Winklevoss Capital公司出售其Zcash投资平台给其支持的公司,并收购该公司股份

cryptonews.ruPublicado em 2026-08-20Última atualização em 2026-08-20

Resumo

温克勒沃斯资本公司(Winklevoss Capital)通过其子公司温克勒沃斯国债投资公司(Winklevoss Treasury Investments)完成了一项交易,获得了加密朋克技术公司(Cypherpunk Technologies)约4330万份普通股的认股权证,行权价极低。这笔交易与加密朋克公司收购新的Zcash挖矿业务有关,价值约3333万美元,导致现有CYPH股东股权被稀释,同时让双子星交易所(Gemini)的创始人温克勒沃斯兄弟获得了更大的Zcash投资份额。 加密朋克公司已启动其“加密朋克矿场”项目,使用Z15 Pro矿机,其算力约占Zcash全网算力的18%,分布在美国的数据中心,自称是全球最大的Zcash矿场。公司目前持有约1.92%的流通ZEC,并计划增持至5%。公司高层表示,挖矿收益将为未来增长、收购更多ZEC以及投资隐私新技术提供资金。 温克勒沃斯兄弟将此次进入描述为在美国市场建立Zcash挖矿业务的机会,此前该领域主要由海外实体主导。加密朋克公司前身是生物技术公司Leap Therapeutics,在温克勒沃斯资本领投的私募后于2025年11月更名转型。2026年初,Zcash协议曾发现一个严重安全漏洞,导致ZEC价格和CYPH股价一度暴跌,但漏洞随后被修复。

Winklevoss Capital公司在一笔交易中获得认股权证,可收购约4330万股Cypherpunk Technologies公司股份,作为后者收购新的Zcash挖矿业务的交易一部分。

这种交易结构稀释了现有股东的持股比例,并使得Gemini的创始人在Zcash投资中获得更大份额。Cypherpunk的股票在纳斯达克以代码CYPH进行交易。

4329万零42股新股导致每位CYPH持有者的股份被稀释

Cypherpunk公司支付了3333万美元,并向Winklevoss Treasury Investments发行了一份预先支付认股权证,可认购43,290,042股普通股,行权价格为每股0.001美元。这相当于每股约0.77美元的假设股价。

CYPH股价在8月18日的交易时段上涨了15.85%,交易量约为日均交易量的4.2倍。在5月份财报发布后也曾出现过约15.4%的类似涨幅。

Cypherpunk Mining项目已启动并运行Z15 Pro矿机。它们产生约4.2 Gsol/s的Equihash算力,据公司估计,约占Zcash全网算力的18%。

矿场分布于美国各地,Cypherpunk称其为全球最大的Zcash矿场。在当前$ZEC价格下,这是一个年收入潜力超过2.5亿美元的市场,相比之下,网络中每月挖矿奖励约为43,800枚$ZEC

该公司已拥有323,394.38枚$ZEC,约占总流通量的1.92%,并表示希望再获得5%。首席投资官威尔·麦克沃伊表示,挖出的币为公司提供了"财务和运营灵活性,为未来增长提供资金,购买更多$ZEC,并投资于新的隐私保护技术"。

公司已邀请资深矿场运营商张凯文领导挖矿业务。

卡梅伦·温克莱沃斯将交易描述为对美国市场的押注

"Zcash一直集中在少数矿工、矿池和ASIC矿机制造商手中,他们几乎都在美国境外,"温克莱沃斯在公告发布后在X上写道。

他补充说,Cypherpunk的矿场"分布在美国各地,完全自有,无债务,且电力成本低"。他和他的兄弟泰勒将此次启动描述为公开市场投资者获得Zcash挖矿敞口的难得机会。

该公司最初名为Leap Therapeutics,是一家生物技术公司,在2025年11月由Winklevoss Capital领投的5888万美元私募融资后,更名为Cypherpunk Technologies,据Cryptopolitan报道。当时其金库中持有约203,775枚$ZEC,平均购买价格为每枚245美元。

早在2026年,Zcash就曾出现安全问题,当时Shielded Labs的研究员泰勒·霍恩比发现了Zcash使用的Orchard池零知识证明方案中的一个错误。

理论上,这可能允许攻击者创建假$ZEC而未被发现。当时$ZEC价格暴跌超过50%,Cypherpunk股价也暴跌约40%。开发者在6月初发布了紧急补丁,随后在7月发布了Ironwood升级。

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Perguntas relacionadas

QWinklevoss Capital 在与 Zcash 相关的交易中获得了什么?

AWinklevoss Capital 通过其子公司 Winklevoss Treasury Investments 获得了可以 0.001美元/股的价格购买约 43,290,042 股 Cypherpunk Technologies 普通股的认股权证。

Q为什么说 Cypherpunk Mining 的这次操作会稀释现有股东的股份?

A因为 Cypherpunk Technologies 向 Winklevoss Treasury Investments 发行了大量新的认股权证,这些权证可以转换为大量新的普通股。当权证被执行时,公司流通股总数将大幅增加,导致现有股东所持股份占总股本的比例下降,即股权被稀释。

QCypherpunk Mining 目前在 Zcash 网络中占据什么地位?

ACypherpunk Mining 部署的 Z15 Pro 矿机提供了约 4.2 Gsol/s 的 Equihash 算力,据公司估计,这约占整个 Zcash 网络总算力的 18%。Cypherpunk 称其拥有全球最大的 Zcash 自有矿机集群。

QCameron Winklevoss 如何看待这笔交易对于美国市场的意义?

ACameron Winklevoss 认为,此前的 Zcash 挖矿集中在少数位于美国境外的矿工、矿池和ASIC制造商手中。而 Cypherpunk 的矿机集群完全部署在美国境内,无负债且能源成本低,这为公开市场的投资者提供了一个难得的直接参与 Zcash 挖矿的机会,增强了 Zcash 生态在美国的布局。

Q2026年初 Zcash 遭遇了什么样的安全事件,对公司产生了什么影响?

A2026年初,研究人员在 Zcash 使用的 Orchard 池零知识证明方案中发现了一个漏洞。理论上,该漏洞可能允许攻击者制造未被察觉的假 ZEC 代币。事件导致 ZEC 代币价格暴跌超过50%,而 Cypherpunk 的股价也下跌了约40%。开发者随后在6月初发布了紧急补丁,并在7月进行了 Ironwood 更新。

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