Genius Group Eyes $827M Bitcoin Treasury Five Months After Liquidation

The education company announced Thursday it aims to accumulate $827 million in bitcoin and $800 million in AI-related assets by fiscal 2031, marking an ambitious return to cryptocurrency holdings after completely exiting the market earlier this year.

The firm operates what it calls a dual treasury strategy alongside its education operations, combining digital currency reserves with artificial intelligence investments.

Funding will come from a five-year capital plan backed by the company's $1.2 billion shelf registration, which received SEC approval on July 18. The company intends to issue a Perpetual Preferred Security to finance the treasury buildup.

Final details of the proposed security offering remain under discussion with investment banks, the company disclosed. No specific launch date has been set for the capital raise.

CEO Roger James Hamilton framed the initiative as capitalising on what the firm views as a rare convergence of market conditions.

With $106.6 million in net assets, no third-party debt and both AI and bitcoin entering what we believe is their next growth cycles, the conditions are ideal to deploy permanent capital at scale, Hamilton said.

The announcement represents a sharp reversal from the company's position five months ago, when it liquidated its entire bitcoin treasury to eliminate $8.5 million in debt.

At the time of that April 1 disclosure, the firm indicated it would resume building cryptocurrency holdings when market conditions improved. The company held no third-party debt following that transaction.

The April liquidation came amid broader pressure on corporate bitcoin holders, as several firms that had accumulated substantial positions over multiple years began shedding holdings during a prolonged price decline.

Other companies followed similar patterns during the market downturn. Empery Digital, which began its treasury strategy in July 2025 and accumulated roughly 4,000 bitcoin at its peak, sold 370 of its 2,989 remaining coins in April for $24.7 million.

Market conditions have since shifted. Bitcoin climbed above $80,000 this week for the first time since May, driven by renewed institutional demand and improving retail participation.

The price recovery appears to have influenced the company's decision to re-enter the market with a significantly larger allocation than its previous holdings.