Genius Group disclosed that the company plans to finance the Treasury Plan for the next five years by using the $1.2 billion shelf registration in effect to issue publicly registered, permanent priority securities. Under the current scenario, the company hopes to form a total of $2 billion in assets by the fiscal year 2031, of which $827 million is allocated to the Bitcoin Treasury, $800 million to the AI portfolio, with the remainder comprising operations, cash and other assets.
First round to raise $12.5 million
According to the company, the first-round priority issue target was $12.5 million, for investors who preferred the return-oriented products. The tool is initially set to be non-convertable and to pay floating dividends on a monthly basis. Fund-raising will be allocated to the Bitcoin Treasury, the AI Treasury and a United States dollar reserve to cover priority dividends for approximately 18 months.
Currently, companies have not disclosed a specific allocation of funds between three components for the first round. The price of issuance, the level of dividends, the size of issuance, the existence of a listed exchange and the timing of the sale have not yet been finalized. The company indicated that the arrangements still depended on board approval, securities regulatory requirements and market conditions.
2031 Targets are divided into three parts
This $2 billion target does not mean that all funds will go to bitcoin and AI. The structure disclosed by the company was $827 million in the Bitcoin Treasury, $800 million in the AI portfolio and the remaining assets from current operations and cash positions.
Genius Group recently disclosed net assets of $106.6 million, an increase of 57 per cent over the same period of the previous year. According to the company, if the return after the priority capital investment of Bitcoin and AI were higher than the cost of dividends, the excess would directly increase the net assets of ordinary shareholders; conversely, if the asset price fell or the return was insufficient, the preferential dividends obligation would still prevail over the ordinary equity allocation.
Reference Strategy mode of financing
The company indicated that the approach to financing was based mainly on the Bitcoin model of Strategy. Genius Group states that since the launch of Strategy ' s products in January 2025, over $16 billion has been financed through the four PET series.
There is no fixed maturity date for long-term priority securities, and no principal repayment is required at a specific date, but the persistence of dividends costs and preferential compensation arrangements means that the related treasury assets need to cover this part of the cost before the remaining proceeds are passed on to ordinary equity holders.
The bitcoin purchase plan will be restarted.
Before proposing a dual treasury programme, Genius Group had implemented the “bitcoin first” policy, with the goal of allocating at least 90 per cent of the reserves to BTC. The company launched the policy in November 2024 and planned the first round of the $120 million purchase plan. By January 2025, the company held 420 BTCs, which subsequently increased to 440.
However, liquidity pressures later forced companies to adjust their strategies. Genius Group sold the remaining bitcoin in the first quarter of 2026 and used the funds to service the $8.5 million debt. The company disclosed in March this year that it still held 84 BTCs, valued at approximately $5.7 million, prior to their sale. According to the latest version, the company plans to resume the purchase of bitcoin.
The AI Treasury section started in May 2026. At that time, the Board approved the establishment of the AI portfolio, with an initial investment plan of up to $100 million. In June, the company completed its first round of configurations through the relevant funds, covering unlisted technology companies such as OpenAI, Anthropic, Anduril, Databricks and stating that its portfolio also indirectly held company openings such as SpaceX, XAI, Figure AI and Reprit.
Additional information:The company states that the United States Securities Commission declared its shelf registration effective on 18 July 2025, but this does not represent an endorsement by the regulator of the securities themselves or the value of their investments.