Genius Group Targets $827 Million Bitcoin Treasury Under…

Singapore-based Genius Group has unveiled plans to build an $827 million Bitcoin treasury over the next five years as part of a broader $1.2 billion capital strategy combining cryptocurrency accumulation with investments in artificial-intelligence companies. The NYSE American-listed education technology company announced the strategy on August 27, setting board-approved targets of $827 million for Bitcoin and $800 million for its AI Treasury while aiming to increase total assets to $2 billion by fiscal 2031.The announcement does not represent an immediate $827 million Bitcoin purchase. Genius currently holds no active Bitcoin position after liquidating its previous treasury earlier this year. The company plans to restart BTC accumulation during the fourth quarter of 2026 and progressively build the portfolio as capital becomes available. Its longer-term roadmap positions Bitcoin as the balancing component alongside operating assets and an AI portfolio that the company intends to keep below 40% of total assets.

Preferred Securities Would Finance Bitcoin Purchases

Genius intends to fund the strategy primarily through perpetual preferred securities rather than conventional common-stock issuance. The company has a $1.2 billion shelf registration that became effective with the U.S. Securities and Exchange Commission on July 18, 2025. It plans to use that capacity to issue publicly registered Perpetual Preferred Securities, or PPS, over time. Genius is initially targeting just $12.5 million from its first proposed PPS offering. The securities are expected to be non-convertible and pay a variable monthly dividend. Proceeds would be divided among the Bitcoin Treasury, AI Treasury and a U.S. dollar reserve covering approximately 18 months of preferred dividends.Final pricing, size and timing have not been established. Genius said it has begun discussions with investment banks experienced in preferred securities and digital-asset treasury financing. The structure is intended to avoid issuing additional ordinary shares and therefore minimize direct dilution for common shareholders. It does, however, create a recurring dividend obligation that treasury returns would need to exceed for the strategy to increase value for ordinary shareholders. Genius currently reports $106.6 million in net assets, no third-party debt and net asset value per share of $0.62. Its shares were trading around $0.18 when the plan was announced, giving the company a reported price-to-book ratio of approximately 0.29 times.

Genius Returns to Bitcoin After Selling Entire Treasury

The strategy marks a return to Bitcoin after Genius exited its previous position. The company initially adopted Bitcoin as a treasury reserve asset in November 2024 and subsequently accumulated hundreds of BTC. By early 2026, however, Genius began selling the position. It disclosed that 102.6 BTC were sold after year-end at an average price of $71,035, generating approximately $7.3 million and helping reduce its Bitcoin-backed debt. The remainder was subsequently sold and the proceeds used to eliminate an $8.5 million debt obligation, leaving the company with no Bitcoin.Genius now says it intends to recommence purchases in Q4 2026 because management believes that period could coincide with a low in Bitcoin’s historical four-year cycle ahead of the next halving, expected in 2028. That timing represents the company’s market-cycle thesis rather than a guaranteed price outcome. Bitcoin will sit alongside Genius’s newer AGI Infinity Portfolio. The AI Treasury targets up to $800 million of investments over five years and currently provides indirect exposure to private and recently public technology companies including SpaceX, Anthropic, OpenAI, Anduril and Databricks through investment funds. Genius ultimately models total assets increasing from roughly $280 million in 2026 to $2 billion by the end of its five-year roadmap, with management projecting NAV per ordinary share of between $2 and $4 if the strategy performs as intended.The $827 million Bitcoin target would make cryptocurrency a major component of that balance sheet. But achieving it depends on Genius successfully raising hundreds of millions of dollars of preferred capital, managing the associated dividend costs and executing purchases over several years. The August 27 announcement therefore represents one of the more ambitious corporate Bitcoin accumulation plans announced this year, but it remains a financing and treasury target rather than a funded $827 million Bitcoin acquisition.