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Celsius Network

Celsius Network LLC was a centralized lending platform founded in 2017 by that allowed users to deposit digital assets to earn interest through and borrowing mechanisms, while promising akin to traditional banking without intermediaries. The platform grew rapidly by offering high yields on deposits, attracting over 600,000 accounts and billions in by marketing itself as a safer alternative to banks for the "unbanked" in crypto, though it operated without federal and relied on risky investments in volatile assets like institutional loans and venture stakes. In June 2022, amid a broader market downturn, Celsius halted withdrawals, transfers, and swaps, citing "extreme market conditions," which triggered a and led to its filing for 11 bankruptcy protection on July 13, 2022, in the U.S. Bankruptcy Court for the Southern District of , leaving customers unable to access approximately $4.7 billion in assets. The collapse exposed operational flaws, including commingling of customer funds with and inadequate , culminating in federal charges against Mashinsky for , wire fraud, and ; he pleaded guilty in December 2024 and was sentenced to 12 years in prison in May 2025. Celsius emerged from bankruptcy in January 2024 restructured as a mining entity, with customer recoveries partially distributed through a reorganization plan prioritizing operations over full restitution.

Founding and Operations

Founding and Leadership

Celsius Network was founded in 2017 by Alexander Mashinsky, an Israeli-American entrepreneur born in and raised in , who relocated to the . The company, headquartered in , was established as a lending and borrowing platform aimed at providing interest-bearing accounts for digital assets. Mashinsky, who had prior experience in technology startups including voice-over-IP services, positioned himself as the visionary leader promoting Celsius as a decentralized alternative to traditional banking. Mashinsky served as from the company's inception, overseeing its growth and marketing efforts that attracted over a million users by emphasizing high-yield rewards on deposited cryptocurrencies. His leadership involved direct promotion of the platform's services, including claims of financial safety and innovation in the crypto lending space. However, following Celsius's Chapter 11 filing in July 2022, Mashinsky resigned as CEO on September 27, 2022, amid ongoing investigations into the company's practices. He was succeeded by Chris Ferraro, the former , who assumed the role of interim CEO to manage the proceedings. In December 2024, Mashinsky pleaded guilty to multiple counts of fraud and related to his tenure at , including misrepresentations about the platform's financial health and . On May 8, 2025, he was sentenced to 12 years in prison by a U.S. District Court, reflecting judicial findings of deliberate that contributed to the loss of billions in customer funds. These developments underscore significant credibility issues in the founding leadership, as evidenced by regulatory actions from the , CFTC, and DOJ.

Business Model and Services

Celsius Network functioned as a centralized cryptocurrency lending platform, enabling users to deposit digital assets into non-custodial wallets to earn interest rewards generated through the lending of those assets to institutional borrowers, such as hedge funds, exchanges, and traders. The platform's core revenue model relied on capturing the interest rate spread: Celsius lent deposited cryptocurrencies at higher yields—averaging around 9% for asset-backed loans—and redistributed a portion to depositors after deducting operational costs, while retaining profits to fund growth and token holder incentives. This approach positioned Celsius as an alternative to traditional banking, promising users passive income on holdings without selling assets, with rewards compounded and paid weekly on supported assets like Bitcoin (BTC) and Ethereum (ETH). Key services included the "Earn" program, where depositors received annual percentage yields (APYs) varying by asset and market conditions—such as up to 6.2% on BTC and 6% on as of late 2021—derived from lending activities rather than staking or yield farming in decentralized protocols. Users could also access collateralized , borrowing fiat currencies like USD or stablecoins against their crypto holdings at low rates starting from 0.1% APR, with loan-to-value (LTV) ratios determining borrowing limits and no traditional checks required. The emphasized overcollateralization to mitigate default risks, requiring borrowers to maintain asset values above loan thresholds, and facilitated withdrawals or transfers subject to . The native token integrated into services by offering utility perks: users holding or using CEL for fees unlocked higher reward multipliers (up to 30% bonuses on Earn APYs), reduced borrowing APRs, and priority access to new features, incentivizing token retention to align user interests with platform sustainability. Celsius also provided functionalities for storing over 40 cryptocurrencies, enabling seamless deposits, withdrawals, and payments, while prohibiting retail-to-retail lending to focus on institutional wholesale markets. This model, however, diverged in practice from advertised low-risk portrayals, as significant portions of deposits were allocated to high-yield, volatile ventures beyond simple lending.

