YZi Labs 与 CEA Industries 之间的公司治理冲突持续升级。近日,YZi Labs 发布公开声明,指责 CEA Industries 董事会通过“毒丸计划”和修改公司章程的方式,系统性限制股东权利,削弱投资者通过书面同意参与公司决策的能力。YZi Labs 认为,这些举措并非为了保护股东价值,而是为了巩固董事会自身控制权。
在声明中,YZi Labs 明确表示,上述治理安排降低了公司透明度和董事会问责机制,损害了中小股东的合法权益。基于这一立场,YZi Labs 已正式向美国证券交易委员会(SEC)提交初步同意声明,试图通过合规程序推动董事会结构调整。
此次争议不仅局限于公司治理层面,还延伸至 CEA Industries 的数字资产与代币战略。YZi Labs 否认董事会关于“公司始终坚持单一代币策略、从未考虑其他方案”的说法,并引用 CEA Industries 首席执行官 David Namdar 于 2025 年 11 月在行业会议上的公开发言作为佐证。据称,Namdar 当时提及公司曾评估包括 Solana 在内的其他加密资产选项,这与董事会近期表态明显不一致。
YZi Labs 指出,战略信息前后矛盾,使投资者难以准确评估公司的长期发展方向。该机构强调,股东最初的投资决策基于清晰明确的数字资产战略,而当前的信息混乱正在侵蚀市场信任。同时,YZi Labs 还公开警告董事会不要继续推迟 2025 年年度股东大会,认为任何进一步延误都可能引发对选举公正性和有效监督的质疑。
在提交给 SEC 的文件中,YZi Labs 提议扩大 CEA Industries 董事会规模,并推动选举其提名的新董事,以恢复治理制衡、强化股东代表性。该机构呼吁投资者在相关同意文件公开后,全面审阅并积极参与表决。
作为被视为与CZ有关联的家族办公室,YZi Labs 近年来频繁参与上市公司治理议题。此次行动再次凸显,在加密货币相关上市公司中,围绕控制权、透明度和股东权利的博弈正在加剧。随着数字资产战略逐步进入上市公司核心决策层,类似的治理冲突与代理权争夺,或将成为行业的新常态。
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