Genius Group plans to buy $827M in Bitcoin by 2031

Genius Group, a Singapore-based AI education company trading on NYSE American under the ticker GNS, has laid out a five-year capital plan that includes accumulating $827 million worth of Bitcoin by 2031. The company plans to fund the buying spree primarily through perpetual preferred stock issuances, part of a broader $1.2 billion shelf registration that went effective in July 2025.

The Bitcoin treasury is only half the story. Genius Group is simultaneously building an $800 million AI Treasury, bringing its total asset target to $2 billion by fiscal year 2031. For a company with net assets of $106.6 million as of the announcement, that’s roughly a 19x expansion in five years.

The funding mechanism

The capital plan, announced on August 27, 2026, centers on perpetual preferred stock, or PPS. The initial offering is sized at $12.5 million, but the company has runway under its $1.2 billion shelf registration to scale up considerably.

The PPS is structured as non-convertible with a variable monthly rate. That design means the preferred stock won’t convert into common shares down the road, and is designed to grow the company’s net asset value per ordinary share without diluting existing holders.

Genius Group is projecting that its NAVPS could reach between $2.00 and $4.00 per share over the next five years, driven by both the Bitcoin and AI treasury strategies.

A rocky Bitcoin history

This isn’t Genius Group’s first foray into Bitcoin. The company adopted its Bitcoin treasury strategy back in November 2024.

In April 2026, Genius Group liquidated approximately 84 BTC to pay off $8.5 million in debt. The company now reports zero third-party debt, which came at the cost of its entire Bitcoin position.

Genius Group says it plans to re-enter the Bitcoin market in Q4 2026, timing its return to what it sees as cyclical trends favoring accumulation.

The AI treasury angle

The AI Treasury, launched in May 2026, has shown more immediate traction. The initial funding phase targets up to $100 million, and the company’s look-through holdings have already repriced meaningfully higher.

Those holdings include positions in firms like SpaceX and Databricks, which have seen valuations increase between 49% and 154% since Genius Group’s initial investment.

Part of a bigger trend

Treasury-focused public companies have collectively raised over $16 billion since early 2025. The playbook popularized by MicroStrategy, now known as Strategy, has spawned a cottage industry of firms using public market access to accumulate Bitcoin and other alternative assets.

Genius Group’s preferred stock approach, rather than convertible debt, attempts to mitigate dilution scenarios, but introduces ongoing dividend payment obligations. The shelf registration gives Genius Group the legal framework to raise up to $1.2 billion, but shelf capacity and actual demand are very different things.