Genius Group announces entry into digital banking and stablecoin issuance, projecting significant growth opportunities in AI education and finance sectors.
Quiver AI Summary
Genius Group Limited (NYSE American: GNS) has announced its strategic entry into the regulated digital banking and stablecoin market, capitalizing on the intersection of AI education and financial technology. The company has acquired a 9.9% stake in Jewel Bank, Bermuda’s only dual-licensed digital bank, to position itself as a Permitted Payment Stablecoin Issuer, targeting a total stablecoin market projected to grow from $300 billion in 2026 to between $2 trillion and $4 trillion by 2030. Through this venture, Genius Group aims to bolster its AI-powered education ecosystem which has exhibited impressive revenue and profit growth, with Q1 2026 reporting a 171% increase in operating revenue. The company plans to introduce GEMs (Genius Education Merits), blockchain-based tokens, alongside launching a USD-denominated stablecoin named 'JUSD'. Overall, the announcement highlights Genius Group’s forward-looking strategy to integrate its educational offerings with digital banking solutions, enhancing its market position as a leader in both sectors.
Potential Positives
- Genius Group is entering a high-growth market with a projected stablecoin market capitalization of $1.9 trillion to $4 trillion by 2030, enhancing its competitive positioning in digital finance.
- The company's revenue demonstrated substantial growth of 171% in Q1 2026, alongside a gross profit increase of 228%, indicating strong operational performance and profitability.
- The strategic investment of $5 million in Jewel Bank, a dual-licensed digital bank, positions Genius Group as a unique player in the stablecoin issuance space, directly tied to its AI education platform.
- The anticipated launch of JUSD, a USD-denominated stablecoin designed for full compliance with regulatory standards, enhances the company’s credibility and market potential in digital banking.
Potential Negatives
- Disclosure of a going concern issue in the audit opinion raises significant concerns about the company's long-term viability.
- The company is entering a highly competitive and volatile market (stablecoins) where regulatory scrutiny and market dynamics can pose substantial risks to its business model.
- The reliance on an $8 million registered direct offering for funding may indicate potential challenges in accessing capital or investor confidence.
FAQ
What is the significance of Genius Group's entry into digital banking?
Genius Group's entry into digital banking positions it in the fast-growing stablecoin market, enhancing its service offerings and revenue potential.
What is GEMs in relation to Genius Group's offerings?
GEMs, or Genius Education Merits, are blockchain-based tokens aimed at rewarding students for learning, integrated into Genius Group's education platform.
How has Genius Group's financial performance changed in 2026?
In Q1 2026, Genius Group reported a 171% revenue growth and a gross profit increase of 228%, showing strong operational performance.
What dual licenses does Jewel Bank hold?
Jewel Bank holds both a Bermuda Monetary Authority banking license and a Class F Digital Asset Business license, enabling stablecoin issuance.
What is the future outlook for the stablecoin market?
The stablecoin market, valued at $310 billion in May 2026, is projected to reach $1.9 trillion to $4 trillion by 2030.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$GNS Hedge Fund Activity
We have seen 8 institutional investors add shares of $GNS stock to their portfolio, and 4 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VIRTU FINANCIAL LLC added 51,637 shares (+41.8%) to their portfolio in Q4 2025, for an estimated $29,665
- XTX TOPCO LTD added 46,032 shares (+inf%) to their portfolio in Q4 2025, for an estimated $26,445
- TWO SIGMA SECURITIES, LLC added 34,524 shares (+186.3%) to their portfolio in Q4 2025, for an estimated $19,834
- WADDELL & ASSOCIATES, LLC removed 23,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $13,213
- UBS GROUP AG removed 11,952 shares (-37.4%) from their portfolio in Q1 2026, for an estimated $3,889
- GK WEALTH MANAGEMENT LLC removed 10,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,745
- CITIGROUP INC added 5,111 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,936
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Full Release
Unique opportunity at the intersection of AI education and regulated digital banking—the two fastest-growing sectors in global technology and finance
Enters high growth stablecoin market: circulating supply of $300 billion (2026) projected to reach $2 trillion to $4 trillion by 2030
Genius Group positioned to be a Permitted Payment Stablecoin Issuer, launch GEMs (Genius Education Merits) blockchain-based tokens, and build Digital Asset Service Provider capabilities
Genius Group’s scalable, high-demand education ecosystem drives operational revenue growth of 171%, gross profit growth of 228%
SINGAPORE, May 12, 2026 (GLOBE NEWSWIRE) -- Genius Group Limited (NYSE American: GNS) (“Genius Group”, “GNS” or the “Company”), a leading AI-powered education group, today delivered a corporate update on its April 2026 entry into regulated digital banking and stablecoin issuance through Jewel Bank, and the strategic connection to its high-growth, high-demand AI education platform.
