MCVT spent 450 million yuan to raise funds, can it copy the 'micro-strategy' myth?
Jul 31, 2025 pm 08:18 PM目錄
- 兩大機(jī)構(gòu)聯(lián)手推動(dòng) SUI 微策略:Karatage、Sui 基金會(huì)登場(chǎng)
- 總結(jié)
?7 月 28 日,Mill City Ventures III, Ltd.(股票代碼:MCVT)宣布啟動(dòng)一項(xiàng)高達(dá) 4.5 億美元的私募融資計(jì)劃,旨在全面實(shí)施其 SUI 財(cái)庫(kù)戰(zhàn)略。此輪融資由對(duì)沖基金 Karatage 領(lǐng)投,Sui 基金會(huì)同步投入同等金額,形成強(qiáng)強(qiáng)聯(lián)合。包括 Galaxy Digital、Pantera Capital 和 Electric Capital 在內(nèi)的多家頂級(jí)投資機(jī)構(gòu)也積極參與,其中 Galaxy Asset Management 更將承擔(dān) Mill City 財(cái)務(wù)運(yùn)營(yíng)的監(jiān)督職責(zé),顯著提升了項(xiàng)目的透明度與市場(chǎng)信賴(lài)度。
消息公布后,MCVT 股價(jià)迅速反應(yīng),短短三個(gè)交易日內(nèi)由 2 美元一路攀升至最高 8 美元,累計(jì)漲幅達(dá) 400%,昨日收盤(pán)報(bào) 6.65 美元。此次資本動(dòng)作不僅象征著一家傳統(tǒng)上市金融實(shí)體正式擁抱加密資產(chǎn)基礎(chǔ)設(shè)施,也標(biāo)志著繼 ETH、SOL、BNB 之后,SUI 正式邁入“山寨幣微策略”的主流視野,迎來(lái)機(jī)構(gòu)共識(shí)的加速凝聚期。
兩大機(jī)構(gòu)聯(lián)手推動(dòng) SUI 微策略:Karatage、Sui 基金會(huì)登場(chǎng)
Mill City Ventures III, Ltd.,一家專(zhuān)注于非銀行貸款與金融服務(wù)的企業(yè),近日正式簽署證券購(gòu)買(mǎi)協(xié)議,通過(guò)私人配售方式發(fā)行普通股,計(jì)劃以每股 5.42 美元的價(jià)格出售約 83,025,830 股,預(yù)計(jì)募集資金總額達(dá) 4.5 億美元。該交易預(yù)計(jì)于 2025 年 7 月 31 日完成。公司明確表示,私募所得凈額的約 98% 將用于購(gòu)入 Sui 區(qū)塊鏈的原生代幣 SUI,并將其作為核心財(cái)務(wù)儲(chǔ)備資產(chǎn);剩余 2% 則用于支持其原有的短期貸款業(yè)務(wù)。此舉標(biāo)志著 Mill City 正式從傳統(tǒng)金融業(yè)務(wù)向以加密資產(chǎn)為根基的新型財(cái)務(wù)架構(gòu)轉(zhuǎn)型。
這一重大戰(zhàn)略轉(zhuǎn)型的背后,是 Karatage 與 Sui 基金會(huì)的深度協(xié)同與戰(zhàn)略支持。
本輪融資由總部位于倫敦的數(shù)字資產(chǎn)對(duì)沖基金 Karatage 主導(dǎo)。該基金由 Marius Barnett 與 Stephen Mackintosh 共同創(chuàng)立,專(zhuān)注于前沿科技與區(qū)塊鏈領(lǐng)域的長(zhǎng)期投資。除了資金注入,Karatage 還深度參與 Mill City 的治理與戰(zhàn)略設(shè)計(jì):Barnett 將出任公司董事會(huì)主席,Mackintosh 則擔(dān)任首席投資官,直接掌管 SUI 資產(chǎn)的配置與管理。
Karatage 對(duì) Sui 生態(tài)的布局早有淵源?;鹪缙诒銋⑴c了 Walrus、Suilend 等關(guān)鍵生態(tài)項(xiàng)目的建設(shè),并與 Sui 的核心技術(shù)團(tuán)隊(duì) Mysten Labs 建立了緊密合作關(guān)系。Mysten Labs 由前 Meta-Novi 高管 Evan Cheng 與首席工程師 Sam Blackshear 于 2021 年創(chuàng)立,主導(dǎo)開(kāi)發(fā)了 Sui Wallet、Sui Explorer 等核心工具,是 Sui 網(wǎng)絡(luò)發(fā)展的技術(shù)基石。
