Brokerage China: Bitmain’s power struggle may stem from the company’s disagreement over whether to pursue finance or technology

券商中国11月8日刊文《“兄弟背后狠捅刀!”区块链首富竟被第二富开除 比特大陆内斗白热化》。文章提到,比特大陆的权力斗争或源于行业与政策的变化,以及两位创始人的专业背景差异引发的公司走金融还是走科技的分歧。吴忌寒与詹克团对公司发展方向持有不同意见。金融学专业背景的吴忌寒主张公司继续开发新矿机,继续在数字货币行业发展,而工科背景的詹克团,希望将公司转型成为一家芯片制造企业。与此同时,政策对区块链的态度也在发生改变。这种变化将区别于以往将数字货币列为负能量,但对于技术出身的詹克团而言,体现他在比特大陆绝对影响力的,显然不是通过数字货币来实现他对公司的控制权,而是进一步带领公司向更高端、技术程度更高的AI新品领域发展。但对金融学背景的吴忌寒而言,如果比特大陆完全变成了一家高新技术的AI芯片企业,那么他对比特大陆的影响力就会大大降低,而且,继续绑定数字货币行业以及转型AI芯片,也决定了比特大陆估值路线图,因为数字货币行业巨大的波动性,比特大陆在前一轮IPO失败中已经体现该行业的某些问题。比特大陆转型AI芯片公司也许需要巨大的资本投入以及可能面临的转型失败,这本身也是一个重大的风险。
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