Genius Group, an AI-driven education and Bitcoin treasury company, said it sold the remainder of its Bitcoin holdings in Q1 to reduce debt, joining a broader wave of corporate crypto liquidations during the bear market. The company said it plans to rebuild a Bitcoin reserve once market conditions are more favorable.
The move marks a retreat from the “Bitcoin first” policy announced in November 2024, when Genius pledged that 90% or more of its current and future reserves would be held in Bitcoin. As of March 2026 the company held 84 BTC, worth roughly $5.7 million, before the Q1 sale. Holdings had already been falling since April 2025 after a U.S. court temporarily barred the company from expanding its Bitcoin treasury; purchases resumed in June 2025.
Genius’s sale came alongside a strong first quarter: revenue rose 171% year‑on‑year to $3.3 million and gross profit jumped 228% to $2 million. The company swung from a $500,000 operating loss in Q1 2025 to a $2.7 million net profit in Q1 2026.
Genius is one of several firms trimming or liquidating Bitcoin positions in 2026. Marathon Digital Holdings sold about 15,133 BTC in March for roughly $1.1 billion, using proceeds to repurchase nearly $1 billion of convertible notes and for general corporate purposes, trimming its treasury to about 38,689 BTC. Mining firm Bitdeer sold its entire stash of 943 BTC and offloaded newly mined coins, leaving it with no holdings as of February. Other corporate moves this year include Bitcoin miner Cango Inc., which sold 4,451 BTC, and AI firm GD Culture Group, which authorized sales of some of its roughly 7,500 BTC in February.
By contrast, MicroStrategy has continued to accumulate Bitcoin and accounted for the bulk of corporate purchases this year. The firm’s most recent disclosed purchase was 1,031 BTC on March 23; its total corporate holdings have grown substantially, far outpacing other public buyers and helping to concentrate corporate demand in a single buyer.
Genius said it will monitor market conditions and consider rebuilding its Bitcoin treasury when it believes timing and liquidity are appropriate. Readers are encouraged to verify details independently.