- Genius Group (GNS) stock surged over 30% Thursday after approving an ambitious $800 million AI-focused treasury strategy.
- The company’s new “AGI Infinity Portfolio” will invest $20 million into funds with indirect stakes in SpaceX, OpenAI, and Anthropic.
- This strategic pivot follows the company’s complete liquidation of its Bitcoin treasury just two months ago to address debt.
- Retail sentiment on Stocktwits reportedly flipped to ‘extremely bullish’ following the announcement.
Shares of Genius Group (GNS) rocketed more than 30% in pre-market trade Thursday, on track to erase a 34% May decline. This dramatic surge followed the company’s board approving an $800 million Artificial Intelligence treasury strategy, as detailed in its corporate announcement. An initial $100 million will flow into a newly created AGI Infinity Portfolio.
Approximately $20 million of that allocation targets third-party funds holding indirect stakes in SpaceX, OpenAI, and Anthropic. This move signals a profound shift for the company, which fully liquidated its Bitcoin holdings in April. That sale of 84 Bitcoin, worth about $5.7 million at the time, was used to retire $8.5 million in liabilities.
Consequently, the firm’s 18-month “Bitcoin-first” treasury strategy has been abandoned. The new AI portfolio will be capped at 40% of Genius Group’s total assets, sitting alongside its operating businesses. Management indicated a potential restart for a Bitcoin treasury could occur in 2027, according to the plans.
Meanwhile, retail trader sentiment on platforms like Stocktwits flipped to ‘extremely bullish’ from bearish. Some users speculated that pre-IPO access to SpaceX shares could become highly valuable, as reported in the community chatter. Other listed funds like the ARK Venture Fund (ARKVX) already offer similar pre-IPO exposure.
Genius Group intends to fund this long-term strategy through operating cash flow and an existing $1.2 billion ATM facility. The company currently has a market capitalization of roughly $42 million, having reported Q1 2026 revenue of $3.3 million. This micro-cap trend of seeking private market AI exposure is gaining traction among other vehicles like Destiny Tech100.
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