Genius Group Holdings (GNS), a micro-cap education technology business, made headlines by increasing its position in Bitcoin (BTCUSD) up to a maximum of 100 BTC following a favorable court ruling in May 2025. The action shows the company following in Microstrategy’s (MSTR) footsteps — storing Bitcoin as a strategic treasury asset despite it being a small-cap firm with risky finances. With shares dipping 16.5% during the previous week, investors question whether Genius Group’s crypto-oriented strategy is going to reignite bullish sentiment or introduce additional speculative risk.
The general market backdrop fans the debate. Bitcoin recently hit a new record above $110,000 reviving retail optimism for crypto-related stocks. But while the S&P 500 Index ($SPX) trades just shy of record levels, speculative small-cap stocks such as GNS have fared poorly in comparison. For Genius Group specifically, this appears to be at least partially due to regulatory setbacks.