Technology and Security Features

Celsius Network functioned as a centralized lending that incorporated elements for and operations. The core technology relied on for its native CEL , an ERC-20 used to access loans at reduced rates, pay fees, and distribute interest rewards to holders. The supported nodes across multiple blockchains to handle deposits and withdrawals of the top 20 cryptocurrencies by , enabling users to earn yields through algorithmic lending to institutional borrowers, DeFi protocols, and trading desks. Smart contracts automated aspects of loan tracking, verification, and micropayments for global lending pools, with an open providing transparency into borrow-lend dynamics. Integration with exchanges like GDAX and facilitated liquidity and , while auto-trading algorithms optimized interest rates and mitigated risks by dynamically adjusting lending parameters based on market conditions. The HDGCtrl risk forecasting system monitored collateral ratios in real-time, triggering automated margin calls or asset liquidations if values fell below thresholds, such as selling collateral to cover loans. Later developments included Ethereum Proof-of-Stake staking pools, allowing users to participate in validation and earn rewards without direct node operation. Security measures emphasized custodial protections for user deposits, with assets distributed across and wallets to minimize exposure. In November 2019, Celsius partnered with Fireblocks to secure over $400 million in digital assets, leveraging the provider's multi-party computation (MPC) technology for key generation and transaction signing, which eliminated single points of failure in private . Additional protocols included , 256-bit encryption for data transmission, and private-key double vaults to prevent unauthorized access. A portion of assets resided in treasuries, backed by a Lending Protection Pool funded by a percentage of origination fees to cover potential borrower defaults. The platform conducted regular third-party cybersecurity audits and engaged white-hat hackers to simulate attacks and identify vulnerabilities in its infrastructure. Daily external audits verified cash reserves, while withdrawal whitelisting and IP restrictions added user-level controls. In its DeFi arm, CelsiusX, integration with Chainlink's Proof of Reserve in 2022 enabled on-chain of backing, aiming to enhance amid growing concerns over custodial risks. Despite these features, the platform's centralized custody model exposed it to operational risks, as evidenced by the 2022 of withdrawals prior to .

Growth and Expansion

Early Development and CEL Token Launch

Celsius Network, established in , focused its initial efforts on building a blockchain-based lending platform that enabled users to earn interest on deposited cryptocurrencies and borrow against without traditional intermediaries. The company's early development emphasized creating a mobile-accessible , with preliminary versions of its application released ahead of full . In March 2018, Celsius conducted an (ICO) for its native CEL token, an ERC-20 utility token designed to facilitate platform governance, reward distributions, and reduced fees for services like loans. The ICO raised approximately $50 million by selling around 325 million CEL tokens, providing capital for platform expansion and operations. Token generation occurred shortly thereafter, with CEL beginning to trade on exchanges in April or May 2018 at initial prices around $0.22. The launch coincided with the rollout of Celsius's core platform in , allowing users to deposit assets and earn yields derived from lending activities. By the end of , user deposits exceeded $50 million in , marking initial adoption amid the broader market's volatility. This phase laid the groundwork for Celsius's reward model, where holders received loyalty bonuses on interest earnings, incentivizing retention and participation.

User Adoption and Asset Milestones

Celsius Network experienced significant early growth in community-deposited assets following its launch, exceeding $50 million by December of that year alongside $100 million in coin . By May 2019, assets surpassed $200 million, with reaching $1.2 billion, reflecting increasing user participation in its lending and earning model. User adoption accelerated in 2021 amid rising prices and interest in yield-bearing products. In February 2021, the platform reported over 400,000 users and approximately $9 billion in community assets. (AUM) hit $10 billion by March 2021, up from roughly $550 million earlier that year, driven by demand for crypto lending services. Further expansion occurred through mid-2021, with AUM reaching $20 billion by August, representing a 1,900% increase from the prior year. In October 2021, total assets crossed $25 billion, coinciding with more than 1 million customers.
DateAUM MilestoneUsers (if reported)
December 2018>$50 millionNot specified
May 2019>$200 millionNot specified
February 2021~$9 billion>400,000
March 2021$10 billionNot specified
August 2021$20 billionNot specified
October 2021$25 billion>1 million
By May 2022, prior to liquidity issues, Celsius had grown to 1.7 million users with $11.7 billion in AUM, though this marked a decline from the prior year's peak amid market downturns. The platform's expansion was supported by its accessibility and rewards program, attracting retail users seeking alternatives to traditional .

Partnerships and Innovations

Celsius Network established strategic partnerships to bolster its technological infrastructure and operational capabilities. In March 2020, the company announced a long-term collaboration with Chainlink, integrating the latter's decentralized oracle network to provide secure, tamper-proof price feeds for its lending and borrowing services. This integration addressed vulnerabilities in centralized data sources by enabling real-time, blockchain-verified asset valuations, which Celsius CEO described as essential for building a "superior financial platform through ." By October 2020, Celsius had fully incorporated Chainlink's price feeds into its core pricing mechanisms, supporting over 20 assets and enhancing in yield generation. Additional partnerships focused on compliance and user tools. In January 2020, Celsius partnered with ZenLedger to offer automated cryptocurrency tax reporting, providing users with tools to calculate gains, losses, and transaction histories directly from platform data. This integration streamlined tax obligations for retail investors, with ZenLedger's CEO David Kemmerer noting it as a step toward making crypto accessible amid regulatory scrutiny. Celsius also collaborated with Stonegate Global Fund Administration to support institutional crypto fund operations, facilitating custody and reporting for hedge funds and family offices handling billions in digital assets. In terms of innovations, these partnerships enabled Celsius to pioneer hybrid centralized-decentralized features, such as oracle-enhanced lending protocols that combined custodial security with oracles for pricing accuracy. The Chainlink integration represented an early adoption of decentralized data in a custodial lending model, reducing risks in volatile markets and influencing subsequent DeFi lending platforms. Celsius further innovated by tokenizing institutional access through its CEL utility token, which incentivized loyalty via tiered rewards and governance-like voting on platform upgrades, though these features relied on Ethereum's ERC-20 standard without full on-chain execution. These developments positioned Celsius as a bridge between traditional and , though critics later questioned the depth of given the platform's off-chain risk exposures.

