A few days ago, and yesterday, I mentioned that a new piece was coming, and I've had quite a few people asking where it's at.
The truth is, the deeper I dug into the last 25 days of GNS, the bigger the piece became.
What started as a simple update turned into something much larger because when I laid all of the developments out on a timeline and started connecting the dots, I realized there was a much bigger question that needed to be answered first.
How does a company remove approximately 36.6 million shares from effective circulation, continue advancing multiple corporate initiatives, continue moving litigation forward, continue reducing potential future supply, continue attracting long-term holders, and yet somehow end up with a lower share price than where it started?
That's not a bullish question...
That's not a bearish question...
That's a mechanics question...
And those are the questions I care about.
Anybody can look at a chart and tell you the price went down. The harder part is understanding whether the price movement actually reflects the underlying reality of what's taking place.
Over the last few weeks we've had float reductions, ERL developments, LZGI developments, buyback activity, AGI announcements, Bitcoin strategy expansion, court cases advancing, continued DRS accumulation, elevated dark pool volume, increasing borrow costs, and multiple trading sessions where volume exploded well beyond normal averages.
Most people look at those events individually. I'm interested in understanding how they interact with one another because markets usually don't move on isolated events. They move on the combined weight of dozens of moving parts colliding at the same time.
That's what takes time. Not finding the information, but explaining it in a way that makes sense.
Anybody can throw a prompt into AI and generate a few thousand words while spam posting repetitive content. What takes work is building a thesis, pressure testing it, identifying where the weaknesses are, identifying where the strengths are, and then figuring out how to explain all of that to retail investors without turning it into a dry, boring textbook.
That's why my DD takes longer than others.
"The Shady Bunch" is still coming, and it's actually one of the more entertaining pieces I've written (working on a ton of GIFs for it)...But this one jumped the line.
Before we start talking about the cast of characters in the Swamp, I think it's important to first understand what has actually happened over the last 25 days and why there appears to be such a massive disconnect between price action and the underlying mechanics.
My job isn't to tell people what to think. My job is to show the math, explain the mechanics, connect the dots, and let people reach their own conclusions using critical thinking skills.
Reach one, teach one. The more we equip retail with knowledge, the easier our fight against The Swamp becomes.
I hope to see you all soon (before the weekend ends). Like, follow, and share if you can. It's the only way my content reaches new eyes and helps improve retail's overall understanding of this play and the market as a whole.
Whether you end up bullish, bearish, or somewhere in between after reading it doesn't really matter to me. What matters is that you're working from the full picture instead of a headline, a tweet, or a narrative.
The TLDR and talking points for the upcoming piece are listed below.
OneLove and StayBlessed
NumbersOverNarratives
DiggerBG
#GNS #ERL #Buybacks #Retirements #CTB #DarkPools #AGI #BTC #JewelBank #ASX #Vote #Retail #TheSwamp @geniusacademyai@rogerhamilton
@BullNews2020@Tony_Denaro LilTonyD, I have lakefront property for sale in the Mojave desert for you, your narrative and DIC filings not in question, bravo, it’s the No Response to whether your Conviction longterm is real or not. Use YT platform to get after the real corruption.🧘🏻♂️😎🧘🏻♂️
@BullNews2020 Chime in @Tony_Denaro .. speak up! Fake Bull IMHO. We know you’re swinging when bullish and choice of negative energy when it’s cherry picked bearish price action. Setup your YT chat with a few of the corrupt HF CEOs and question their actions?
@GeoffreyBe55012@Ohitskaykay_St More like the copyrights script for a motion picture! No joking! LFGro! This corrupt POS bad actor activities has reached the end of his road. Closed road signs going up soon enough for Ditzy. 🧘🏻♂️💪🏼🧠🤝🧘🏻♂️
@Ohitskaykay_St Integrity Issues under oath and the mockery of court system from DitZ will ultimately TAKE HIM DOWN! Cross the T’s and Dot the I’s to the GNS Lefal team. Let’s Get Paid! WeWillWin!
"You must not lose faith in humanity. Humanity is like an ocean; if a few drops of the ocean are dirty, the ocean does not become dirty" - Mahatma Gandhi
At $GNS we are building the future - Genius City is a fully AI-powered, Bitcoin-based, tokenized city of lifelong learning. Learn, earn, live & give.
When we work together (and kick out the bad guys) we can 100x our income & impact for the good of humanity. Life doesn't need to be a zero sum game.
$GNS [SETTLEMENT ACHIEVED]
Shawn Carey et al v Michael Moe et al
(aka: LZG shareholders v LZG, Michael Moe and Peter Ritz)
MEDIATION SUCCESS: LZGI shareholders and Executives Strike Settlement to End Major Shareholder Lawsuit
This filing is an official Amended Mediation Disposition Report filed in a Miami-Dade County circuit court on May 26, 2026. It serves as a formal notification that a complex legal dispute involving LZG International, Inc. shareholders and several high-profile executives including Michael Moe, Peter Ritz, Michael Carter, and Eric Pulier has been SUCCESSFULLY RESOLVED.
