吳說作者| Colin Wu
本期編輯| 吳說區塊鏈
吳說區塊鏈獲悉，1月26日晚10時5分，吳忌寒時隔8月再次發布推特，內容為比特大陸兩位創始人和解的哈希，結束了自己在比特大陸“2,815天”的工作。
核心內容如下：
1、詹克團從比特大陸貸款4億美金、從外部籌集2億美金，收購吳忌寒團隊約一半的股份。比特大陸仍有3.27億美金現金。
2、吳忌寒帶走Bitdeer及海外礦場，將擔任比特小鹿董事長。
3、吳忌寒團隊原風控負責人與財務負責人留在比特大陸董事會直到上市。
4、1月26日比特大陸所有子公司法人開始變更。
內容與比特大陸大分拆啟動：詹克團回歸吳忌寒攜B池小鹿現金退出（比特大陸系列26）差別不大。
此次分拆的幾個後續影響和未來解讀如下：
1、比特大陸方面，比特幣芯片產能大部分已經銷售一空，預計可能開始銷售2022年的產能。 5nm芯片的質量與良率是一個問號。
2、比特大陸方面，後續以太坊、萊特、DASH、BTM等此前做過的小幣種礦機，都可能會陸續啟動。但芯片產能不易獲取。
3、比特大陸傳聞正在招聘新任CFO以籌備上市。按照投資人要求，需要在2022年底前以不低於50億美金估值上市。這一估值的達到並不容易，取決於比特幣價格。
4、吳忌寒方面，矽基任命了新的CEO，總人數200餘人，將主要佈局雲算力（原小鹿）、礦池（原BTC.com）、海外礦場、礦機交易平台、礦機維修等，最終目標是赴美上市。
5、吳忌寒手中擁有金融業務的Matrixport、礦業的比特小鹿（矽基原航）、以及價值數億的加密貨幣，未來組建一個VC進行投資，未嘗沒有可能。
6、吳忌寒方面仍持有部分比特大陸的股份，會任命兩名比特大陸的董事，分管財務與審計（大概率是投資人的要求），直到比特大陸成功上市。這可能有助於維持公司上市前的正常運轉。
平心而論，雙方面對的困難都不小。比特大陸方面能否改善管理，吸取18-19年的失敗教訓，成功上市；矽基方面，沒有比特大陸與螞蟻礦機的支持，雲算力與礦池屬於比較擁擠的賽道，能否實現獨立造血，最終成功上市，都需要進一步觀察。
和解書全文如下：
“關於比特大陸的兩位聯合創始人之間的和解
比特大陸的兩位共同創始人Micree（詹克團）和我之間的分歧終於以友好、更重要的是建設性的方式得以解決。截至今天，我已經辭去了Bitmain首席執行官兼董事長的職務。
Micree以6億美元的價格購買了Bitsource所擁有的幾乎一半的Bitmain股份，Bitsource的代號代表包括我在內的一群創始股東。為了完成股票購買，Micree從Bitmain獲得了4億美元的貸款，同時他承諾從集團外部籌集2億美元。
截至昨日，Bitmain擁有3.27億美元的法定現金，這是優先股股東達成此項和解協議所需現金的兩倍。短期流動資金缺口為負9,200萬美元，公司償付能力很好。另一方面，Bitmain擁有市場上出售的最好的礦機。因此，Bitmain的財務狀況良好且健康，因此向Micree的貸款不會對Bitmain運營的可持續性產生任何負面影響。
同樣，根據這一解決方案，Bitdeer今天與美國和挪威的採礦場一起從Bitmain剝離。我將擔任Bitdeer的董事長。 Matt Kong將擔任Bitdeer的首席執行官。 Antpool很快將被拆分成由Micree領導的獨立公司。
通過上述安排，Bitmain的商業模式將得到高度簡化，這將使首次公開募股變得更加容易。投資者更有可能從他們的投資中獲利。
從現在開始直到比特大陸上市，比特大陸董事會將由5個席位組成。 Micree有權提名三個席位，而我將提名另外兩個席位。為了更好地服務於Bitmain的利益，我邀請了兩個比我更有能力履行職責的同事。他們是朱翔和劉建春。朱翔是Bitmain創始團隊之一，他領導S1和S19的硬件設計，這是Bitmain最為暢銷的礦機產品之一。劉建春擔任我們的首席財務總監和首席財務官已有5年了。這兩名董事會成員將為公司整體利益服務，而不是為任何特定股東的利益。根據公司治理安排，我們將風險控制和內部審計職責分配給了朱翔和劉建春。
作為領導層移交的一部分，所有仍屬於Bitmain集團的子公司今天都已開始對董事會成員或法人代表進行變更。
今天和解協議結束後，Bitmain翻開了新的一頁，帶來了巨大的機遇。作為Bitmain的共同創始人，我在2,815天的旅程中享受了很多工作，在許多客戶，同事，朋友和投資者的大力支持下，我為Bitmain及其領導Micree致以最誠摯的祝福。
吳忌寒
英文原文：
Regarding the settlement between Bitmain's two co-founders
The disagreement between Micree and myself, the two co-founders of Bitmain, has been finally settled in an amicable and, more importantly, a constructive manner. I have resigned from the CEO and Chairman of Bitmain as of today.
Micree purchased almost half of the Bitmain shares owned by Bitsource, which is a code name represents a group of founding shareholders including myself, for US $600m. In order to complete the share purchase, Micree obtained a loan of US $400m from Bitmain while he committed to raise another US $200m from outside of the group.
As of yesterday, Bitmain has US $327m in fiat cash, which was twice higher than what is required by the preferred shareholders in order to close this settlement. The short term liquidity gap is negative US $92m. The negative gap indicates a good solvency of the group. On the other hand, Bitmain has the best mining machines available for sale in the market. As such, the financials of Bitmain is strong and healthy so the loan to Micree will not have any negative impact to the sustainability of Bitmain" s operation .
Also pursuant to the settlment, Bitdeer is spun off from Bitmain today together with the mining farm operations in the US and Norway. I will be the chairman of Bitdeer. Matt Kong will be the CEO of Bitdeer. Antpool will soon be spun off into an independent company to be led by Micree.
Through the above-mentioned arrangement, Bitmain"s business model will be highly streamlined which will make it much easier to go for an IPO. The B and B+ Round investors also got their number of tripled under this arrangement as compensation of valuation adjustments. It is more likely for those investors to be profitable from their investment.
--From now until the listing of Bitmain, the board of Bitmain will consist of 5 seats. Micree will have the right to nominate three seats and I will nominate the other two. To better serve the interest of Bitmain, I have invited two colleagues who are more capable than myself to perform the duty as directors. They are Xiang Zhu and Jianchun Liu. Xiang was one of Bitmain founding team, and he led the hardware design of S1 and S19, which are among the most import mining rig products of Bitmain. Jianchun has been our chief financial controller and CFO for 5 years. These two board members will serve the interest of the company as a whole but not of the interest of any specific shareholder(s). According to the corporate governance arrangements, we assigned the risk control and internal audit duties to Xiang and Jianchun.
As part of the transition of the leadership, all the subsidiaries that remain to be within the Bitmain group have proceeded to file the change of their board members or legal representatives today.
Upon the closing of the settlement today, Bitmain has turned over a new page with great opportunities ahead. As the co-founder of Bitmain, I enjoyed the 2,815 days of journey working for it with numerous help and support from lots of customers, colleages, friends and investors, and I give my most sincere blessing to Bitmain and its leadership of Micree.
Jihan Wu
Jan 26, 2021
（利益相關聲明：截至發稿前，作者與文中提及主體均無利益合作關係）
