Genius Group, a Singapore-based education technology company listed on NYSE American, has announced a five-year corporate treasury plan targeting $827 million in Bitcoin and $800 million in AI investments within a $2 billion total-asset objective for fiscal 2031. The plan was unveiled on August 27 and would be financed mainly through perpetual preferred securities rather than additional ordinary shares.
The company has a $1.2 billion shelf registration declared effective by the SEC on July 18, 2025. Its first proposed preferred securities offering would seek only $12.5 million, with proceeds divided among the Bitcoin treasury, the AI treasury and a U.S. dollar reserve covering roughly 18 months of preferred dividend payments. The securities are expected to be non-convertible and carry a variable monthly dividend. Final pricing, dividend rate, offering size, exchange listing and sale date remain subject to board approval, securities laws, regulatory requirements and market conditions.
Genius Group currently reports net assets of $106.6 million and net asset value of $0.62 per ordinary share. With GNS closing at $0.18 on Aug. 26, the company said its stock traded at approximately 0.29 times book value. Management projects NAV could reach between $2 and $4 per share over five years if the financing, asset purchases and share buybacks are executed, though that depends on Bitcoin and AI performance.
CEO Roger James Hamilton described the structure as a way to fund treasury purchases without issuing more ordinary shares: “Every dollar of preferred capital deployed into our Bitcoin and AI Treasury that generates returns above the preferred dividend rate flows directly to our ordinary shareholders’ net asset value.”
The company said it is using Strategy’s Bitcoin financing program as a model, citing more than $16 billion raised through four perpetual preferred stock series since January 2025. However, it also noted that preferred dividend obligations remain senior to ordinary shareholder distributions, creating costs that treasury assets must outperform.
Genius Group currently holds no active Bitcoin position. It previously adopted a Bitcoin treasury policy in November 2024, reached a peak of 440 BTC, then faced court restrictions tied to the Fatbrain AI asset purchase dispute. After restrictions were lifted, it resumed purchases in June 2025 and targeted 1,000 BTC, but later liquidated its holdings amid liquidity needs. The company sold 102.6 BTC after year-end at an average price of $71,035 for about $7.3 million, and used remaining proceeds to repay $8.5 million in debt.
According to the latest roadmap, Bitcoin purchases are expected to restart in the fourth quarter of 2026. Management believes the period could coincide with a low in Bitcoin’s historical four-year cycle ahead of the next halving expected in 2028. The company has not disclosed the size or price of its first planned BTC acquisition.
The AI component was authorized in May 2026 with an initial investment plan of up to $100 million. Its first allocation came in June through funds providing exposure to private and recently public companies including OpenAI, Anthropic, Anduril, Databricks and SpaceX, with SpaceX holding the largest look-through weighting at about 13.5%. The AI portfolio, called the AGI Infinity Portfolio, would be kept below 40% of total assets under the company’s roadmap.
The announcement is an ambitious corporate accumulation target rather than an immediate funded purchase. Achieving it will depend on raising hundreds of millions of dollars in preferred capital, managing dividend obligations and executing buys over several years.
