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ICE的数字资产公司Bakkt传言将与SPAC合并

2021-1-9 13:06

 

Bakkt是一家数字资产公司,由洲际交易所持有多数股权。洲际交易所还拥有纽约证交所。彭博社(Bloomberg)今天的一篇报道援引未具名消息人士的话称,Bakkt正在与一家上市的特殊用途收购公司VPC Impact收购控股公司(VPC Impact acquisition Holdings)进行深入谈判。


VPC与胜利公园资本(Victory Park Capital)合作,后者融资约2亿美元,昨日市值为2.7亿美元。据信,两家公司的总价值约为20亿美元。


那么,Bakkt做了什么?为什么现在要浮动?


Bakkt实际上是在利用主流消费者对数字资产的接受,专注于忠诚度和奖励来吸引消费者。它的消费者应用即将全面投入生产。因此,这个时机可能至少和比特币的历史高点一样重要。


这家初创公司最初专注于实物交割比特币期货,但它在该领域的影响力并不大。大多数比特币衍生品通过离岸加密货币交易所进行交易,而Bakkt则受到监管。然而,根据分析公司Skew的数据,Bakkt的期货交易量只是芝加哥商品交易所的一小部分——大约2%。尽管Bakkt在9月份宣布了创纪录的销量。


2018年末,Bakkt在A轮融资中筹集了1.825亿美元,随后是3亿美元的B轮融资,参与的投资者包括ICE、微软M12、波士顿咨询集团等。


该公司将B轮融资的一大部分收入用于收购奖励公司Bridge2 Solutions。这家科技公司为十大金融机构中的七家提供解决方案,以及4500个忠诚和员工激励计划,其中包括两家美国航空公司。


其理念是,奖励是数字资产,可以被代币化并转换为现金。但一旦有人为了这个目的使用了钱包,他们可能也会忍不住用它来支付和购买加密货币,这是应用程序的其他两个关键功能。


根据Colloquy忠诚度调查,每年有480亿美元的积分和里程被发放。美国家庭平均参加18个项目,但只有8个左右。像Bakkt这样的应用程序可以鼓励更多的活动。


与此同时,Bakkt目前的临时首席执行官是ICE的并购和整合副总裁David Clifton。此前,创始首席执行官凯利•莱弗勒(Kelly Loeffler)于2019年12月离职,成为参议员,她刚刚失去了这个席位。接替她的是迈克·布兰蒂娜,他于2020年5月转职摩根大通。如果吕弗勒回来了,不要惊讶。

 

Bakkt is the digital assets firm majority-owned by ICE, which also owns the NYSE. Today a Bloomberg report cited unnamed sources that said Bakkt is in advanced talks to merge with a listed special purpose acquisition vehicle (SPAC) VPC Impact Acquisition Holdings.

VPC is associated with Victory Park Capital, which raised around $200 million and yesterday had a market capitalization of $270 million. The combined value of the two firms is thought to be around $2 billion.

So what does Bakkt do and why float now?

Bakkt is really a play on mainstream consumer adoption of digital assets, focusing on loyalty and rewards to pull in consumers. Its consumer app is about to go fully into production. So the timing is likely to be at least as much about that as Bitcoin’s all-time high.

The startup initially focused on physically delivered Bitcoin futures, but it is not a massive player in the sector. Most Bitcoin derivatives are through offshore cryptocurrency exchanges, whereas Bakkt is regulated. However, according to analytics firm Skew, Bakkt’s futures volumes are a fraction of the CME’s – something like 2%. That’s despite Bakkt announcing record volumes in September.

bitcoin btc futures

In late 2018 Bakkt raised $182.5 million in its Series A, followed by a $300 million Series B round, which included ICE, Microsoft M12, Boston Consulting Group and others.

The firm used a large slice of the Series B proceeds to acquire rewards company Bridge2 Solutions. The technology company provides a solution for seven of the top ten financial institutions as well as 4,500 loyalty and employee incentive schemes, including two U.S. airlines.

The idea is that rewards are digital assets that can be tokenized and converted to cash. But once someone uses the wallet for that purpose, they may also be tempted to use it for payments and to buy cryptocurrency, two of the other key app features.

According to the Colloquy Loyalty Census, $48 billion in rewards points and miles are issued annually. And the average U.S. household is enrolled in 18 programs but only active in around eight. An app like Bakkt’s could encourage greater activity.

Meanwhile, Bakkt currently has an interim CEO in David Clifton, ICE’s VP of M&A and integration. This follows the founding CEO Kelly Loeffler departing in December 2019 to become a senator, a seat she has just lost. Her replacement was Mike Blandina, who switched to JP Morgan in May 2020. Don’t be surprised if Loeffler returns.

 

来自: Ledger Insights