Over the past 12 months, a considerable number of public companies with significant bitcoin holdings have seen their stock prices outperform bitcoin’s own price appreciation. The best and most illustrative example of this is MicroStrategy, now operating as Strategy Inc., which saw its stock price surge by 352% over the course of the year. The firm has also earmarked its latest round of funding, totaling $2 billion, for purchasing bitcoin and adding to its already significant stockpile.
Meanwhile, over the same time period, bitcoin’s price increased by approximately 120%.
This growing trend of corporate bitcoin treasuries is no longer limited to the United States. Genius Group, a Singapore-based company listed on the New York Stock Exchange (NYSE), is positioning itself as a frontrunner and leader in Asia’s bitcoin treasury movement. Since announcing its treasury initiative three months ago, Genius has accumulated over 440 bitcoin, with a target of 1,000 BTC. This move has not gone unnoticed – its share price has tripled, reflecting growing investor confidence in this strategy.
Asia’s first bitcoin treasury on NYSE
Genius Group stands out from the crowd by being the only Asia-based bitcoin treasury company listed on an American exchange. While its primary focus has been in the education sector, it has pivoted toward bitcoin as a key part of its financial strategy. This transition aligns with a global shift where businesses are leveraging bitcoin as a reserve asset to hedge against inflation and attract institutional investors.
At Consensus 2024 in Hong Kong, Genius Group’s CEO, Roger Hamilton, confirmed that the company formally launched its bitcoin treasury strategy three months ago, rapidly accumulating over 440 BTC. This aggressive acquisition strategy is part of a broader mission to provide a “value layer” for bitcoin – a concept that goes beyond simple investment and incorporates real-world business applications.
Bitcoin treasuries: A growing global trend
Genius Group is not alone in this movement. Around the world, companies are increasingly adopting bitcoin treasuries, recognizing the potential for asset appreciation and market confidence. A notable example is Hong Kong’s Moon Inc., which launched its own bitcoin treasury initiative recently. After purchasing its first bitcoin, valued at $96,150 USD, the company’s market capitalization surged by HK$1 billion, or just over $128 million USD.
The numbers are telling. In November 2023, there were roughly 70 to 80 bitcoin treasury companies worldwide. By early 2025, that number has more than doubled, with over 160 companies now actively holding bitcoin on their balance sheets. This signals an institutional shift toward bitcoin as a strategic reserve asset, much like gold.
Genius Group’s treasury strategy
Genius Group’s treasury strategy is multi-faceted, combining direct bitcoin purchases, capital market funding and strategic reinvestment. In June 2024, the company received approval for a $150 million At-the-Market (ATM) offering, allowing it to raise funds by selling securities over time at prevailing market prices. The funds are earmarked for two primary purposes:
- Accumulating additional bitcoin to strengthen its treasury
- Exploring mergers and acquisitions (M&A) opportunities to maximize shareholder value
One of the most compelling aspects of Genius Group’s approach is its use of bitcoin-backed loans. Partnering with a multitude of specialized bitcoin financing firms, Genius can secure loans worth up to 50% of its bitcoin holdings, using the proceeds to acquire even more BTC. This allows for exponential growth while minimizing capital dilution.
Moreover, investors in the industry are tracking a new key indicator: bitcoin per share (BPS). According to Hamilton, “You’re doing the right thing if the bitcoin-per-share goes up.” This metric ensures that the company’s bitcoin treasury is not just growing, but also delivering higher value to shareholders.
Why Genius Group stands out
Beyond its treasury holdings, Genius Group differentiates itself through its education-focused approach. Originally an EdTech company, it is now integrating bitcoin into its educational ecosystem. The company has partnered with industry thought leaders – including Natalie Brunell and Anthony Pompliano – to create gamified micro-courses on bitcoin and cryptocurrency.
Its Bitcoin Academy is designed to equip both retail and institutional investors with the knowledge needed to navigate the digital asset economy. This educational component adds an extra layer of value to Genius Group’s bitcoin strategy, fostering long-term engagement and adoption.
Additionally, the company’s market dynamics create an attractive investment case. With 66 million outstanding shares priced at $0.45, its market capitalization sits at approximately $30 million, while its bitcoin holdings alone are valued at $45 million. As Hamilton puts it, “Do we want to put a dollar in bitcoin to buy a dollar in bitcoin, or do we want to put a dollar into our own company and buy $1.50 in bitcoin?”
The future of bitcoin treasuries and institutional adoption
The bitcoin treasury movement is poised for massive growth, and institutional adoption is accelerating. Industry leaders like Strategy Inc.’s Michael Saylor emphasize that in the long run, there’s only one thing that can outperform bitcoin, and that’s bitcoin with a value layer. Treasury companies like Genius Group are creating this value layer, combining bitcoin holdings with strategic business operations to maximize investor returns.
Moreover, bitcoin treasuries should prove to be a more resilient investment compared to traditional tech stocks. In the AI sector, for example, if an investor picks the top 10 AI companies, many could fail within a few years. However, with bitcoin treasuries, even if several firms underperform, or even disappear altogether, the underlying bitcoin asset remains intact. This built-in security reduces downside risk while preserving upside potential.
According to Hamilton, the biggest developments in bitcoin treasuries will likely emerge from Asia, particularly in markets like Hong Kong and Singapore. The institutional influx into bitcoin is no longer just an American phenomenon – it is becoming a global financial movement, with Asia seemingly leading the charge.
Conclusion
Genius Group is at the forefront of a rapidly expanding trend – corporate bitcoin treasuries. As the only Asia-based company of its kind on the NYSE, it provides a unique investment opportunity for those looking to gain exposure to bitcoin while benefiting from a structured corporate strategy.
With bitcoin treasuries gaining traction worldwide, investors should consider watching Genius Group closely. Whether through direct BTC accumulation, bitcoin-backed loans or its innovative education initiatives, the company is shaping the future of institutional bitcoin adoption. As more firms follow suit, the financial ecosystem for bitcoin treasuries will only grow stronger, reinforcing bitcoin’s role as a strategic reserve asset in the digital economy.
Genius Group Ltd, is the only Asian bitcoin treasury company listed on the NYSE (New York Stock Exchange).
Learn about Genius and subscribe to its newsletter: https://www.geniusgroup.ai
You can also visit the Genius Group’s corporate website: https://www.geniusgroup.net