The core takeaway from the filing is that the lawsuit has ended in a settlement rather than proceeding to a disruptive trial. The original action was filed both individually and derivatively on behalf of LZG which means the plaintiffs were suing company insiders on behalf of the corporation itself.
According to the mediator, Lance August Harke, ALL parties and their respective trial counsel participated in a mediation conference on March 13, 2026. The session was completely successful, culminating in a mutual agreement that removes a massive cloud of legal uncertainty from the companies involved.
With the settlement officially reached, the parties will now move forward to present the proposed terms of the agreement to the court for final judicial approval.
Genius Group achieved a total strategic victory through this settlement, transforming a potentially disruptive lawsuit into a powerful tool that completely dismantled their opponents' position.
Before this mediation agreement was even finalized, the litigation had already accomplished Genius Group's primary objectives.
The Florida court had issued a devastating final judgment against the primary opposing actors, Michael Moe and Peter Ritz, legally stripping Ritz of his CEO title, ejecting both men from the Board of Directors of LZG International, and forcing them to turn over their private financial records.
The settlement simply provides the formal conclusion to a battle that Genius Group had already decisively won.
Furthermore, the timing of this settlement provides massive downstream benefits for Genius Group’s broader financial and legal goals. It comes directly on the heels of the company's major International Chamber of Commerce (ICC) arbitration victory, which awarded Genius Group $8 million in cash and ordered the return of 7.4 million GNS shares.
By settling this Florida case, Genius Group has permanently shut down the main legal venue Moe and Ritz were using to stall that recovery, clearing an unobstructed path for the company to collect its millions and shrink its public share float.
Most importantly, this settlement gives Genius Group ironclad leverage in its ongoing, $750 million federal civil RICO lawsuit against Moe, Ritz, and their associates. Because the Florida case concludes with existing court findings that the defendants grossly abused their positions and intentionally harmed shareholders, those damning admissions are now locked in as permanent, undisputed judicial records.
Genius Group’s legal team can now port those exact findings straight into federal court as undisputed proof of a corporate racketeering pattern, turning a settled state lawsuit into heavy artillery for their multi-million-dollar federal claims.
@xMarketNews@sumo_moon@mclaughli46343@rogerhamilton@BasileEsq@JWesChristian
Latest news - $GNS Plans to Invest in up to Initial US$100 million approved AGI Infinity Portfolio, commencing with pre-IPO exposure to SpaceX, OpenAI, Anthropic, Figure AI and other leading frontier-AI companies.
Five-year growth plan targets $800 million AGI Infinity Portfolio within $2 billion in total assets by FY2031, representing a 14x increase from the Company's current $137 million asset base.
Growth plan based on AGI Infinity Portfolio sized up to 40% of total assets, alongside 60% total assets in operating businesses and Bitcoin treasury, compliant with SEC rules and regulations.
Plan highlights the Company’s current market capitalization of approximately $42 million compared to $137 million FY2025 total assets and projected $280 million FY2026 total assets.
Investor presentation webcast scheduled for June 2, 2026, 9:00 am ET
SINGAPORE, May 27, 2026 (GLOBE NEWSWIRE) -- Genius Group Limited (NYSE American: GNS) (“Genius Group”, “GNS” or the “Company”), a leading AI-powered education group, today announced that its Board of Directors has approved the expansion of its Treasury Strategy to a dual Bitcoin Treasury and AI Treasury with the launch of its new AGI Infinity Portfolio.
The Board has approved an initial target of US$100 million to be invested in the current trends powering the dawn of artificial general intelligence (AGI), with a five-year portfolio target of US$800 million.
The Portfolio will provide Genius Group shareholders with exposure to a variety of AI, robotics and space companies of the next decade commencing with pre-IPO exposure to SpaceX, OpenAI, Anthropic, Figure AI, Replit, Anduril and Databricks.
Genius Group CEO, Roger James Hamilton said “Genius Group’s mission is to prepare humanity for a post-Singularity future. We educate our students to ride the current wave of exponential change in AI, blockchain and communities."
"Our AI Treasury expands beyond the Company's legacy Bitcoin Treasury Strategy into a dual-pillar designed to give shareholders exposure to two of the most important technology and capital-market secular trends of the next decade.”
"We believe this is the largest capital cycle in the history of modern markets.” Hamilton continued. “According to KPMG Venture Pulse, global venture capital investment reached a record US$331 billion in the first quarter of 2026 alone, with AI-focused companies attracting the majority of the ten largest funding rounds in the quarter."