Karatage 聯(lián)合創(chuàng)始人 Stephen Mackintosh 表示:「我們正處在機(jī)構(gòu)級(jí)加密資產(chǎn)與人工智能交匯的關(guān)鍵節(jié)點(diǎn),Sui 憑借其卓越的交易速度、可擴(kuò)展性以及支持 AI 工作負(fù)載的能力,具備被大規(guī)模采用的技術(shù)基礎(chǔ),是未來(lái)基礎(chǔ)設(shè)施的理想選擇?!?/p>
憑借對(duì) Sui 技術(shù)架構(gòu)與生態(tài)發(fā)展的深刻理解,Karatage 不僅為 Mill City 提供了戰(zhàn)略指導(dǎo),也增強(qiáng)了市場(chǎng)對(duì)其轉(zhuǎn)型路徑的信心。
與此同時(shí),Sui 基金會(huì)作為生態(tài)發(fā)展的核心推動(dòng)力量,也在本次戰(zhàn)略中扮演關(guān)鍵角色?;饡?huì)不僅參與本次投資,更持續(xù)通過(guò)多種方式賦能整個(gè) Sui 網(wǎng)絡(luò)的成長(zhǎng)。
作為獨(dú)立的非營(yíng)利組織,Sui 基金會(huì)致力于推動(dòng) Sui 區(qū)塊鏈的普及與應(yīng)用,長(zhǎng)期支持開(kāi)發(fā)者社區(qū),資助構(gòu)建下一代去中心化應(yīng)用(dApp),并完善關(guān)鍵基礎(chǔ)設(shè)施,如 DeepBook 中心化限價(jià)訂單簿(CLOB)、AMM、流動(dòng)性質(zhì)押及借貸協(xié)議等。
基金會(huì)堅(jiān)持“回購(gòu)再分配”機(jī)制,將資源精準(zhǔn)投放至最具增長(zhǎng)潛力的項(xiàng)目中。同時(shí),持續(xù)為頂級(jí) DeFi 協(xié)議提供 SUI 代幣激勵(lì),目前幾乎所有主流生態(tài)項(xiàng)目均獲得官方支持,極大提升了網(wǎng)絡(luò)的總鎖倉(cāng)價(jià)值(TVL)與實(shí)際使用活躍度,助力 SUI 代幣價(jià)格在多輪周期中保持穩(wěn)健上行。
Sui 基金會(huì)董事總經(jīng)理 Christian Thompson 強(qiáng)調(diào):「Sui 的設(shè)計(jì)目標(biāo)是為下一代去中心化應(yīng)用和現(xiàn)實(shí)世界用例提供所需的性能、安全與可擴(kuò)展性,無(wú)論是穩(wěn)定幣、AI 集成,還是游戲與金融創(chuàng)新,Sui 都已準(zhǔn)備好迎接機(jī)構(gòu)與消費(fèi)者的廣泛采用?!?/p>
作為被廣泛譽(yù)為“最具潛力的 Layer1 區(qū)塊鏈之一”,Sui 憑借其高吞吐量與并行處理架構(gòu),持續(xù)吸引開(kāi)發(fā)者與資本關(guān)注,正成為“山寨幣微策略”浪潮中的新焦點(diǎn)。
總結(jié)
Sui 生態(tài)正因人工智能與去中心化金融的深度融合而迎來(lái)爆發(fā)式增長(zhǎng)。截至目前,Sui 鏈上總鎖倉(cāng)量(TVL)已突破 20 億美元,創(chuàng)下歷史新高,日交易量持續(xù)攀升,生態(tài)活躍度顯著增強(qiáng)。7 月 27 日,SUI 代幣價(jià)格一度觸及 4.5 美元,刷新年內(nèi)高點(diǎn),成為近期表現(xiàn)最為搶眼的山寨幣之一。
從 Mill City 的財(cái)庫(kù)戰(zhàn)略轉(zhuǎn)型,到 Karatage 與 Sui 基金會(huì)的聯(lián)合加持,Sui 不僅展現(xiàn)了強(qiáng)大的資本吸引力,更印證了其技術(shù)實(shí)力與生態(tài)潛力正獲得主流機(jī)構(gòu)的廣泛認(rèn)可。一個(gè)由資本驅(qū)動(dòng)、生態(tài)協(xié)同的“微策略”新模式正在成型,Sui 的未來(lái)表現(xiàn),值得持續(xù)關(guān)注。
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