize 在与 Cantor 实体达成类似的 SPAC 交易后在纽约证券交易所 (NYSE) 首次亮相。
Securitize 管理着 40 亿美元的资产，该公司与 Cantor Equity Partners II 的 SPAC 交易于 6 月份获得了 SEC 的批准，并在股东签署一周后开始在纽约证券交易所交易。该股交易代码为 SECZ，周三跌至每股 7.42 美元，较 7 月 2 日收盘价 12.30 美元下跌约 40%。 杂志：Strategy 的资本改革是否结束了“死亡螺旋”的恐惧？
The Bitcoin Standard Treasury Company and Cantor Equity Partners I announced that they were looking into amending the terms of a 2025 merger deal that “better reflected market conditions.”
The Bitcoin Standard Treasury Company (BSTR), founded by Blockstream CEO Adam Back, wants to change the terms of its merger agreement with Cantor Equity Partners for a public offering.
According to a Wednesday announcement, BSTR and Cantor Equity Partners I, the special purpose acquisition company (SPAC) created by financial services giant Cantor Fitzgerald, scrapped the original terms of a 2025 merger agreement and will negotiate a new deal. Although the details were not included in the announcement, both companies said that they intended to negotiate terms that “better reflected market conditions.”
Source: BSTR
A shareholder meeting scheduled for Friday intended to address the SPAC merger and a public offering was postponed indefinitely. The companies said that they would “provide further details in due course.”
BSTR’s initial deal included contributing more than 30,000 Bitcoin (BTC) and $1.5 billion in PIPE (Private Investment in Public Equity) financing. The US Securities and Exchange Commission (SEC) recognized the registration statement for the agreement in June, with many expecting the public offering soon to follow.
Related: Capital B raises $1.3M from Adam Back for Bitcoin strategy
According to a February report from Institutional Investor, Cantor was giving itself “a lot of wiggle room” in SPAC deals, no longer keeping its sole focus on Bitcoin treasury companies like BSTR and Twenty One Capital, which completed a $3.6 billion merger deal with Cantor in 2025.
“A Bitcoin treasury SPAC doesn’t look so good now,” said SPACInsider founder and CEO Kristi Marvin, according to Institutional Investor. “Six months from now, I don’t know — maybe.”
Securitize went public with Cantor SPAC last week
The news of the BSTR-Cantor merger potentially falling apart followed tokenization company Securitize making its debut on the New York Stock Exchange (NYSE) after a similar SPAC deal with a Cantor entity.
Securitize, which has $4 billion in assets under management, got approval for a SPAC deal with Cantor Equity Partners II from the SEC in June and began trading on the New York Stock Exchange a week after shareholders signed off. The shares, trading under the ticker SECZ, fell to $7.42 apiece on Wednesday, about 40% below its July 2 closing price of $12.30.
Magazine: Has Strategy’s capital overhaul put an end to ‘death spiral’ fears?
