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Chronicles

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Japanese cryptocurrency exchange Bitpoint says it was hacked for $32M in crypto assets, of which $23M belonged to its customers

Wolfie Zhao / CoinDesk :

CoinDesk Wolfie Zhao

Context & Ripple Effects

Bitpoint's $32M loss is the second major breach of a Japanese exchange in under a year, following Zaif's ~$60M hot-wallet theft in September 2018 — a pattern of customer funds sitting in online wallets being drained. With $23M of the Bitpoint haul belonging to customers, the exchange faces the same make-whole question Zaif did.

The longer arc runs through DMM Bitcoin: its 2024 loss of 4,502.9 bitcoin (~$308M) forced a ~$321M capital raise to buy back bitcoin, then a full shutdown with accounts moved to SBI VC Trade. Bitpoint in 2019 is an early data point in that sequence of Japanese exchange failures.

First-order effects

  • $23M of customer assets are gone from Bitpoint's control, putting the exchange on the hook to cover user balances out of its own capital or face insolvency, as the DMM case later showed.

Second-order effects

  • Repeated hot-wallet losses push Japanese exchanges toward the DMM endgame — buybacks funded by new capital, then consolidation as failed operators hand accounts to larger firms like SBI VC Trade.

Third-order effects

  • With US and Japanese law enforcement later attributing the DMM theft to North Korean hackers, state-sponsored attackers become the structural threat that keeps pushing Japan's exchange sector to shrink custody exposure and consolidate.

The trend: Japanese crypto exchanges are caught in a repeating cycle of hot-wallet breaches, customer-compensation crises, and consolidation into fewer, larger custodians.