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TEXXR

Chronicles

The story behind the story

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Fahrenheit, bidders led by Arrington Capital, wins an auction for Celsius Network's assets, including loans, investments, and $500M in “liquid cryptocurrency”

0°C×9/5+32 = how much money to thaw frozen crypto accounts? James Cirrone / Blockworks : Fahrenheit Wins Bid for Bankrupt Celsius, Will Acquire up to $500M in Liquid Crypto Tweets: Simon Dixon / @simondixontwitt : 🍎 @FahrenheitHldg won, #BRIC is backup. It's official. Term sheet included. I'll cover more on my Space tonight #Celsius Creditors https://cases.stretto.com/... 🙏 to all who participated. https://twitter.com/... @arrington : 1/ It is now public that our group, @FahrenheitHldg, has won the Celsius bankruptcy auction. The group consists of @Arrington_Cap, @USBitcoinCorp, @njess (Proof Group), @stevekokinos & Ravi Kaza, alongside great partners @coinbase, Valon and others. Celsius / @celsiusnetwork : Last night, @CelsiusNetwork announced that the Company in consultation with @CelsiusUcc, has selected a proposal from @FahrenheitHldg as the winning bid in the Court-approved auction. You can read the official press release here https://www.businesswire.com/ .... @celsiusucc : Earlier today, the Celsius auction concluded and Fahrenheit was selected as the winning bid. The BRIC bid was selected as the backup bid. The Committee appreciates the efforts of Celsius and all bidders for their efforts, which generated significant value for Celsius users. Brent Xu / @bond_dog_51 : One thing that every bond trader learns is that there are not bad bonds, only bad prices. There will always be a market for distressed lending assets. And where there is a market, there will be growth. https://www.coindesk.com/... @nataliepropy : Congratulations to the relentless team who secured this well-deserved deal! Witnessing their 24/7 unwavering dedication in the virtual battleground sparks optimism for the industry! For those who suffered losses with Celsius, there is now hope to recover with Fahrenheit! https://twitter.com/... Bruce Fenton / @brucefenton : Fahrenheit buying Celsius? You can't make this up @hmalviya9 : Fahrenheit is going to acquire Celsius's assets worth over $2B. Fahrenheit is a crypto consortium. The following companies are part of it. - Coinbase - Arrington Capital - U.S. Data Mining Group - Ravi Kaza, Investment Banker - Steven Kokinos, Former Algorand CEO [image] @celsiansnetwork : FAHRENHEIT OFFICIALLY WON THE BID AND WILL BE TAKING OVER CELSIUS NETWORK BY CREATING A NEW COMPANY. Sean Tuffy / @smtuffy : This is just outstanding https://www.coindesk.com/... via @coindesk @arrington_cap : “The Arrington Capital-backed grouping beat fellow bidder NovaWulf for Celsius' assets” https://twitter.com/...

Bloomberg Emily Nicolle

Context & Ripple Effects

Celsius’s asset sale followed a crisis in which risky trades and weak oversight were reported to have sharply impaired the lender’s position, as detailed in coverage of Celsius’s liquidity crisis. The auction establishes the vehicle through which its remaining loans, investments, and liquid crypto could be managed or monetized.

The sale became a key step in a restructuring that later enabled Celsius to emerge and plan creditor distributions alongside an ownership stake in Ionic Digital, its mining operation (the eventual creditor recovery plan).

First-order effects

  • Fahrenheit, led by Arrington Capital, gains control of the Celsius asset pool specified in the auction, shifting responsibility for its disposition away from the failed lender’s prior management.
  • Celsius creditors gain a defined path toward value recovery, although the realized value depends on how the acquired loans, investments, and crypto are administered or sold.

Second-order effects

  • The winning consortium must turn a heterogeneous set of crypto-related assets into recoveries, placing asset valuation, custody, and liquidation execution at the center of the restructuring.
  • Competing bidders and distressed-asset investors receive a market signal that failed crypto-lender portfolios can be transferred through bankruptcy auctions rather than resolved solely through open-market sales.

Third-order effects

  • If similar restructurings continue, crypto failures are likely to be handled increasingly through specialist-led asset transfers, separating customer recovery from the original platform’s operating model.
  • The case underscores how governance and risk-management failures can convert a consumer-facing crypto lender into a complex bankruptcy estate, increasing pressure for clearer treatment of customer assets and lending exposures.

The trend: Crypto insolvencies are evolving from abrupt platform failures into court-supervised asset restructurings led by specialist investors and oriented around creditor recovery.

Discussion

  • @simondixontwitt Simon Dixon on x
    🍎 @FahrenheitHldg won, #BRIC is backup. It's official. Term sheet included. I'll cover more on my Space tonight #Celsius Creditors https://cases.stretto.com/... 🙏 to all who participated. https://twitter.com/...
  • @arrington @arrington on x
    1/ It is now public that our group, @FahrenheitHldg, has won the Celsius bankruptcy auction. The group consists of @Arrington_Cap, @USBitcoinCorp, @njess (Proof Group), @stevekokinos & Ravi Kaza, alongside great partners @coinbase, Valon and others.
  • @celsiusnetwork Celsius on x
    Last night, @CelsiusNetwork announced that the Company in consultation with @CelsiusUcc, has selected a proposal from @FahrenheitHldg as the winning bid in the Court-approved auction. You can read the official press release here https://www.businesswire.com/ ....
  • @celsiusucc @celsiusucc on x
    Earlier today, the Celsius auction concluded and Fahrenheit was selected as the winning bid. The BRIC bid was selected as the backup bid. The Committee appreciates the efforts of Celsius and all bidders for their efforts, which generated significant value for Celsius users.
  • @bond_dog_51 Brent Xu on x
    One thing that every bond trader learns is that there are not bad bonds, only bad prices. There will always be a market for distressed lending assets. And where there is a market, there will be growth. https://www.coindesk.com/...
  • @nataliepropy @nataliepropy on x
    Congratulations to the relentless team who secured this well-deserved deal! Witnessing their 24/7 unwavering dedication in the virtual battleground sparks optimism for the industry! For those who suffered losses with Celsius, there is now hope to recover with Fahrenheit! https://…
  • @brucefenton Bruce Fenton on x
    Fahrenheit buying Celsius? You can't make this up
  • @hmalviya9 @hmalviya9 on x
    Fahrenheit is going to acquire Celsius's assets worth over $2B. Fahrenheit is a crypto consortium. The following companies are part of it. - Coinbase - Arrington Capital - U.S. Data Mining Group - Ravi Kaza, Investment Banker - Steven Kokinos, Former Algorand CEO [image]
  • @celsiansnetwork @celsiansnetwork on x
    FAHRENHEIT OFFICIALLY WON THE BID AND WILL BE TAKING OVER CELSIUS NETWORK BY CREATING A NEW COMPANY.
  • @smtuffy Sean Tuffy on x
    This is just outstanding https://www.coindesk.com/... via @coindesk
  • @arrington_cap @arrington_cap on x
    “The Arrington Capital-backed grouping beat fellow bidder NovaWulf for Celsius' assets” https://twitter.com/...