Challenges and Controversies

Yield Generation and Risk Practices

Celsius Network generated yields on customer deposits primarily through lending assets to institutional borrowers, hedge funds, exchanges, and retail counterparties, often on a collateralized basis but increasingly including unsecured or under-collateralized loans that reached at least 33% of lending activity by June 2021. Additional methods included staking cryptocurrencies such as via third-party providers like Lido Finance, yielding around 4.4% APR, and direct staking for assets like (AVAX) and totaling $760 million and $580 million respectively by May 2022. The platform also deployed funds into (DeFi) protocols for yield farming on platforms like AAVE and , achieving reported APYs up to 119% on certain positions using staked ETH equivalents, alongside investments in ventures such as Terra's protocol, which resulted in a $30 million loss during its May 2022 collapse after unwinding a $990 million position. Trading activities contributed yields through market-making for the CEL token, cash-and-carry , and spot lending on exchanges like and , with up to 20% of (AUM) placed there by March 2022; mining operations, initiated in October 2020 with investments exceeding $600 million, produced modest outputs such as 5.4 BTC daily by January 2023. Customer deposits in "Earn" accounts, which comprised the bulk of Celsius's $25 billion peak AUM in October 2021, were pooled into an omnibus wallet, granting Celsius legal title and enabling their use as for further borrowing or high-risk deployments, contrary to initial claims of retaining customer ownership. Yields advertised as up to 17-18% APY were largely paid from these generated returns, though actual customer averages hovered around 5.6%, with higher rates tied to holding CEL tokens or altcoins; the platform also used deposits to buy back $558 million in CEL tokens from onward, propping up its price amid internal shortfalls. Risk management at Celsius remained ad hoc until early 2021, lacking formal policies and relying on informal trading desk oversight, with a dedicated only formed in December 2020 to assess opportunities like loans to counterparties rated "A" despite later defaults. Subsequent efforts included a approved in October 2021, liquidity stress tests simulating 50% price drops and 20% withdrawals—which failed by May 2022—and categorization of assets into tiers, yet implementation faltered with unreliable tracking tools like the "Freeze Report," described internally as a "random " missing on in investments. requirements for loans targeted 100-200% coverage, but enforcement lapsed, enabling $1.2 billion in uncollateralized lending by 2022 and exposures to failing entities like and , exacerbating a $5.6 billion liquidity gap by June 2022 amid market declines from $3 to $800 billion. The platform's practices carried inherent risks from asset-liability mismatches, such as using volatile crypto deposits to fund deficits reaching $2 billion by August 2021, heavy exposure over $2 billion posing "existential risk," and negative net interest margins culminating in $663 million cumulative losses from 2018 to June 2022. Former employees reported chronic disorganization and risk-taking, including overrides by CEO on conservative strategies, while allegations highlighted misrepresentations of "safe" deposits with nonexistent liquidity buffers or a claimed $750 million , rendering customers unsecured creditors upon the June 2022 withdrawal freeze of $4.7 billion. These deficiencies, compounded by failures like $105 million losses from staking provider StakeHound due to lost keys and over $800 million in total investment impairments, underscored the unsustainability of promised high yields without commensurate safeguards.

Regulatory Investigations

In September 2021, the Bureau of Securities issued a cease-and-desist order against Celsius Network, halting its offer and sale of unregistered interest-bearing investments, alleging violations of state securities laws due to the Earn program's high-yield accounts functioning as unregistered securities. Similar actions followed from other state regulators, including a multi-state enforcement effort in October 2021 that blocked Celsius from offering interest-bearing crypto accounts, citing parallels to unregistered securities offerings by platforms like . By September 2022, at least 40 state securities regulators had launched investigations into Celsius for potential unregistered securities activity, asset mismanagement, and , particularly amid the platform's withdrawal pause and impending . Following Celsius's July 2022 bankruptcy filing, federal agencies coordinated enforcement actions. On July 13, 2023, the U.S. Securities and Exchange Commission (SEC) charged Celsius Network Limited and its founder and former CEO, Alexander Mashinsky, with defrauding investors through unregistered offerings of the token and Earn interest accounts, as well as making false statements about the safety and backing of customer assets, including claims that assets were fully collateralized when they were not. Concurrently, the (CFTC) filed charges against Mashinsky and Celsius for fraud and material misrepresentations in operating its digital asset lending platform, alleging deceptive practices regarding risk and yield sustainability. The U.S. Department of (DOJ) also indicted Mashinsky on July 13, 2023, for commodities and , accusing him of repeatedly lying to customers about Celsius's financial health, such as claiming "no reason to panic" during liquidity issues while insiders sold assets. The () settled with Celsius on the same date, imposing a permanent ban on handling consumer assets and charging former executives with duping users through misleading promises of high yields without disclosing risks like rehypothecation of customer funds. State-level probes continued, including a 2024 consent order from the District of Columbia requiring Celsius to address failures in disclosing unregistered status of Earn accounts to investors. These investigations culminated in Mashinsky's 2024 guilty plea to charges and his May 2025 sentencing to 12 years in for orchestrating a multibillion-dollar scheme that exposed customers to undisclosed risks.

