Two Seas Capital:2亿美元的利益驱使Core Scientific支持与CoreWeave的合并

金色财经
Sep 05, 2025

【Two Seas Capital:2亿美元的利益驱使Core Scientific支持与CoreWeave的合并】金色财经报道,Two Seas Capital是Core Scientific最大的股东之一。该投资公司表示,如果Core Scientific与CoreWeave的拟议合并获得通过,Core Scientific的高管们将从中获利近2亿美元。Two Seas Capital认为,正是这种巨大的利益驱动,解释了管理层为何支持这项在他们看来“有缺陷且估值过低”的交易。 在9月4日的一份代理文件中,Two Seas Capital指出,Core Scientific高管的绩效股权单位将在交易完成时立即完全兑现,即使他们之后仍继续在CoreWeave工作。 Two Seas Capital强调,Core Scientific此前曾宣传其绩效股权计划是一项“双重触发”方案,即只有在公司控制权变更和符合条件的解雇同时发生时,股权才会兑现,以此来将高管利益与股东利益保持一致。

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