Genius Group announced its board approved an ambitious $800 million AI treasury strategy planned through 2031.
• Roughly $20 million of the initial funds will be directed into third-party, external funds that hold indirect stakes in SpaceX, OpenAI, and Anthropic.
• The move comes just two months after the company liquidated its "Bitcoin-first" treasury to pay off $8.5 million in debt liabilities.
Shares of Genius Group (GNS) were on track to wipe out their May losses in early-morning trade on Thursday after the company said its board had approved an $800 million AI treasury strategy by 2031, with an initial $100 million allocation to a portfolio it calls the AGI Infinity Portfolio. About $20 million of that would go into funds with exposure to SpaceX (SPCX), OpenAI, and Anthropic.
GNS’ stock rallied over 30% in pre-market trade, on track to erase May losses of around 34%. Retail sentiment on Stocktwits around the company flipped to ‘extremely bullish’ from ‘bearish’ over the past day, and chatter jumped to ‘high’ from ‘normal’ levels.
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The move marks a sharp pivot for Genius Group, which fully liquidated its Bitcoin (BTC) treasury just two months ago in order to reduce debt.
In April, the company sold 84 Bitcoin worth approximately $5.7 million at the time to retire $8.5 million in liabilities. The sale effectively ended the company’s “Bitcoin-first” treasury strategy that had been introduced in November 2024, when management pledged to allocate at least 90% of reserves to Bitcoin. It lasted around 18 months.
Now, the company is attempting to reposition itself around artificial intelligence and private-market AI exposure. Under the newly announced framework, the AGI Infinity Portfolio would be capped at 40% of Genius Group’s total assets. The portfolio would sit alongside the company’s operating businesses and a planned Bitcoin treasury that management said could restart in 2027.
Funding for the strategy is expected to come from operating cash flow as well as the company’s existing $1.2 billion At-the-Market (ATM) facility. The company currently has a market capitalization of roughly $42 million and reported quarterly revenue of $3.3 million for the first quarter of 2026.
The planned exposure to SpaceX, OpenAI, and Anthropic is indirect rather than a direct equity investment in the companies themselves. According to Genius Group, the $20 million allocation would be invested into external funds that hold stakes or exposure tied to those companies.