Allegations of Mismanagement and Fraud

In July 2023, the U.S. charged Celsius Network and its founder with conducting unregistered offerings of securities through the Earn Interest Program from 2018 to June 2022, in violation of the , and with anti-fraud violations under the Securities Exchange Act of 1934. The SEC alleged that Celsius and Mashinsky made false and misleading statements about the platform's trading strategies, risk management, business model, financial health, and the safety of user assets to attract investors to the Earn program and the CEL token. Concurrently, the (CFTC) filed charges against Mashinsky and Celsius for fraud and material misrepresentations in operating an unregistered commodity pool involving digital asset commodities from 2018 to June 2022, claiming the firm pooled customer deposits—totaling around $20 billion—for high-risk loans and futures trading while falsely portraying the platform as safe and profitable. Mashinsky and Celsius were accused of promising high yields on deposits that could not be sustained through legitimate means, resorting instead to increasingly risky strategies that exposed customer funds to significant losses, culminating in a freeze on June 12, , and filing on July 13, . In May , despite public assurances of billions in liquidity, Celsius's liabilities exceeded assets by over $1 billion, highlighting deficiencies in risk oversight and capital adequacy. These practices included aggressive lending to volatile counterparties and investments in high-risk DeFi protocols, which former employees and internal reviews later identified as symptoms of longstanding operational weaknesses predating the market downturn. In December 2024, Mashinsky pleaded guilty in the U.S. District Court for the Southern District of to one count of commodities fraud and one count of , admitting to misleading customers about Celsius's profitability, investment safety, and use of funds for risky ventures during his tenure as CEO. He acknowledged manipulating the token's price since at least 2020 by directing Celsius to spend hundreds of millions on buybacks to inflate its value, while secretly selling his personal holdings for approximately $48 million in profit, thereby defrauding retail investors who deposited about $4.7 billion in inaccessible assets. Mashinsky also admitted to personally withdrawing $8 million shortly before the June 2022 pause, despite assurances of ample . Bankruptcy proceedings uncovered a $1.2 billion shortfall in Celsius's , attributed to mismanagement such as customer assets with , inadequate diversification, and over-reliance on unsecured loans to affiliated entities and high-risk borrowers, which amplified losses during the 2022 market crash. These revelations fueled creditor claims of fraudulent transfers and insider , though the core centered on executive misrepresentations rather than isolated operational errors. In May 2025, Mashinsky was sentenced to 12 years in prison, reflecting the schemes' impact on hundreds of thousands of users.

Bankruptcy Proceedings

Pre-Filing Crisis and Pause on Withdrawals

In early , Celsius Network encountered mounting strains amid a market contraction, with Bitcoin's price falling from over $46,000 in January to around $20,000 by June. On April 12, , the company restricted non-accredited U.S. investors from adding new assets to its Earn platform and halted associated rewards, citing ongoing regulatory discussions. The collapse of the TerraUSD and token in May , which erased approximately $40 billion in market value, intensified withdrawal demands across lending platforms, including Celsius, as users sought to exit amid fears of contagion. These pressures culminated on June 12, 2022, when halted all customer withdrawals, swaps, and inter-account transfers, stating that the action was necessary due to "extreme market conditions" with no specified resumption date. The pause impacted over 1.7 million users holding roughly $11 billion in assets, triggering a sharp sell-off in cryptocurrencies, including a 14% drop in Bitcoin's price that day. Underlying the public rationale, faced acute liquidity shortfalls from its practice of lending customer deposits—transferred to the company under its terms of use—to high-risk borrowers, including uncollateralized or undercollateralized loans to entities like (3AC), which defaulted amid its own insolvency proceedings starting June 27, 2022. Former employees attributed the crisis to longstanding internal deficiencies, including inadequate with a team of only three handling 1.7 million users, and undisclosed allocations of funds to medium- to high-risk (DeFi) protocols. Celsius's exposure to 3AC alone exceeded $1 billion in loans, much of which became irrecoverable as 3AC liquidated, amplifying the platform's inability to meet redemption requests despite holding $4.7 billion in customer obligations against just $170 million in liquid cash at filing. In response to the freeze, Celsius hired firm Alvarez & Marsal on June 30, 2022, to stabilize operations and . The pause eroded user confidence, leading to operational cutbacks such as the of about 23% of its workforce—around 200 employees—on July 3, 2022, as withdrawal backlogs persisted and recovery efforts faltered. These events underscored Celsius's overreliance on volatile, illiquid assets to generate yields of up to 17% annually, without sufficient hedges against market downturns or borrower defaults, precipitating the pre-filing turmoil that ended with its Chapter 11 bankruptcy petition on July 13, 2022.