Roger James Hamilton, Founder and CEO of Genius Group, commented, “Through our strategic 9.9% equity stake in Jewel Bank, a dual-licensed digital bank based in Bermuda, we are entering a fast-growing stablecoin circulation market valued at $300 billion in 2026, with projected growth to $2- to $4 trillion by 2030. 1 Our Jewel Bank investment was funded using part of the proceeds from our $8 million registered direct offering led by American Ventures, a high-profile investment firm focused in part on AI, crypto assets and digital banking.
“As we build the infrastructure that will connect our digital banking initiative, including GEMs (Genius Education Merits), blockchain credentials, and stablecoin-powered student finance, to our Genius education platform, we believe Genius Group offers investors a unique opportunity at the intersection of regulated digital banking and AI education — the two fastest-growing sectors in global technology and finance.”
Jewel Bank: Digital Banking and Stablecoin Opportunity
In April 2026, Genius Group acquired a 9.9% equity stake in Jewel Bank, Bermuda’s only dual-licensed digital bank, using $5 million of an $8 million registered direct offering in April 2026 led by American Ventures LLC.
Jewel Bank holds both a full Bermuda Monetary Authority (BMA) banking license and a Class F Digital Asset Business Act (DABA) license — the only institution in Bermuda with both. This dual license positions Jewel Bank as a Permitted Payment Stablecoin Issuer under the US GENIUS Act, which was signed into law on July 18, 2025, establishing the first comprehensive federal regulatory framework for stablecoins in the United States.
Key highlights include:
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Entry into $1.9 Trillion to $4.0 Trillion Stablecoin Market:
Stablecoins are the fastest-growing segment of digital finance. Total stablecoin market capitalization exceeded $310 billion in May 2026, with transaction volumes of $33 trillion in 2025 - surpassing Visa. Citi projects the market will reach $1.9 trillion to $4 trillion by 2030.
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‘JUSD’ Stablecoin Launch:
Jewel Bank is developing ‘JUSD,’ a USD-denominated stablecoin with 1:1 reserves backed by cash and US Treasury bills, designed for full GENIUS Act compliance with bank-issued credibility. Target launch is H2 2026.
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Competitive Positioning:
Jewel Bank’s dual-licensed status places it alongside institutions such as Circle ($28 billion market cap), Paxos ($1 billion+ private valuation), and Sygnum Bank ($1 billion unicorn). GNS is the only NYSE-listed equity offering public market investors direct exposure to a fully-licensed digital bank and stablecoin issuer.
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Recent capital raise with American Ventures as Lead Investor:
The $8 million registered direct offering in April 2026 was led by American Ventures LLC, a New York-based investment firm with over $1.4 billion in transactions across 21 vehicles, focused on AI, crypto, drones, and digital banking. Of the proceeds, $5 million has been directed to Jewel Bank operations toward its stablecoin launch.
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Product Suite:
Beyond the JUSD stablecoin, Jewel Bank is building Jewel Settle (real-time digital asset settlement infrastructure), core banking services (accounts, payments, custody), and Banking-as-a-Service capabilities enabling white-label stablecoin and banking infrastructure for enterprise clients.
Genius Group: AI-Powered Education and Accelerating Growth
Genius Group also provided an overview of its AI-powered education ecosystem, including financial performance and previously announced corporate developments. The Company operates through four integrated business units: Genius School, Genius Academy, Genius Resorts and now Jewel Bank, which combine into a Genius City lifelong learning campus model with its own blockchain based sovereign fund, serving 6.1 million students and users across more than 100 countries.
Recent achievements and milestones include:
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171% Revenue Growth in Q1 2026:
Q1 2026 operating revenue was up 171% year-over-year, with gross profit growth of 228% to $2.0 million and positive Adjusted EBITDA of $0.6 million, marking the Company’s continued operational profitability following its Q4 2025 milestone.
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Full Year 2025 Results:
Pro forma revenue of $13.6 million (80% growth), gross profit of $4.9 million (110% growth), total assets of $137 million, and revenue per paying student of $1,856: a 1,053% increase reflecting the Company’s shift to higher-value education programs.
