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TEXXR

Chronicles

The story behind the story

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Filings: the SEC and NYDFS oppose Voyager's plan to sell assets to Binance.US for $1.02B, alleging the sale of unregistered securities, like Voyager's VGX token

A $1.02 billion deal by Binance.US to purchase assets of defunct crypto lender Voyager has been opposed by New York

CoinDesk Jack Schickler

Context & Ripple Effects

Binance.US’s proposed acquisition followed its agreement to buy Voyager assets out of bankruptcy, while the SEC had already lodged a narrower request for details on Binance.US’s funding. The new objections put the transaction’s underlying token treatment, not just its financing, before the bankruptcy process.

The dispute later produced conflicting procedural signals: a New York bankruptcy judge permitted the sale over regulator objections, before a federal court temporarily halted Voyager’s plan. That sequence makes the agencies’ intervention consequential to the deal’s timing and finality.

First-order effects

  • Voyager’s estate and Binance.US must defend the asset sale against SEC and NYDFS claims that it involves unregistered securities, adding a substantive regulatory dispute to the court-approval process.
  • The proposed $1.02 billion transfer is exposed to delay or altered terms while the objections are resolved, rather than proceeding solely on the bankruptcy court’s assessment of the sale.

Second-order effects

  • Bankruptcy courts become the immediate venue for reconciling federal and state securities objections with Voyager’s effort to dispose of assets, a tension reflected in the later court approval over those objections.
  • Other bidders and purchasers of distressed crypto platforms face a clearer incentive to document both funding and the regulatory status of tokens included in an asset transfer.

Third-order effects

  • If securities-law objections repeatedly interrupt crypto bankruptcies, distressed-platform sales will be shaped as much by token classification and regulatory clearance as by the highest bid.
  • The episode points toward a more regulator-contested restructuring market for crypto businesses, with court orders vulnerable to further government challenges.

The trend: Crypto bankruptcy sales are becoming tests of how securities regulation applies to token-bearing platforms, not merely auctions for distressed assets.

Discussion

  • @scottmelker @scottmelker on x
    F*ck the SEC F*ck the NYDFS. F*ck the Attorney General of NY. They are using Voyager creditors as pawns. Not only are they failing to protect anyone, they are actively working against the interests of people who are financially hurting already. https://www.coindesk.com/...
  • @scottmelker @scottmelker on x
    Look! There's a dead lion on the ground. Let's go stab it a few times, bring it back to the village and show them how well we protected them! Oh, also, nobody can eat it even though they are starving. https://www.coindesk.com/...
  • @mayazi Maya Parody on x
    nothing was more obvious than the fact that hell would freeze over before Binance (US or the ether Binance) would be allowed to purchase Voyager. Makes one wonder why the creditor committee was willing to take up a bad offer & push it through fast https://www.theblock.co/...
  • @voyagerucc @voyagerucc on x
    1/ The UCC has taken a significant step forward with Voyager and FTX/Alameda under a settlement that provides for the efficient resolution of disputes between the parties.
  • @wublockchain Wu Blockchain on x
    SEC cited media reports that Binance is bracing itself to pay penalties for past infractions of money laundering and corruption law as evidence that the deal could become “unfeasible” and “impossible to consummate.”
  • @wublockchain Wu Blockchain on x
    Breaking: BinanceUS' $1.02 billion acquisition of the assets of defunct cryptocurrency lender Voyager has been opposed by the U.S. SEC. The deal was also opposed by NYDFS and Attorney General Letitia James in two Feb. 22 filings. CoinDesk reported. https://www.coindesk.com/...
  • @simondixontwitt Simon Dixon on x
    This is what I was preparing #Celsius for from Day 1. “SEC & FTC & NYDFS Object to #Binance #Voyager Deal As Sale of Unregistered Securities” - They state $VGX is a security & #binance does not have licenses. The same will happen to $CEL hence my approach https://www.coindesk.com…
  • @coindiva_sniper Beth Robyn on x
    What the heck? Why is @VoyagerUCC not explaining this to platform users? We may get 18-20% back plus clawbacks? This is unacceptable! I wish I never invested in @investvoyager ! 🤬🤬🤬 https://twitter.com/...
  • @vgx_heroes @vgx_heroes on x
    Just minutes before the voting ended today at 4:00pm EST, we find out that @investvoyager will hold back $445m until @FTX_Official clawbacks are settled. This, plus the $135m held for @McDermottLaw = $580m $650m hole, minus potential $580m held back... $70m... “Recovery”. 🤮