Chapter 11 Filing and Key Events

On July 13, 2022, Celsius Network LLC and certain affiliates filed voluntary petitions for relief under Chapter 11 of the United States Bankruptcy Code in the United States Bankruptcy Court for the Southern District of New York, assigned to Judge Martin R. Glenn. The filing came approximately one month after Celsius paused all withdrawals, swaps, and transfers between accounts on June 12, 2022, amid liquidity pressures from cryptocurrency market downturns and exposure to distressed counterparties. The debtors reported total assets of approximately $4.4 billion and liabilities exceeding $5.5 billion, resulting in a deficit of $1.19 billion as of the petition date. This shortfall reflected significant holdings in digital assets, including and , alongside claims from over 100,000 creditors, primarily retail users with custodial and "Earn" program deposits. Following the filing, the Trustee appointed an Official Committee of Unsecured Creditors to represent creditor interests, leading to joint administration of the cases. On September 27, 2022, CEO resigned amid ongoing proceedings, stating his intent to focus on creditor recovery efforts while stepping back from operational leadership. A landmark early ruling occurred on January 17, 2023, when the court determined that cryptocurrencies deposited into Celsius's "Earn" accounts—totaling about $4.2 billion—constituted property of the bankruptcy estate under the platform's Terms of Use, rather than segregated customer property exempt from creditor claims. The decision, based on contract interpretation, rejected arguments for customer ownership and enabled the estate to monetize these assets for distribution, though it drew objections from account holders asserting rights. This ruling facilitated subsequent restructuring negotiations by clarifying asset control, despite appeals from dissenting creditors.

Restructuring Plan Approval

The United States Bankruptcy Court for the Southern District of New York confirmed Celsius Network's Modified Joint Chapter 11 Plan of Reorganization on November 9, 2023, following a year-long restructuring process that addressed creditor claims exceeding $4.7 billion. The plan, which treated customer digital assets as property of the estate per a prior July 2023 ruling, provided for the distribution of cryptocurrency holdings valued at over $3 billion to eligible creditors, prioritizing next-interest withdrawals and claims under $5,000 in full value recovery. Creditor voting results demonstrated strong support, with approximately 98% of account holders approving the plan, as tallied during the solicitation period ending in 2023. U.S. Bankruptcy Judge Martin Glenn, overseeing the case in , issued findings of fact, conclusions of , and the confirmation order after resolving objections through plan modifications, including adjustments to and provisions. The approved plan facilitated the wind-down of Celsius's lending operations while establishing a framework for a new bitcoin mining entity, initially backed by mining assets acquired via a May 2023 court-approved auction won by Ionic Digital. This confirmation marked a pivotal step toward effective date achievement, enabling initial distributions to commence in January 2024 upon satisfaction of closing conditions like regulatory approvals.

Post-Bankruptcy Developments

Emergence from Bankruptcy

On November 9, 2023, the for the Southern District of confirmed Celsius Network's modified Chapter 11 plan of reorganization, following approval by approximately 98% of voting account holders. The plan provided for the return of assets to eligible creditors, estimated at over $3 billion in value, while transferring Celsius's and staking operations to a newly formed entity, NewCo, to be owned and controlled by creditors. Celsius officially emerged from on January 31, 2024, marking the completion of its restructuring process after 18 months in Chapter 11 proceedings initiated on July 13, 2022. Immediately upon emergence, the company commenced initial distributions of to creditors via platforms such as and , prioritizing those with claims under $5,000 first. These distributions represented a recovery mechanism derived from liquidated assets, including illiquid holdings and recoveries from related entities, though total creditor recoveries were projected to fall short of pre- claims exceeding $4.7 billion due to market conditions and operational losses. As part of the wind-down, Celsius discontinued its core lending and earning services, shutting down its mobile and web applications on February 29, 2024, to facilitate the transfer of remaining value to creditors and NewCo. NewCo, operated independently under creditor oversight, assumed control of approximately 50,000 mining machines and related infrastructure previously managed by Celsius, aiming to generate ongoing revenue through proof-of-stake validation and activities. This emergence resolved immediate constraints but left unresolved certain preference actions and litigation claims against third parties, with distributions continuing in phases based on claim .