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2026 Revenue Guidance:
The Company expects revenue of $20 million to $22 million and positive Adjusted EBITDA of $1.5 million to $2.0 million in 2026, reflecting continued growth across all three business units.
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Share Retirement Program:
30.1 million shares have been identified for retirement, equivalent to 25.8% of the public float, with the projected share count reducing to 116.7 million shares after anticipated retirements and insider holdings.
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Bitcoin Loyalty Program:
The Company has expanded its Bitcoin Loyalty Program to 18.6 million shares, with a $0.10 per share loyalty payment payable in Bitcoin or cash to shareholders who hold their shares in book entry form at the Company’s share transfer agent.
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Legal Progress:
The Company’s ICC Arbitration resulted in the awarded return of 7.4 million shares and an $8 million cash award. The Company has also filed lawsuits including a RICO complaint and class action against alleged market manipulation, claiming combined damages exceeding $1 billion.
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Post-GENIUS Act Strategy:
The presentation outlines Genius Group’s plans to become a Permitted Payment Stablecoin Issuer, launch GEMs - blockchain-based tokens rewarding students for learning - and build Digital Asset Service Provider capabilities integrating its AI education platform with Jewel Bank’s digital banking infrastructure.
Two new investor presentations (Genius Group and Jewel Bank) were filed today on Form 6-K with the United States Securities and Exchange Commission and are available at ir.geniusgroup.net and sec.gov .
Compliance with NYSE Guidelines
As previously disclosed in its Annual Report on Form 20-F for the year ended December 31, 2025, which was filed on March 9, 2026 with the Securities and Exchange Commission, the audited financial statements contained an unqualified audit opinion from its independent registered public accounting firm that included an explanatory paragraph related to the Company's ability to continue as a going concern. See further discussion in the footnotes to the Company's financial statements included in the Company's Annual Report on Form 20-F. This announcement is being made to comply with the NYSE American LLC Company Guide Section 610(b), which requires public announcement of the receipt of an audit opinion containing a going concern paragraph. This announcement does not represent any change or amendment to the Company's financial statements or to its Annual Report on Form 20-F for the year ended December 31, 2025.
The Company filed its Annual Report for the year ended December 31, 2025 on Form 20-F, with the SEC on March 9, 2026. A full copy is available at https://ir.geniusgroup.net/sec-filings/annual-reports . A hard copy of the Annual Report is available from the Company upon written request at [email protected] .
About Genius Group
Genius Group (NYSE: GNS) is a Bitcoin-first business delivering AI powered, education and acceleration solutions for the future of work. Genius Group serves 6 million users in over 100 countries through its Genius City model and online digital marketplace of AI training, AI tools and AI talent. It provides personalized, entrepreneurial AI pathways combining human talent with AI skills and AI solutions at the individual, enterprise and government level. To learn more, please visit geniusgroup.ai .
Forward-Looking Statements
Statements made in this press release include forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements can be identified by the use of words such as “may,” “will”, “plan,” “should,” “expect,” “anticipate,” “estimate,” “continue,” or comparable terminology. Such forward-looking statements are inherently subject to certain risks, trends and uncertainties, many of which the Company cannot predict with accuracy and some of which the Company might not even anticipate and involve factors that may cause actual results to differ materially from those projected or suggested. Readers are cautioned not to place undue reliance on these forward-looking statements and are advised to consider the factors listed above together with the additional factors under the heading “Risk Factors” in the Company's Annual Reports on Form 20-F, as may be supplemented or amended by the Company's Reports of a Foreign Private Issuer on Form 6-K. Consolidated financial statements as of December 31, 2025 were prepared on a going concern basis. The Company assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events, new information or otherwise. No information in this press release should be construed as any indication whatsoever of the Company’s future revenues, results of operations, or stock price.
Non-IFRS Financial Measure
We have included Adjusted EBITDA because it is a key measure used by our management and board of directors to understand and evaluate our core operating performance and trends, to prepare and approve our annual budget and to develop short- and long-term operational plans. In particular, the exclusion of certain expenses in calculating Adjusted EBITDA can provide a useful measure for period-to-period comparisons of our core business.
We calculate Adjusted EBITDA as net profit / loss for the period plus income taxes and social contribution plus / minus finance revenue /expense result plus depreciation and amortization plus impairments plus revaluation adjustment of contingent liabilities plus share-based compensation expenses plus bad debt provision.
Contacts
For enquiries, contact
[email protected]
1 McKinsey & Company (Feb 2026, Citibank (Sept 2025)