又有一家SPAC(特殊目的收购公司)出现在市场上。这次是3亿美元,目标是Republic,专注于金融科技/加密货币/软件领域。
最近几周已经出现了多个案例:Digital Asset、Pomp、CEPII以及Republic。这种趋势正在为一波可能进入公开市场的加密货币业务铺路。挑战在于如何弥合定价预期与融资之间的差距,以促成交易的实际达成。
很难看到这种趋势回到2021年的水平(当时SPAC筹集了1600亿美元的资本),但公开市场仍然保持接受度,因此预计会有更多公司效仿。
(OO #330)

热门投机观点:Circle的IPO失败,但他们仍然通过被DAAC SPAC收购而上市:
- Circle的IPO路演进展不顺,似乎不太可能完成或以50亿美元定价
- Digital Asset Acquisition Corp是一家新成立的SPAC,由之前在2021年试图收购Circle的团队成员领导(参见Concord Acquisition Corp)
- DAAC的唯一目标是收购一家加密货币公司,它昨晚刚刚定价并于今天开始交易
- SPAC董事会现在包括具有丰富加密货币监管经验的个人(BA、Aave、Polygon、Jito)
- 收购对双方来说是双赢:解决了Circle对流动性的需求,同时为赞助商提供了良好的经济效益和顺风
- 使所有浮夸的产品公告(例如CPN)——这些公告还需要几个月——在SPAC交易进行时显得合理
总结:曾试图通过SPAC收购Circle的老团队可能会再次尝试
(OO #325)
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