Creditor Distributions and Recoveries

Celsius Network emerged from Chapter 11 bankruptcy on January 31, 2024, initiating distributions of over $3 billion in to eligible creditors under the confirmed restructuring plan. Distributions commenced on February 1, 2024, primarily in , , and other cryptocurrencies, alongside U.S. dollars for certain claims, with payouts processed through third-party custodians and administrators. Eligible creditors, defined as those with allowed claims as of the June 2022 petition date excluding certain institutional and insider claims, received initial recoveries equivalent to a portion of their petition-date claim values, adjusted for plan allocations. By August 27, 2024, the bankruptcy plan administrator had distributed more than $2.53 billion to approximately 251,000 creditors, representing early phases of the payout process. A second distribution of $127 million in late 2024 increased the cumulative recovery rate to 60.4% of eligible claim values. The third distribution, made available in August 2025, totaled $220.6 million, sourced partly from litigation proceeds ($63.2 million) and asset sales ($86.4 million), further advancing recoveries for qualified claimants who had not yet received full plan entitlements. The restructuring plan projects total recoveries approaching 79% of allowed claims through a combination of cryptocurrency distributions, fiat equivalents, and future litigation proceeds held in a dedicated recovery account. As of September 30, 2024, the litigation recovery account held $247 million, managed by the Blockchain Recovery Investment Consortium (BRIC) for pursuing claims against former executives, counterparties, and illiquid assets. Notable settlements include a $299 million agreement with announced on October 14, 2025, which supplements creditor pools without immediate payouts but enhances overall estate value for supplemental distributions. Recovery shortfalls stem from asset illiquidity, market volatility at distribution times, and priority allocations under the plan, with non-eligible claims receiving reduced or no recoveries.

Ongoing Litigation and Settlements

Following Celsius Network's emergence from Chapter 11 bankruptcy in January 2024, the Litigation Administrator has pursued numerous avoidance actions under Section 547 of the to claw back preferential transfers made to customers in the 90 days preceding the June 12, 2022, withdrawal pause. These actions target account holders who directed withdrawals exceeding $100,000, aiming to recover value for the estate and equitable distribution among creditors, with proceedings consolidated before Judge Martin Glenn in the U.S. Bankruptcy Court for the . To resolve these claims efficiently, the implemented a voluntary program, including a "Settlement Matrix" that quantifies resolution percentages based on each defendant's Withdrawal Preference Exposure (WPE) and aggregate exposure tiers. Thousands of exposed account holders accepted the offer, and by mid-2025, mass frameworks were reached with major defense groups, extending terms to remaining defendants while litigation proceeds against non-settlers. Between and June 2025, these efforts generated approximately $33 million in recoveries. A pivotal ruling on July 29, 2025, advanced Phase One of the preference litigation, rejecting defendants' arguments for a statutory cap on liability under 11 U.S.C. § 546(e), affirming domestic jurisdiction over transfers, and holding non-settling parties fully liable without safe harbor protections. This decision, represented by for the Administrator, potentially unlocks hundreds of millions for creditors and sets the stage for Phase Two damages proceedings, with briefing schedules established as of October 7, 2025. Challenges persist, including motions to dismiss certain counterclaims and jurisdictional issues for international defendants, such as EU consumers invoking local protections against U.S. clawbacks. Beyond actions, the secured a $299.5 million settlement with in October 2025, resolving an adversary proceeding filed in August 2024 over 's liquidation of collateral posted by , originally claimed at $4.3 billion. The bankruptcy court had approved the suit's advancement in July 2025, marking a significant recovery despite the reduced amount, facilitated by the Recovery Investment Consortium (). These settlements contribute to ongoing distributions, though adversary proceedings and trials remain active into late 2025.

Arrest and Charges Against Alex Mashinsky

Alexander Mashinsky, founder and former chief executive officer of Celsius Network LLC and its affiliates (collectively, "Celsius"), was arrested on July 13, 2023, in on charges related to a multibillion-dollar scheme targeting the company's customers. The arrest followed the unsealing of an by a in the U.S. District Court for the Southern District of , which accused Mashinsky of orchestrating misrepresentations about Celsius's financial health, , and yields to induce deposits from over one million customers. Prosecutors alleged that Mashinsky and Celsius's former , Roni Cohen-Pavon, concealed the company's unsustainable , which relied on risky, unhedged lending practices and customer assets, leading to losses exceeding $2 billion when markets declined in 2022. The indictment charged Mashinsky with seven criminal counts: conspiracy to commit securities, wire, and commodities fraud; ; wire fraud; commodities fraud; conspiracy to commit ; and . These charges stemmed from specific actions, including Mashinsky's false public statements—such as claiming Celsius's assets were fully backed, fully , and risk-managed through diversification and hedging—while internally acknowledging liquidity shortfalls and high-risk exposures to volatile assets like altcoins. Additionally, authorities accused him of manipulating the price of Celsius's native through coordinated sales of millions of tokens to create artificial buy pressure, followed by promotional announcements to boost trading volume and investor confidence, resulting in CEL's value surging over 100% on certain days in 2021 before crashing amid Celsius's collapse. In parallel civil actions announced the same day, the U.S. filed a complaint against Mashinsky and Celsius for violating federal securities laws, including unregistered offerings of the company's interest-bearing "Earn" product as securities and anti- provisions through misleading disclosures. The also charged Mashinsky with commodities and making material misrepresentations in connection with Celsius's lending platform, emphasizing deceptive claims about the safety of customer deposits used in leveraged trading and yield generation. U.S. Attorney Damian Williams stated that the charges underscored the applicability of traditional statutes to platforms, regardless of their innovative claims. Mashinsky was released on $45 million , with conditions including surrendering his and restrictions on for purposes.

