峰堡投資集團(tuán)擬推出大型比特幣基金
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????九月份，我們曾討論過股權(quán)交易公司SecondMarket推出的美國首個(gè)專門針對比特幣的投資工具——比特幣投資信托（The Bitcoin Investment Trust，它搶在了溫克萊沃斯兄弟前面，因?yàn)檫@兩人目前仍為各種監(jiān)管障礙所困）。最近有傳言稱，峰堡投資集團(tuán)（Fortress Investment Group）正在籌備自己的比特幣基金，規(guī)?？赡苓h(yuǎn)遠(yuǎn)大于SecondMarket的同類產(chǎn)品。 ????目前，我們還沒有掌握太多細(xì)節(jié)，但外界盛傳，具體信息會在2013年最后一天在百老匯大街舉行的比特幣新年夜狂歡活動中公布（沒錯(cuò)，這是一場真實(shí)的活動）。目前，我們只掌握了一些零散信息。 ????2013年早些時(shí)候，為了成立一個(gè)知識產(chǎn)權(quán)融資集團(tuán)，峰堡投資集團(tuán)收購了Koru Ventures，后者主要為科技公司提供專利質(zhì)押融資貸款。而在Koru的主要負(fù)責(zé)人中，有一位新成員，他就是專利風(fēng)險(xiǎn)管理服務(wù)公司RPX Corp.前首席技術(shù)官史蒂芬?沃特豪斯。昨天，他在商務(wù)社交網(wǎng)站LinkedIn的個(gè)人資料中透露，自己剛剛成為一家未透露名稱的比特幣基金合伙人。筆者給沃特豪斯發(fā)了一封電子郵件，希望掌握更多信息，同時(shí)還電話聯(lián)系了峰堡投資集團(tuán)。隨后，他LinkedIn個(gè)人資料中有關(guān)比特幣的內(nèi)容均被刪除（換成了“待定”兩個(gè)字）。 ????筆者個(gè)人的理解是，峰堡投資集團(tuán)可能成立一家非上市外匯ETF基金（類似于比特幣投資信托）；同時(shí)，峰堡投資集團(tuán)也可能單獨(dú)推出一種投資工具，為比特幣相關(guān)初創(chuàng)公司提供資金支持。而且，這支基金可能與舊金山對沖基金Pantera Capital新近籌集的一只比特幣相關(guān)基金存在某種關(guān)聯(lián)。Pantera Capital的客戶包括多名峰堡投資集團(tuán)高管。 ????Pantera創(chuàng)始人丹?莫爾黑德拒絕討論其比特幣業(yè)務(wù)，也不愿意談他與峰堡投資集團(tuán)的關(guān)系——包括他正在籌集的基金是否就是峰堡投資集團(tuán)的基金。但美國證監(jiān)會（SEC）的文件顯示，他已經(jīng)為該比特幣投資工具募集了約1.5億美元，而且Pantera最近還參加了加密貨幣支付網(wǎng)絡(luò)Ripple Labs的新一輪融資。此外，現(xiàn)在撥打Pantera的總機(jī)會聽到其中的語音留言稱公司為“Pantera Bitcoin”。 ????盡管我們多次要求峰堡投資集團(tuán)對此發(fā)表評論，但并沒有收到任何回復(fù)。（財(cái)富中文網(wǎng)） ????譯者：劉進(jìn)龍/汪皓 |
????In September we discussed how SecondMarket had launched the first U.S.-based investment vehicle dedicated exclusively to Bitcoin, called The Bitcoin Investment Trust (beating out the Winklevii, who remain stuck in regulatory limbo). Now comes word that Fortress Investment Group (FIG) is prepping its own Bitcoin fund, which likely will be much larger than the SecondMarket offering. ????Details remain scarce, although there are some rumors that info could be revealed tonight at the Bitcoin New Year's Eve Bash down on Broad Street (yes, this is an actual thing). So what we are left with are some breadcrumbs: ????Fortress earlier this year acquired Koru Ventures, a provider of patent-backed loans to tech companies, in order to launch an IP finance group. Among Koru's principals (and new Fortress employees) was Steven Waterhouse, the former chief technology officer of RPX Corp. (RPXC) whose LinkedIn profile yesterday said that he had just become a partner on an unnamed Bitcoin fund. After I sent Waterhouse an email requesting more info – and also placing a call with Fortress – the Bitcoin mention disappeared from his LinkedIn page (replaced only with "TBD"). ????My understanding, however, is that the Fortress effort will be something like an unlisted currency ETF (similar to Bitcoin Investment Trust), with Fortress also perhaps raising a separate vehicle to back Bitcoin-related startups. And there likely is some relationship to a new Bitcoin-related fund raised by Pantera Capital, a San Francisco-based hedge fund whose clients are known to include several Fortress executives. ????Pantera founder Dan Morehead declined to discuss his Bitcoin efforts or relationship to Fortress – including if his effort and the Fortress fund were one in the same – but an SEC filing indicates that he already has raised around $150 million for Bitcoin vehicle, and Pantera recently participated in a VC round for crypto-currency payment network Ripple Labs. Moreover, calls to Pantera's main number are now met with a voicemail that only identifies the firm as "Pantera Bitcoin." ????Fortress did not return repeated requests for comment. |
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