Celsius & Ionic Update: $500M Settlement + Why Ionic Digital Could Be Worth a Lot More

Added: 2026-05-26

[00:00:00]What's going on guys? Aaron here.

[00:00:01]Welcome to the video. So, there are some really, really big announcements for Celsius and Ionic Digital creditors. The first is right here, which is huge. So, there is a $500 million payment that is coming to creditors. I want to cover that and I also want to cover this as well. So, this is what is happening with Anthropic and also SpaceX. So, Anthropic is paying SpaceX $1.25 billion a month for AI compute capacity. Now, I want to talk about this in relation to the Ionic Digital stock because yeah, we just got a huge $500 million payment or settlement. Yeah, the lawyers and professionals will take their fees, but this could be a sizable distribution, which we'll cover in a moment, but also this. We are seeing AI companies pay other companies that have compute capacity, which is literally what Ionic Digital is doing, which we'll get to in a moment, a ton of money, which could massively increase the value of Ionic Digital. So, really quick first, the latest update, not too much to discuss really. They mined 20 Bitcoin. They're still holding 2,836 Bitcoin, which is pretty good. Here's the update. Not a whole lot that I want to report here because they're just kind of, you know, mining a little bit of Bitcoin. That's really not, again, the future of Ionic Digital. As you guys know, with the latest website, it's all about AI. So, I want to dive into this story right here.

[00:01:35]GDX Labs and Equities First announce resolution of claims relating to Celsius bankruptcy estate. Settlement includes $500 million in payments and dismissal of adversary proceeding and arbitration.

[00:01:48]So, basically, the Celsius estate is going to get $500 million bucks.

[00:01:53]So, GDX Labs managed the litigation against Equities First through Brick, this whole blockchain recovery investment consortium. You don't have to know what that is.

[00:02:03]Uh this was created in early 2023 to maximize Celsius recoveries. So, all you got to know is this is a lot of money coming back into the estate. Now, estimates say that after maybe the lawyers take their massive cut, uh we could see possibly an 8% increase in our claim. So, that could be a distribution of let's say 8%. Right now, in my estimation, there's between 4 and 6% sitting in the accounts and money probably coming in that will be coming back to us. Um but this is huge. This is 500 million bucks minus fees that will be coming back. So, there will be future distributions. There have been some scam emails coming around, which are very easy to spot at this point. You should know uh basically when there's a phishing email at this point. But there's no distribution set yet. So, do not click on any links. There is no future distribution planned or being sent out yet. But just know that there will be in the future, but I will definitely let you know. So, if you're not subscribed to my station, make sure to subscribe and also join my Celsius email list below as well because I will email you there the moment we know about a future distribution. And next I want to talk about this. Basically, Anthropic paying massive amounts of money for AI compute capacity, which is huge. First though, I want to talk about FTX Creditor who has been a channel partner for a very long time. And if you are holding on to an FTX bankruptcy claim, if you are in the FTX bankruptcy and you are still holding on to your claim, I highly recommend thinking about selling your claim to FTX Creditor. They are the largest claim buyer by number. You can click sell your claim and within 12 hours you will get a quote for your claim. So, if you're in the FTX bankruptcy, and you are tired of following the news and getting little dribbles of money here and there, and you just want to be completely done with it and get a large chunk of money now, go to ftxcreditor.com and go ahead and click sell your claim.

[00:04:07]You can also add Louie over on X as well, as he can help you out directly on X. So, getting back to this, uh this has to do again with Anthropic paying SpaceX 1.25 billion dollars per month through May 2029 for AI compute capacity. So, this is a huge deal between Anthropic, which is enormous, and SpaceX, which has a massive amount of AI compute capacity.

[00:04:36]And literally, again, that's what Ionic Digital is doing. Uh they are powering AI with compute. That's what they're doing. So, I think this is incredibly bullish. And I actually threw into Claude exactly what this could mean for Ionic Digital. So, right here it says, "Anthropic is paying SpaceX this amount of money. Why this is bullish for Ionic specifically? So, demand is insatiable, which we know. If Anthropic alone is spending 15 billion dollars a year on compute, and there are dozens of AI companies with similar needs like OpenAI, Google DeepMind, Meta AI, Grok, etc., the demand for power-ready data center infrastructure is essentially unlimited right now. Ionic Digital has the power infrastructure already built."

[00:05:21]The second is that power-ready sites are the bottleneck right now with these AI companies. So, the reason SpaceX can charge one and a quarter billion a month is because they have the power capacity and infrastructure ready to go. Ionic's entire pitch to the market is exactly that. Power-ready sites delivered with certainty. They're positioning themselves as the same type of solution for hyperscalers who can't wait years for traditional data center development.

[00:05:47]Also, Ionic's new CSO and CTO both came from hyperscale data center backgrounds.

[00:05:54]They're specifically there to attract clients exactly like Anthropic. Large AI companies that need massive compute capacity immediately and are willing to pay premium prices for it. So already this is huge, right? Ionic has positioned themselves exactly like SpaceX with power right now, on demand.

[00:06:14]So they are going to be filling this need in the marketplace and we're getting two people on the team that literally came from hyperscale data center backgrounds. Also, former Bitcoin miners like Ionic have something most data center developers do not, already built, already permitted, already powered facilities. Converting those to AI compute is faster and cheaper than building from scratch. That's exactly what these companies paying over a billion dollars a month need. They need power right now. They don't have the time to build it out themselves. So I hope this is exciting for you guys and I realize that a lot of you guys watching just want to sell your shares, you don't care. Although a lot of you guys watching actually want to buy shares, you guys have been emailing me about that as well. So I think there's going to be a large demand of buyers and sellers once there is a marketplace where there is liquidity in order to buy and sell. Right now there still is no massive marketplace to buy and sell shares. You can't sell them for the market rate. Uh you also can't buy shares as well. Uh so when that changes, I will definitely let you know. So again, subscribe if you haven't already and also join my Celsius email list below. So that is it for the video, right? We got two great news stories in my opinion. We got a $500 million payment to the estate and minus fees, that could be 7, 8% or so of our claim.

[00:07:35]We still have some money sitting in the account or in these accounts that will come back to us, but that could take again years for that to fully play out or for this bankruptcy to completely be over. And then we're seeing a massive need for what Ionic Digital is offering to the marketplace, which is huge. We're actually seeing that in real time, how much AI, how much AI companies need exactly what Ionic Digital can offer. So that alone will increase the price or the premium or the valuation of the company of Ionic Digital. So guys, that is it for the video. Again, check out FTX Creditor. If you are holding on to an FTX claim and you would like liquidity now. Hope you guys are doing well. Till next time, talk with you soon and bye for now.