"These include pre-IPO companies OpenAI, Anthropic and xAI / SpaceX. Our AGI Infinity Portfolio will enable our investors to potentially benefit from an anticipated cross section of the new AI economy, including pre-IPO stock, through their investment in Genius Group."
The Company is hosting an investor presentation on Tuesday June 2, 2026 at 9am Eastern Time to discuss their treasury strategy in detail together with the structure and investment plan of the AGI Infinity Portfolio, and how the strategy complements their education and digital banking plans. Details of the call will be available prior to the call at https://t.co/N4WmhBZfn8
Key Highlights of the Genius AI Treasury and AGI Infinity Portfolio
>> Phase One Pre-IPO access to leading AI companies: Of the Board’s initial US$100 million approved for the AI Treasury, approximately US$20 million will be deployed across a series of funds that provide immediate exposure to pre-IPO stock in SpaceX, OpenAI, Anthropic, Figure AI, Databricks, Anduril, Replit and Shield AI.
>> Phase Two and Three deployment across full AGI ecosystem: The remaining US$80 million of the initial US$100 million is earmarked for deployment across the five-layer AI stack driving the post-AGI economy: power, compute, hyperscalers, frontier models and robotics.
Full PR - https://t.co/t1v8vUHLFh
Many reason why I am expecting $GNS
First I checked GNS's all SEC FILE
Second The company does many
great develop things for the future
Third @rogerhamilton s confident
I really sure THAT WILL BE GREAT CHOICE WHEN I ALIVE
Just reply LFG LFG LGLG GNS🌕🚀🌕🚀🌕🚀🌕🚀
@offgridmate@HouseLowlights Impressive post with the F-Off statement.😭😭 That’s ok though, and as a purist I’ll give you the 9 of 12 blocks as CLEAN. I’ll also take the 6 points off those “potentially” missed/biased calls and big 6 point difference in the game. My premise to argument is strong/unbiased.💯
This is exactly what they do...Jump on other known troll posts, and spread surface level FUD, all while gaslighting. This guy distinctly attempts to call out people ignoring information while simultaneously ignoring ALL other information and context. I couldn't make this up if I tried.
This is a horrible take, and a classic FUD move: drop a couple of full-year audited bars with zero context, slap on some scary red ink, and call it analysis while ignoring everything management has said about the turnaround.
- No mention that management explicitly called 2025 the restructuring/consolidation year. They reorganized into three core profitable units (Genius School, Genius Academy, Genius Resorts) + Genius City model, and cleaned up extraordinary/one-off costs.
- No mention that the big net loss included $42.9M in non-cash items (impairments, discontinued ops provisions, legal fees, restructuring, stock comp). Management has repeatedly said most of these are one-time costs and won't repeat.
- No mention that operating cash burn was slashed 76% ($46.3M → $10.6M). A $35.7M improvement in one year.
- No mention of management’s direct quote on these results: “The Company’s financial results represent the completion of a successful consolidation of operations for our planned growth in 2026.” Your graph literally shows the cleanup year, not the execution year.
- No mention of operational profitability being achieved for the first time across the three units in Q4 2025.
- No mentioning of the Q1 2026 results (April 1): Operational revenue $3.3M (+171% YoY) Gross profit $2.0M (+228% YoY, 62% margin) Net operating profit +$2.7M (vs -$0.5M loss) Adjusted EBITDA +$0.6M.
- No mention of their major liquidity wins: full $8.5M debt payoff, ICC arbitration win ($8M cash + 7.4M shares to retire), and a recent capital raise. All which reduce balance sheet risk.
- No mention of pro forma revenue growth: $13.6M (+80% YoY) shows the underlying business momentum post-restructuring.
- No mention of Roger's skin in the game, and that he is still buying...which directly shits on the "executives just avoiding Chapter 11" narrative. He’s bought 5.5 million shares for $2.9 million since Jan 2024.
- No mention that GNS is retiring 30.1 million shares (~25.8% of the public float) via the ERL exercise and ICC win.
- No mention of the ASX Dual listing progress. The In-Principle Advice Application has already been filed, and they are advancing it alongside the clean 20-F. This demonstrates institutional credibility.
Q4 and Q1 already showed margin expansion and unit-level improvements. If GNS hits guidance, or close to, the 2025 GAAP numbers become ancient history fast...and these FUD farmers know that.
Execution risk exists, but the trajectory and management's own metrics are clearly inflecting, and these guys either refuse to admit that, or they are incapable of forward thinking. Next time at least show the full picture instead of timing FUD on dips.
OneLove
NumbersOverNarratives
DiggerBG
#GNS #FUD #CherryPicker #NumbersOverNarrtive @rogerhamilton