Genius Group's Bitcoin Pivot: From 440 BTC to Zero, With Plans to Try Again Later

Genius Group has gone full circle on its Bitcoin strategy, selling off its entire crypto stash to pay down $8.5 million in debt. The company entered a Bitcoin-first approach in late 2024 following the US election, building up a treasury that peaked at 440 BTC by February 2025. After a court order put the brakes on fundraising and share issuance, Genius Group started trimming its position. By February 2026, only about 84 BTC remained after prior sales that included roughly 86 BTC moved in the month prior. The final Bitcoin was liquidated to wipe out liabilities, with the company selling at a loss and ending up with zero crypto reserves. In what can only be described as a masterclass in timing the market about as well as calling the top on a meme coin, the treasury went from hero to zero faster than you can say "HODL."

Despite the treasury reset, operational numbers told a different story. Q1 2026 brought $3.3 million in revenue, up 171% year-over-year, with gross profit at $2.0 million and net operating profit at $2.7 million. Adjusted EBITDA came in at $600,000 as the company pivoted toward higher-margin education programs and experiential learning. While the Bitcoin treasury was getting rekt, the actual business was out here doing numbers—turns out teaching people things and running resorts is slightly more profitable than holding the dip. Who knew?

The company indicated it will rebuild its Bitcoin treasury when market conditions improve. CEO Roger Hamilton said the group remains focused on three units: Genius School, Genius Academy, and Genius Resorts. Legal matters progressed during the quarter while management kept its eye on operations and growth initiatives. The "when conditions improve" line is basically the crypto equivalent of "I'm not mad, I'm just disappointed"—a polite way of saying we'll be back for round two once the market stops looking like a crime scene. Classic treasury playbook: sell low, promise to buy high later.

On the operational front, Genius Academy expanded AI-powered learning programs for enterprises and government partners, targeting workforce training and skills development. Genius School launched in Bali with an integrated primary through secondary curriculum under the Cambridge system. Genius Resorts contributed incremental revenue through experiential education events hosted in Bali that blend curriculum with immersive, on-site instruction. Nothing says "Web3 education" quite like running actual schools in Bali—real desks, real teachers, no blockchain required. The pivot from trading Bitcoin to actually teaching people how to code? Respectable. Revolutionary, even.

The "Genius City" initiative in Bali continues scaling, designed to build out combined education and living hub capacity for students and residents. Insider buying signaled confidence, with the CEO accumulating 5.5 million shares since 2024. The return to net profitability came supported by reduced debt