Key Takeaways:
- Genius Group targets $827M Bitcoin treasury and $800M AI portfolio
- $1.2B raise via perpetual preferred securities avoids common-share dilution
- Bitcoin purchases to restart in Q4 2026, $2B total assets by FY2031
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Genius Group plans $1.2B raise for Bitcoin, AI treasuries
Genius Group plans to raise $1.2 billion through perpetual preferred securities to build an $827 million Bitcoin treasury and an $800 million AI portfolio.
"Perpetual preferred capital is the ideal instrument to accelerate the growth of our NAVPS and build our dual treasuries without diluting our shareholders," Roger James Hamilton, chief executive at Genius Group, said.
The NYSE American-listed education company will draw on its existing $1.2 billion SEC shelf registration, declared effective July 18, 2025, targeting an initial $12.5 million offering. Shareholders backed preferred-share issuance with 97.58 percent support and approved a mandate to repurchase up to 20 percent of ordinary shares with 99.54 percent backing.
Genius Group currently holds $106.6 million in net assets and targets $2 billion in total assets by fiscal 2031, with net asset value per share forecast to reach $2 to $4 over five years. Bitcoin purchases are expected to restart in the fourth quarter of 2026.
Bitcoin Treasury Returns After Debt Sale
The plan reverses the first quarter, when Genius Group sold its remaining Bitcoin holdings to help repay $8.5 million in debt. The company first adopted a Bitcoin-first treasury policy in November 2024, holding as many as 440 BTC before a U.S. court order restricted purchases during a legal dispute tied to its Fatbrain AI acquisition. It resumed buying in June 2025 and held 84 BTC valued at about $5.7 million in March before the final sale.
The $827 million Bitcoin target and $800 million AI portfolio would together reach about $1.63 billion. The AI treasury, approved May 27 as the AGI Infinity Portfolio, made its first investments June 1 through funds with exposure to OpenAI, Anthropic, Anduril and Databricks, with SpaceX the largest look-through weighting at 13.5 percent.
Preferred Securities Model
The financing structure follows Strategy's Bitcoin program, which has raised more than $16 billion through four perpetual preferred stock series since introducing STRK in January 2025. Strategy's STRC security recorded $1.53 billion in daily trading volume in May, though its price has traded below its roughly $100 issue level, closing near $88.59 on June 18.
The preferred instruments carry no fixed maturity, and their dividends sit senior to ordinary shareholder distributions. Genius Group said returns above the preferred dividend rate would flow to ordinary shareholders' net asset value, while asset losses or returns below the dividend cost would leave the payment obligations intact.
The final offering size, dividend rate, exchange listing and sale date remain undecided, subject to board approval, securities rules and market conditions. Genius Group's stock closed at $0.18 on Aug. 26, trading at about 0.29 times book value versus a 2.60-times average for the U.S. education sector.
This article is for informational purposes only and does not constitute investment advice.
