Odaily Planet Daily News Galaxy Digital Research Director Alex Thorn wrote that concerns about Bitcoin Treasury companies and their debts being a problem are exaggerated. He pointed out that from an overall scale, the debts of these companies are not large, and most of the debts will not mature until more than two years later.
According to Galaxy Research's data chart, as of May 2025, $650 million due in July 2024, $500 million due in September 2024, and $1.05 billion due in February 2025 have been successfully repaid.
The data also shows that most of the debts of Bitcoin Treasury companies will mature between 2027 and 2030, including $1 billion in December 2027, $2 billion in March 2028, and $3.65 billion in June 2028 (the largest single amount). The data covers companies including Strategy, Marathon, Riot, Semler Scientific, Marathon Holdings and H100, and is current as of May 27, 2025.