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TEXXR

Chronicles

The story behind the story

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Celsius Network CEO Alex Mashinsky says Tether has issued USDT in return for cryptocurrencies, calling into question Tether's claim that it only accepts USD

Stablecoin operator accepts crypto in return for some loans, big customer says  —  A major customer of Tether has said the company lends …

Financial Times

Context & Ripple Effects

The allegation lands on a long-running credibility problem: Tether had already softened its 1-to-1 dollar-backing claim back in 2019, and Celsius is not a neutral accuser — the lender was itself a Tether-backed borrower, having raised a $10M round led by Tether in 2020 and later borrowed USDT against bitcoin collateral. When Tether liquidated that bitcoin-denominated Celsius loan in 2022, overcollateralized about 130%, it effectively confirmed the crypto-for-USDT lending channel Mashinsky now describes.

First-order effects

  • Tether's public claim that it only accepts USD for USDT issuance is directly contradicted by a major customer, putting the company's reserve-composition disclosures under renewed scrutiny.

Second-order effects

Third-order effects

  • If a stablecoin issuer can create its own liability against crypto collateral, USDT functions partly as a credit product rather than a dollar proxy, sharpening the case for reserve audits and regulatory treatment of stablecoins as lenders — the legitimacy gap regulators have been probing.

The trend: Stablecoin issuance is drifting from dollar-backed payments toward collateralized lending denominated in the issuer's own token, with Tether's disclosure cadence — and outside audits — setting the credibility test.

Discussion

  • @jp_koning John Paul Koning on x
    Tether's terms of service explicitly prevents it from creating new USDT stablecoin units for bitcoin: “only money will be accepted upon issuance.” So why is Tether lending USDT to Celsius in return for bitcoin/ethereum collateral? https://www.ft.com/... via @kadhim https://twitte…
  • @patio11 Patrick McKenzie on x
    Reporting confirming what we've known for years: Tether is happy to print coins unbacked by money. I love their response to this allegation, which is essentially “We lied so long it was like we were basically telling the truth, so what's the big deal? The frog boiled long ago.” h…
  • @mayazi @mayazi on x
    The blurry lines between secured loans backing a fraction of USDT (4%) & Celsius's fuzzy practices (30% overcolateralized) is driving 2 of the most practical crypto regualtory actions - blocking crypo lending & stablecoin regulation. https://www.ft.com/...
  • @frances_coppola @frances_coppola on x
    “New USDT is issued for such loans,” he added, and later destroyed when the loan is closed “so it does not permanently increase USDT in circulation”.' This is exactly how banks create and destroy money. https://www.ft.com/...
  • @financialtimes @financialtimes on x
    Exclusive: Tether has been accused of lending out new stablecoins in return for cryptocurrencies — a claim that calls into question the company's promise that it uses only real dollars to issue its tokens http://ft.com/...
  • @frances_coppola @frances_coppola on x
    Tether's business model resembles that of a central bank, but without the legal restrictions that prevent central banks taking credit risk.
  • @frances_coppola @frances_coppola on x
    Celsius is an unregulated crypto bank. Tether is lending it reserves against collateral in exactly the same way that central banks do for regulated commercial banks.
  • @alexisgoldstein Alexis Goldstein on x
    “If you give them enough collateral, liquid collateral, bitcoin, ethereum and so on . . . they will mint tether against it,” Alex Mashinsky of Celsius told the FT https://www.ft.com/...
  • @kadhim @kadhim on x
    Tether's bitcoin-backed lending clashes with dollar promise Story w/ @joshckoliver + @SVR13 https://www.ft.com/...