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Chronicles

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Binance.US agrees to acquire Voyager Digital's assets out of bankruptcy in a deal worth $1.022B, subject to approval at a hearing on January 5

Binance.US will buy Voyager Digital's assets out of bankruptcy in a deal worth $1.022 billion.  —  Voyager selected Binance.US as the highest …

Bloomberg Claire Boston

Context & Ripple Effects

Binance had previously emerged as the leading bidder for Voyager’s assets, ahead of FTX, at roughly $50 million in reported consideration. The new agreement moves that earlier leading bid into a signed, court-supervised transaction.

The proposed sale became a test of whether a bankrupt crypto platform could be transferred to Binance.US despite regulatory opposition: judges later approved the plan over objections, before Binance.US terminated the agreement in April.

First-order effects

  • Voyager’s asset-sale process shifts from bidding to bankruptcy-court review, while Binance.US becomes the proposed buyer of the platform and assets.
  • Approval at the January hearing becomes the immediate gate for both companies, rather than the rival-bid process that preceded the agreement.

Second-order effects

  • Federal and state regulators gain a formal point to challenge the transaction; their later opposition centered on the proposed sale and Voyager’s VGX token, turning clearance into the deal’s key constraint.
  • The contrast between judicial approval and the eventual termination shows that a court-approved transfer did not by itself secure closing for Binance.US or Voyager.

Third-order effects

  • Distressed crypto-platform acquisitions are becoming governed as much by securities and state-regulatory scrutiny as by bankruptcy bidding, increasing execution risk for buyers seeking failed-platform assets.
  • If that pattern persists, bidders for failed crypto brokers will need to price regulatory clearance separately from the value of customer accounts, tokens, and platform assets.

The trend: Crypto-bankruptcy sales are shifting from auction-driven rescues toward regulatory-contingent transactions in which court approval is necessary but not sufficient.

Discussion

  • @brianshroder Brian Shroder on x
    1/ Today, @BinanceUS was selected highest and best bid in Voyager's reopened bankruptcy asset auction. Once the deal is completed, Voyager users will finally be able to access their digital assets on the https://binance.us/ platform. Read: https://blog.binance.us/...
  • @fintechfrank Frank Chaparro on x
    Voyager Announces Agreement for BinanceUS to Acquire Its Assets Deal provides path for “customer funds to be unlocked as soon as possible”; bid valued at $1.022bn, according to Voyager. https://www.prnewswire.com/...
  • @acityinohio @acityinohio on x
    yeah based on my one data point this year, acquiring Voyager is the first step towards exchange insolvency https://twitter.com/...
  • @patrickackerman Patrick Ackerman on x
    Pretty sure the legal fees to close this will be more than what https://binance.us/ is paying. https://www.prnewswire.com/...
  • @silvermanjacob Jacob Silverman on x
    Sounds like not much real money up front. https://www.prnewswire.com/... https://twitter.com/...
  • @deitaone @deitaone on x
    VOYAGER ANNOUNCES AGREEMENT FOR https://binance.us/ TO ACQUIRE ITS ASSETS
  • @scottmelker @scottmelker on x
    BinanceUS is acquiring Voyager. Voyager managed to secure a shittier deal than even from FTX, from another company subjected to massive FUD. Asset buyout +20m. FTX's bid was +100m. Binance had already bid +50m in original auction. Disappointing. https://www.prnewswire.com/...
  • @karl_0x Karl on x
    Binance has just announced Voyager takeover and the $VGX token is pumping hard as a result It is worth saying that most of the price discovery on such events have happened during the speculation phase, marked by a sell-the-news once they are confirmed https://twitter.com/...
  • @wublockchain Wu Blockchain on x
    Breaking: Voyager announced today that it selected Binance US as the highest and best bid for its assets and valued at approximately $1.022 billion. Binance US will make a $10 million good faith deposit and will reimburse Voyager for certain expenses up to a maximum of $15m.
  • @fintechfrank Frank Chaparro on x
    “BinanceUS will make a $10 million good faith deposit and will reimburse Voyager for certain expenses up to a maximum of $15 million.”
  • @tree_of_alpha @tree_of_alpha on x
    @cobie if only. voyager holders going through an emotional rollercoaster https://www.prnewswire.com/...
  • @tree_of_alpha @tree_of_alpha on x
    NEW: VOYAGER ANNOUNCES AGREEMENT FOR https://binance.us/ TO ACQUIRE ITS ASSETS
  • @tree_of_alpha @tree_of_alpha on x
    VOYAGER DIGITAL LTD - https://binance.us/ BID IS VALUED AT APPROXIMATELY $1.022 BLN