Genius Group (GNS) Investor Update summary

Strategic vision and 2025 outlook

• Aims to become a leading Bitcoin Treasury company with a target of 1,000 BTC in treasury by 2025 and $1 billion in value by 2030, already holding 372 BTC as of January 2024.

• Plans to expand its AI-powered education platform to 100 cities and 100 million students by 2030, integrating blockchain-based micro-learning and tokenized student credits (GEMs) linked to Bitcoin.

• Education business targets $20 million in revenue for 2025, supporting operational costs and long-term sustainability.

• Genius City model to launch in 20 cities by 2025, focusing on lifelong learning communities powered by AI and blockchain.

• Board and executive team strengthened with blockchain and Bitcoin experts to support growth and innovation.

Bitcoin Treasury strategy and benchmarking

• Rapidly acquired 372 BTC for $35M within two months, aiming for $120M in Bitcoin holdings by December 2025.

• Rights offering aims to increase Bitcoin holdings to over 800 BTC by February 2024, with 100% of proceeds allocated to Bitcoin purchases.

• Utilizes a $150M ATM facility and a $14M Bitcoin loan to accelerate treasury growth, with additional loan financing of up to $20 million planned.

• Singapore domicile provides 0% capital gains tax on Bitcoin gains, offering a competitive advantage.

• Benchmarking progress against Metaplanet, which saw significant market cap and BTC growth after a similar rights issue.

Rights offering details and shareholder impact

• Shareholders as of January 24, 2024/2025, receive one transferable right per share, allowing purchase of new shares at $0.50 each.

• Rights are tradable on NYSE American from January 23 to February 13/14, 2024/2025, with oversubscription privileges for those exercising all rights.

• 100% of net proceeds (up to $33M if fully subscribed) will be used to purchase Bitcoin; additional loan financing of up to $20M is planned.

• If fully subscribed and combined with loans, Bitcoin Treasury could rise to $87 million.

• Largest shareholder and CEO is participating in the rights offering and has purchased additional shares.