telexfree-logoIn Zeek Rewards, affiliates invested real money which the company then exchanged into “VIP Points”. VIP Points were an inhouse virtual currency that was used to manage affiliate ROIs and re-investment.

1 VIP Point was claimed to equal $1, until the SEC stepped in and shut Zeek Rewards down for being a $600+ Ponzi scheme.

One of ultimate wake-up calls for Zeek Rewards investors who remained in denial about the value of their points, was a statement the court-appointed Receivership issued in March of 2013:

The receiver has determined that because the VIP points aspect of the multi level marketing program did nothing more than redistribute funds between affiliates in Ponzi-scheme fashion, points generated by/or accumulated by affiliates will not be an includable part of an affiliate’s claim for purposes of receiving a distribution from the Receivership Estate.

And just like that, the millions of points Zeek investors had generated via re-investment of their issued points and hoarded away, were reduced in value to $0.

Nothing. Nada. Zilch.

Whether they’re using the Zeek Rewards business model as an instruction manual or not I can’t say, but guess who just started issuing their affiliates “TelexCredits”?

Sometime over the last few days TelexFree removed what was previously a USD amount shown to represent an affiliate’s weekly ROI, and have replaced it with “CR”:

monopoly-money-telexfree-credits-backoffice-april-2014

CR stands for credit, with TelexFree converting all not-withdrawn funds to the new credit system. All future AdCentral ROI payouts will also now be issued in credits, as opposed to USD.

Thus far no official announcement has been made, leaving TelexFree’s investors wondering why they’re being subjected to yet another hastily pushed through change they were given no warning about.

As it stands now, apparently 1 TelexFree credit is equal to $1 USD – but as was demonstrated in the Zeek Rewards aftermath, a Ponzi’s inhouse virtual currency is worthless outside of the scheme itself.

And it doesn’t require an SEC Ponzi shutdown of TelexFree to change the value of the issued credits either. There’s nothing stopping TelexFree themselves changing the inhouse value of their credits as the please.

Why would they do that?

Although no official statistics have been released, TelexFree affiliates commonly cite an estimated four million AdCentral investment positions being held with the company.

At $299 each, this represents a raw dollar investment of $1.19 billion USD.

Sounds impressive, until you consider the ROI liability upon maturation of each position collectively is $4.16 billion (4 million * 1024).

Clearly that’s money TelexFree doesn’t have. And, not withstanding any new investment will only add to their liabilities, due to the new compensation plan changes, going forward it’s unlikely they’ll raise anywhere near the required amount either.

Make up some crap about “regulatory requirements” and bingbaddaboom, all credits are now worth 5 cents. And before affiliates with the most to lose chime in with “they’d never do that”, it’s worth noting that up until a few days ago, you were probably running around telling everyone nothing would happen to your existing AdCentral investment positions too.

Simply put, it’d be a much bigger problem for the company going forward if TelexFree were to maintain weekly USD payouts (they can’t manipulate the value of the dollar).

Despite some affiliates claiming the recent changes are the best thing to ever happen to them, and others treating it as a one-time fee to withdraw at the end of a 52 week AdCentral “contract”, the bottom line is TelexFree as a passive investment opportunity is much less attractive now than it was.

This means new affiliate funds by way of investments are going to, if they haven’t already, come to screeching halt.

With affiliates who have large amounts sitting in their backoffices looking to withdraw their funds one way or another (and refrain from re-investing any of it back into the company as they’d previously done), this presents a substantial cash-flow problem for TelexFree going forward.

Top affiliates can bite the bullet and purchase two additional affiliate positions and 30 VOIP accounts to withdraw their money, but for your average passive investor it’s just not viable to pay up the money TelexFree is now asking for.

With full access to their company-wide accounting reports, management know full-well they’re steering TelexFree towards the inevitable “we don’t have enough money to pay everyone out” scenario. And that’s only if US regulators don’t step in first and shut it all down.

Up until this last change I was entertaining the idea that all of these sudden TelexFree changes might be getting pushed through at the behest of private negotiations with the SEC.

I’m throwing that theory out the window now as there’s no way known they’d encourage the company to set up an inhouse currency and follow in the footsteps of Zeek Rewards. TelexCredits is obviously an initiative TelexFree’s own management have come up with (under Gerry Nehra’s legal advice or otherwise).

Why? If I had to guess I’d say it’s little more than a misguided attempt at good will in the face of the ongoing investigation. Misguided in the sense that, to date, pseudo-compliance has failed to get any Ponzi scheme off the hook.

TelexFree abolished the AdCentral contract renewal fee, only to later re-incorporate it under the facade of affiliates selling VOIP packages. I say facade because due to the lack of competitiveness of TelexFree VOIP, quite clearly it is expected that affiliates buy the newly required additional affiliate accounts and packages.

I haven’t done the exact math, but I suspect if one were to tally up the cost of funding all the new withdrawal requirements oneself and compare it to the previous 20% ROI tax, they wouldn’t be much of a difference.

With that going down like a lead zeppelin, they’ve now pushed through the converting of real money to TelexCredits. The real money invested (that hasn’t been paid out to top affiliates) is still there of course, it’s just now sitting out of reach in TelexFree’s bank accounts.

It’s much harder to argue TelexFree stole your money, or isn’t paying you what you are owed when they only issue TelexCredits. Nobody outside of the respective scheme itself ever treats or seeks to represent Ponzi points credits as actual money.