最新报道:Two Seas Capital, Core Scientific's third-largest shareholder with a 6.3% stake, opposes the bitcoin miner's proposed all-stock acquisition by AI cloud provider CoreWeave. In a Thursday letter, Two Seas founder Sina Toussi stated the deal "materially undervalues the company" and exposes shareholders to undue risk, citing Core Scientific's 30% stock drop post-announcement. The firm argues the uncollared all-stock transaction unfairly benefits CoreWeave and fails to reflect Core Scientific's strategic HPC infrastructure value. Two Seas, a CORZ backer since 2022, plans to vote against and rally other shareholders unless terms improve, preferring independence if no better offer emerges. KBW analysts had predicted shareholder pushback due to the unchanged asset base and lack of cash component.