ZOOZ's Strategic Bet on Bitcoin: A Model for Institutional Allocation in a Digital Age

In the evolving landscape of corporate finance, companies are increasingly redefining their balance sheets to include digital assets. ZOOZ Power Ltd. (ZOOZ), a Nasdaq- and Tel Aviv Stock Exchange (TASE)-listed firm, has emerged as a bold pioneer in this shift. By fully pivoting from its original focus on electric vehicle charging infrastructure to a Bitcoin-centric strategy, ZOOZ is not just adapting to market trends-it's reshaping the narrative around institutional adoption of cryptocurrencies.

A Radical Repositioning: From EV Charging to Bitcoin Treasury

ZOOZ's transformation began in July 2025, when it launched a long-term institutional Bitcoin treasury strategy. As of October 2025, the company has acquired a total of 1,036 Bitcoin, with recent purchases including 94 BTC for $10 million at an average price of $112,000 per Bitcoin, a Bitcoin World article reports (Bitcoin World article). This aggressive accumulation has positioned ZOOZ as one of the first companies globally to treat Bitcoin as a core financial asset rather than a speculative addition. CEO Jordan Fried has emphasized that Bitcoin serves as a "strategic store of value" and a hedge against inflation and financial volatility, Calcalist Tech reported (Calcalist Tech).

The company's dual-listing on Nasdaq and TASE further distinguishes it: ZOOZ offers investors direct Bitcoin exposure denominated in New Israeli Shekels (NIS), a unique proposition in the institutional space, a GlobeNewswire release notes (GlobeNewswire release). This move not only diversifies its investor base but also underscores Bitcoin's growing acceptance as a legitimate corporate asset class.

Institutional Adoption: A Macro Trend Accelerating

ZOOZ's strategy aligns with broader institutional adoption trends. According to the Andreessen Horowitz report, institutional investors have poured over $170 billion into Bitcoin and Ethereum ETFs, with BlackRock's iShares Bitcoin Trust alone managing $91 billion (Andreessen Horowitz report). Financial giants like JPMorgan and Fidelity are also experimenting with tokenized assets and stablecoins, signaling a systemic shift in how traditional finance views blockchain-based solutions.

Regulatory tailwinds further support this transition. Legislation such as the GENIUS Act and the upcoming CLARITY Act aims to provide clarity for institutional investors, reducing legal uncertainties around digital assets. The report also noted these developments, which validate ZOOZ's approach and suggest that Bitcoin's role in corporate treasuries is here to stay.

ZOOZ's Uniqueness: A Full-Pivot Model

What sets ZOOZ apart is its complete repositioning. Unlike companies that allocate a small percentage of their treasuries to Bitcoin (e.g., MicroStrategy or Tesla), ZOOZ has fully embraced the asset as its core business. As of October 2025, its Bitcoin holdings exceed $115 million in value, according to Seeking Alpha (Seeking Alpha), with no plans to return to its EV charging roots. This radical approach reflects a belief that Bitcoin is not just a hedge but a foundational asset for the future of capital preservation.

However, this model raises questions about scalability and risk. Bitcoin's volatility-while seen as a feature by some-could expose ZOOZ to significant short-term losses. Critics argue that a diversified portfolio, rather than a single-asset bet, might be more prudent. Yet, ZOOZ's leadership appears unfazed, viewing volatility as a temporary hurdle in the path to long-term value.

The Road Ahead: A Blueprint or a Cautionary Tale?

ZOOZ's journey offers a compelling case study for institutional investors. Its dual-listing model and direct exposure to Bitcoin in NIS could inspire other firms to explore similar strategies, particularly in emerging markets where fiat currencies face inflationary pressures. However, the company's success will depend on Bitcoin's price trajectory and its ability to maintain institutional confidence during market downturns.

For now, ZOOZ's bold repositioning underscores a key truth: in a digital age, corporate finance must evolve or risk obsolescence. Whether ZOOZ becomes a blueprint for institutional adoption or a cautionary tale, its experiment is already reshaping the conversation around Bitcoin's role in modern portfolios.