Guilty Plea and Sentencing

On December 3, 2024, Alexander Mashinsky, founder and former CEO of Celsius Network, pleaded guilty before U.S. District Judge in the Southern District of to one count of commodities under 7 U.S.C. § 9(a) and one count of wire under 18 U.S.C. § 1343, admitting to orchestrating a scheme that defrauded investors of over $1.2 billion by misrepresenting the safety of customer assets, manipulating the price of Celsius's proprietary (CEL), and diverting funds for personal use. Mashinsky's plea agreement resolved charges stemming from a July 2023 indictment that originally included seven counts, such as , wire fraud, and price manipulation; the guilty pleas avoided trial but required cooperation with ongoing investigations into Celsius's operations. On May 8, 2025, Judge Koeltl sentenced Mashinsky, then 59, to 12 years in federal prison, a term below the U.S. Department of Justice's recommendation of up to 20 years but reflecting the scheme's scale, which involved false claims about Celsius's and asset backing while the platform lent customer deposits to high-risk ventures, contributing to its collapse. The sentencing included orders for Mashinsky to pay approximately $45 million in forfeiture and restitution, forfeit luxury assets acquired with misappropriated funds, and serve three years of supervised release upon completion of his term, with prosecutors emphasizing the fraud's role in eroding trust in centralized lending platforms.

Implications for Other Involved Parties

In addition to criminal proceedings against former CEO , the U.S. () filed civil charges in July 2023 against two other former Celsius executives—Shlomi Daniel , the ex-chief technology officer, and Hanoch Goldstein, the former —for allegedly duping consumers through misrepresentations about the platform's safety, liquidity, and yield-generating practices. These charges, which remain pending as of late 2023, accuse the executives of violating the FTC Act by promoting unsustainable rewards backed by consumer deposits that commingled and risked on illiquid investments, potentially exposing Leon and Goldstein to permanent bans from handling consumer financial assets, monetary penalties, and restitution orders if liability is established. The 's parallel settlement with itself imposed a permanent barring the reorganized entity from managing consumer cryptocurrencies, underscoring agency scrutiny extending beyond Mashinsky to operational leaders who endorsed promotional claims. Celsius's bankruptcy estate pursued recovery actions against external partners, notably reaching a $299 million in October 2025 with Holdings Limited over disputed claims stemming from Tether's demands for under a agreement amid Celsius's 2022 , which the estate alleged exacerbated the collapse through aggressive enforcement. This resolution, negotiated by a consortium including VanEck affiliates, avoided prolonged litigation over Tether's role in freezing $846 million in , allowing the estate to distribute funds to while highlighting risks for issuers entangled in lending platforms' failures. Similar adversary proceedings targeted insiders and affiliates for preferential transfers, including suits against entities linked to Mashinsky, though broader implications for non-executive partners like operators were mitigated by the transfer of Celsius's ASIC rigs and to in November 2023, enabling continued operations under control without direct legal encumbrance on those service providers. Creditors and early withdrawers faced implications through estate-initiated clawback litigation, with U.S. courts upholding over foreign users in August 2025 for recoveries of crypto transferred pre-bankruptcy, potentially forcing repayments despite EU consumer protections against such actions under data and laws. These proceedings, ongoing into 2025, reflect the estate's mandate to equalize distributions but have drawn criticism for extraterritorial reach, affecting thousands of holders who benefited from Celsius's "pause" on withdrawals in June 2022. Overall, while Mashinsky bore primary criminal accountability, the fallout distributed civil and financial liabilities across executives, partners, and users, reinforcing creditor priorities in crypto bankruptcies.

Industry Impact and Analysis

Effects on Crypto Lending Sector

The collapse of Celsius Network, which filed for Chapter 11 on July 13, 2022, after halting withdrawals on June 12, 2022, intensified systemic pressures within the centralized lending sector, accelerating a wave of insolvencies among peer platforms. had filed for just days earlier on July 5, 2022, amid similar exposure to falling asset prices and defaults from borrowers like , but Celsius's failure—managing over $25 billion in assets at its 2021 peak—amplified market contagion, leading to BlockFi's in November 2022. These events exposed interconnected lending practices, where platforms rehypothecated customer deposits to generate yields, mimicking traditional banks without equivalent safeguards like , resulting in rapid outflows estimated at 20% of Celsius's customer funds over 11 days following withdrawal halts. Investor confidence eroded sharply, with Celsius creditors facing losses exceeding $5 billion due to insufficient liquid assets to cover claims, prompting a broader retreat from high-yield crypto lending products during the 2022 "crypto winter." This shift manifested in reduced deposit volumes across surviving platforms, as retail participants grew wary of custodial risks and opaque operations, contributing to a temporary contraction in centralized finance (CeFi) lending activity. Regulatory responses heightened scrutiny, with the U.S. Securities and Exchange Commission filing charges against and its founder on July 13, 2023, for misleading investors on risk management, and the securing a settlement that permanently barred from handling consumer cryptocurrencies. These actions, alongside bankruptcy court rulings affirming platform ownership over "Earn" account deposits under , underscored legal ambiguities in custody and spurred discussions on amendments for digital assets, though no comprehensive federal licensing framework for lenders emerged immediately. By 2025, CeFi lending volumes had partially rebounded to approximately $17.78 billion, reflecting renewed interest amid higher prices, yet platforms adopted more conservative leverage ratios to mitigate run risks highlighted by the fallout.

