Bitcoin News Today: ZOOZ's Bitcoin Treasury Strategy Mirrors Institutional Shift Toward Digital Reserve Assets

ZOOZ Power Ltd., a dual-listed company on Nasdaq and TASE, has completed an additional purchase of 329 bitcoin for approximately $40 million, bringing its total holdings to 854 bitcoin valued at over $100 million as of October 6, 2025. This acquisition marks a significant milestone in the execution of ZOOZ's bitcoin treasury reserve strategy, which it first announced in July 2025. The purchases were funded through net proceeds from a private placement, which raised $159 million, with 95% allocated to bitcoin acquisitions. The company has also filed a shelf registration to potentially raise up to $1 billion in additional capital, signaling ambitions for further expansion of its treasury program.

The strategic shift, which began with a $60 million purchase of 525 bitcoin in September 2025, has already impacted ZOOZ's stock performance. Following the initial acquisition, the company's share price rose by 6.3%, reflecting investor confidence in its long-term exposure to Bitcoin. CEO Jordan Fried emphasized that the strategy remains focused on "buying bitcoin and holding it for the long-term," positioning ZOOZ as an institutional-quality treasury and providing shareholders with indirect exposure to the Bitcoin asset class through equity. The board has reconstituted with new leadership, including Fried's appointment, alongside strategic investors such as Pantera Capital, FalconX, and Arrington Capital, to oversee the implementation of this strategy.

ZOOZ's approach aligns with broader trends of institutional adoption of Bitcoin as a reserve asset. The company's treasury now holds 854 bitcoin, which it intends to retain for the long term, despite the volatility inherent in cryptocurrency markets. While the firm has not disclosed specifics on price per coin or risk management frameworks, it has outlined "pre-defined loan-to-value guardrails" for any leveraged positions, underscoring its commitment to disciplined risk management. This strategy mirrors initiatives by companies like MicroStrategy and Tesla, which have similarly integrated Bitcoin into their balance sheets.

The financial and governance changes have positioned ZOOZ as a pioneer in the corporate adoption of Bitcoin. As a dual-listed entity, the company aims to leverage its unique structure to attract both traditional and crypto-native investors. The press release highlighted potential "asymmetric upside" for shareholders through direct exposure to Bitcoin's price appreciation. However, the strategy is not without risks. Forward-looking statements in ZOOZ's filings caution about macroeconomic uncertainties, regulatory shifts, and the correlation between its stock price and Bitcoin's volatility.

Looking ahead, ZOOZ's ability to sustain its Bitcoin treasury strategy will depend on its capacity to navigate regulatory landscapes and maintain transparency. The company's shelf registration for $1 billion in additional capital suggests a readiness to scale its holdings further, contingent on market conditions and investor appetite. Analysts note that such institutional adoption could catalyze broader acceptance of Bitcoin as a legitimate reserve asset, though its success will hinge on ZOOZ's ability to manage risks while capitalizing on Bitcoin's long-term potential.