Genius Group (GNS) Investor presentation summary

Strategic partnership and acquisition highlights

• Acquired 9.9% equity stake in Bermuda's only dual-licensed digital bank, Jewel Bank, through a landmark transaction with American Ventures LLC, with $8M raised and $5M allocated to bank operations.

• Jewel Bank holds both a full BMA banking license and a Class F DABA license, positioning it uniquely in the global digital banking and stablecoin market.

• GNS is the only NYSE-listed equity offering direct exposure to a fully-licensed digital bank and stablecoin issuer, with a current market cap of ~$45M.

• American Ventures, with $1.04B AUM and Trump family involvement, is the lead investor and strategic partner.

• Multiple near-term catalysts include Jewel Bank's launch, JUSD stablecoin issuance, and a share retirement program.

Market opportunity and regulatory environment

• Stablecoin market projected to reach $1.9T–$4T by 2030, with 72% YoY transaction volume growth and major banks exploring issuance.

• Digital banking platform market expected to grow from $37.5B (2025) to $155.4B (2033), driven by regulatory advancements and real-time payments.

• GENIUS Act, signed in July 2025, established the first US regulatory framework for stablecoins, benefiting compliant issuers like Jewel Bank.

• Bermuda's regulatory regime, established in 2018, provides a seven-year head start over US peers and aligns closely with US standards.

• Bermuda offers tax neutrality and deep institutional infrastructure, making it ideal for stablecoin reserve management.

Jewel Bank’s platform and competitive positioning

• Jewel Bank offers a USD-denominated, GENIUS Act-compliant stablecoin (JUSD), real-time settlement, core digital banking, and banking-as-a-service.

• Only digital bank providing public market access to a fully-licensed stablecoin platform via NYSE: GNS.

• Competitors like Circle and Sygnum are valued at $28B and $1B respectively, but lack public market access for retail investors.

• Jewel Bank is pending final approvals and launch, anticipated in H2 2026.