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Strive Capital Urges Intuit to Adjust Anti-Bitcoin Policy, Warns AI Disruption Risk Needs BTC Hedging

After successfully promoting GameStop to allocate bitcoin, Matt Cole, CEO of asset management company Strive, recently issued an open letter to Intuit management, alleging that its Mailchimp platform violated its fiduciary duty by banning bitcoin community accounts, and suggested that the company include bitcoin on its balance sheet to cope with the impact of AI technology. In a letter to Intuit's CEO and board of directors, Cole disclosed that Mailchimp's recent unannounced shutdown of the USC Bitcoin Student Organization account, which was forced by public opinion to resume service, exposed systemic policy bias. It stressed that such scrutiny could raise legal and goodwill risks as the FTC launches a platform discrimination investigation. Intuit's core product, TurboTax, faces the threat of AI automation substitution, and recommends the allocation of bitcoin as a strategic hedge asset. After GameStop adopted Cole's suggestion, it not only completed the issuance of 1.50 billion US dollars of convertible notes, but also replaced 500 million US dollars of cash reserves with bitcoin, and the stock price rose by 47% in a single week. At present, Intuit has not responded, and its stock price fell 1.8% before the market.