Economic Lessons and Risk Factors

The bankruptcy of Celsius Network, filed on July 13, 2022, exposed fundamental economic vulnerabilities in centralized lending models, where platforms promise high yields on customer deposits while deploying those funds into illiquid, high-risk investments. A core lesson is the peril of liquidity mismatches: Celsius held short-term, on-demand deposit liabilities exceeding $11 billion by May 2022, yet only 24% of its assets were liquid enough to be deployed within seven days, leaving a $5.6 billion shortfall by mid-June. This structure mirrored traditional but amplified risks in volatile crypto markets, where asset values plummeted 75% from late 2021 peaks, triggering mass withdrawals and a $1.4 billion net asset loss in May alone. Over-leveraging and inadequate collateralization further underscored the unsustainability of yield-chasing strategies. Celsius extended unsecured or under-collateralized loans comprising up to 33% of its portfolio by June 2021, often exceeding internal limits—such as loans to that doubled approved caps—and achieving leverage ratios of 10-20x on certain positions. Promised yields, like 6.5% on and up to 18.63% APY on assets like Synthetix (SNX), accrued $1.36 billion in liabilities against insufficient revenue, resulting in a cumulative deficit of $663 million from 2018 to June 2022. These practices relied on continuous inflows to fund payouts, resembling a Ponzi dynamic vulnerable to market downturns rather than genuine profitability. Counterparty and concentration risks amplified the downfall, as Celsius suffered massive losses from interconnected failures in the crypto ecosystem. Exposure to (3AC), which collapsed in June 2022, contributed to hundreds of millions in unrecoverable loans, alongside defaults from entities like ($1.514 billion borrowed by April 2022) and StakeHound ($105 million). Illiquid holdings, including $579 million in mining equipment and 29.6% of assets in native CEL tokens at peak valuation, locked up capital and eroded value during the bear market. Customers ultimately faced $5 billion in losses, highlighting how retail depositors bear the brunt when platforms commingle and rehypothecate funds without sufficient buffers. Transparency deficits and governance failures represent another key lesson, as Celsius misrepresented its risk profile and used customer assets for unprofitable ventures like $558 million in token buybacks. Internal data revealed deficits ballooning from $1 billion in July 2021 to $2 billion by August, yet public communications downplayed solvency issues until the withdrawal freeze on , 2022. For lending platforms, this underscores the need for rigorous, independent audits, diversified portfolios, and conservative leverage to withstand volatility, rather than opaque models prioritizing growth over prudence. Regulatory scrutiny, as evidenced by and actions, further emphasizes that such platforms function as investment vehicles requiring robust disclosures to mitigate .

Broader Perspectives on Centralized vs. Decentralized Finance

The collapse of in July 2022 exemplified the inherent vulnerabilities of centralized finance (CeFi) platforms, where users relinquish custody of assets to a single intermediary that can engage in opaque, high-risk activities such as leveraged lending to institutional counterparties without sufficient reserves or transparency. , which promised retail depositors yields up to 17% on crypto holdings, commingled user funds and deployed them in uncollateralized loans, leading to insolvency when market conditions deteriorated and counterparties like defaulted, resulting in over $4.7 billion in customer claims. This event, alongside similar CeFi failures like and , demonstrated counterparty risk and in centralized models, where platform operators hold unchecked power to rehypothecate assets, freeze withdrawals during stress, and prioritize their own liquidity over users', often without regulatory oversight matching traditional banking standards. In contrast, (DeFi) protocols mitigate these issues through blockchain-based s that enforce transparent, permissionless rules without intermediaries, allowing users to retain self-custody and verify collateralization directly on-chain. Empirical analyses of losses from 2017 to 2022 indicate that CeFi accounted for two-thirds of the $30 billion in total industry incidents, primarily from platform insolvencies and mismanagement, while DeFi losses—largely from exploits—comprised one-third, often recoverable via protocol upgrades or mechanisms absent in CeFi. Post-Celsius, DeFi lending has demonstrated with over-collateralization ratios typically exceeding 150%, reducing run risks, and by Q2 2025, DeFi captured nearly 60% market dominance in , reflecting user preference for auditable code over trusted custodians amid CeFi's consolidation to a few survivors like and Ledn. The Celsius debacle underscores a fundamental trade-off: CeFi's ease of use and familiarity drive mass adoption but amplify systemic risks from human discretion and central points of failure, whereas DeFi's code-enforced promotes through and immutability, though it demands greater user sophistication to navigate exploits like flash loan attacks, which totaled $10.77 billion across top incidents through 2025. Ultimately, these dynamics reveal CeFi's susceptibility to operator fraud and liquidity mismatches—evident in Celsius's unbacked "Earn" program—versus DeFi's emphasis on verifiable scarcity and incentives, suggesting that hybrid models or regulatory sandboxes may evolve, but pure better aligns with cryptocurrency's ethos of to avert custodial overreach.

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