ChainCatcher report: In 2025, several small Korean publicly listed companies raced to replicate Strategy’s Bitcoin treasury model by borrowing funds to purchase Bitcoin. Now facing setbacks, Bitmax serves as a prime example.Last year, Bitmax shifted its strategy to bet on Bitcoin, holding 551 BTC acquired at a cost of approximately $55 million. Of these, 539 BTC were obtained through 13 over-the-counter transactions with the chairman, at a total premium of about $6 million. Due to mounting losses, the company announced on March 9 a 4-to-1 share consolidation, reducing its paid-in capital from $14.5 million to just $3.6 million. The next day, its stock plummeted over 10% to around $0.63.The contrast with Strategy is stark: while Bitcoin has declined only 12% over the past year, Strategy has fallen about 70%, but Bitmax has crashed 88%. Moreover, when Bitcoin rebounded, Bitmax failed to follow suit—indicating that the market has already priced in company-specific risks. Analysts note that, without scale, access to capital markets, or institutional credibility, this model carries risks far exceeding its potential returns.Source:Show originalDisclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.
