Genius Group Limited

https://www.geniusgroup.ai/

Genius Group Limited is an AI-powered, Bitcoin-first education group headquartered in Singapore, founded in 2002. The company's core mission is to disrupt traditional education by developing an entrepreneur education system that prepares students for the 21st Century, focusing on personalized, flexible, and lifelong learning. They aim to equip individuals with the mindset and skills necessary to harness exponential technologies.

Genius Group offers a comprehensive, AI-powered platform with programs spanning K-12 education, accredited university courses, and skills-based training for entrepreneurs. Their services are delivered through various segments, including Central, Academy, School, and Resorts, encompassing digital entrepreneur education, property investment education, memberships, certifications, and business development tools. The company also engages in hospitality operations, such as safari lodges, villa accommodations, and café operations. Their AI edtech platform, GeniusU, connects students and partners, providing mentors, microdegrees, events, and learning circles. They are also developing a blockchain-based microlearning platform, including Bitcoin Academy, Genius Academy, and Genius School, which delivers AI-powered, personalized, and gamified education. Genius Group serves over 5.4 million users across more than 100 countries, catering to individuals, enterprises, and governments across Europe, the Middle East, Africa, North Asia, the Asia Pacific, Australia, North America, and South America.

Roger James Hamilton serves as the Founder and CEO of Genius Group, a position he has held since 2015. Gaurav Dama is the Interim Chief Financial Officer. The company has recently focused on becoming a Bitcoin Treasury Company, with a stated goal of reaching 1,000 Bitcoin in its treasury in 2025, and is developing a "Genius City" model for learning exponential technologies. Recent notable activities include winning an ICC arbitration award in April 2026, which resulted in the return of 7.4 million shares and an $8.0 million cash payment, and the closing of an $8 million registered direct offering in the same month. CEO Roger Hamilton also purchased 300,000 company shares in March 2026. The company partnered with ReadyNest in February 2026 to launch AI learning pods, further solidifying its positioning as an AI-powered, Bitcoin-first education group focused on "post-Singularity" learning.

Latest updates

Genius Group to Retire 26% of Public Float Through Share Consolidation

Event summary

  • Genius Group plans to retire 30.1 million shares, representing 25.8% of its current public float.
  • The shares originate from three sources: unclaimed shares from the Entrepreneur Resorts Ltd (ERL) Asset Purchase Agreement (17.3 million), shares payable to Genius Group from the ERL transaction (5.5 million), and shares awarded via an International Chamber of Commerce (ICC) arbitration against LZG International, Inc. (7.4 million).
  • The Share Count Exercise, completed February 13, 2026, revealed 17.27 million unclaimed ERL shares.
  • Following the exercise, 18.6 million GNS shares are now part of the Company’s Bitcoin Loyalty Payment Program.
  • The company’s remaining public float, after the retirement and excluding insider holdings, is 116.7 million shares.

The big picture

Genius Group's move to significantly reduce its public float is a strategic effort to enhance shareholder value and potentially improve trading liquidity. This action, coupled with the resolution of the ERL share discrepancy and the ICC arbitration win, signals a focus on corporate governance and shareholder interests. The share retirement, while positive, also highlights the complexities of managing legacy assets and legal disputes following acquisitions.

What we're watching

Legal Challenges
The potential for LZG International, Inc. to appeal the ICC arbitration award remains a risk, which could delay the release of the 7.4 million shares and impact the planned share retirement.
Claimant Risk
While unlikely to be material, the possibility of additional claimants emerging for the unclaimed ERL shares could slightly alter the final number of shares retired.
Bitcoin Program
The success of the Bitcoin Loyalty Payment Program in retaining shareholders and preventing further share dilution will be a key indicator of investor sentiment and program effectiveness.

Genius Group Recovers $8 Million, Shares in ICC Arbitration Victory

Event summary

  • Genius Group Limited (GNS) has secured an ICC arbitration award against LZG International, Inc.
  • The award mandates the return of 7,387,374 shares of Genius Group common stock.
  • Genius Group is also due to receive $7,971,168.53 in cash.
  • Related legal proceedings in the Southern District of New York (Case No. 1:24-cv-08464) and a Second Circuit appeal (Case No. 25-630) remain ongoing.
  • The company intends to enforce its legal rights and remedies related to the arbitration.

The big picture

This arbitration victory suggests a prior, significant disagreement with LZG International, potentially related to ownership or partnership terms. The recovery of shares and cash provides a temporary reprieve for Genius Group, but the ongoing legal battles highlight underlying governance and contractual risks. The case underscores the importance of robust due diligence and clear contractual agreements in the rapidly evolving AI-driven education sector, where partnerships and investments are common.

What we're watching

Legal Battles
The ongoing litigation in New York and the Second Circuit appeal will be critical to observe, as the outcome could impact Genius Group's financial standing and future operations.
Share Repurchase
How Genius Group utilizes the recovered shares will signal management's confidence in the company's future valuation and capital allocation strategy.
Financial Impact
The $8 million cash infusion will provide a short-term boost, but the long-term effect hinges on Genius Group’s ability to deploy it effectively within its AI-powered education initiatives.

Genius Group Raises $8M, Acquires Stake in Bermuda Digital Bank

Event summary

  • Genius Group Limited closed a registered direct offering, issuing 21.62 million ordinary shares (or pre-funded warrants) at $0.37 per share.
  • The offering generated gross proceeds of $8 million, before fees.
  • Genius Group will use $5.5 million to acquire a 9.9% equity stake in Jewel Financial Limited, the parent of Bermuda’s only dual-licensed digital bank, Jewel Bancorp Limited.
  • As part of the deal, Genius Group will issue 15 million ordinary shares to the sellers at a deemed price of $0.40 per share.

The big picture

Genius Group’s acquisition of a stake in Jewel Bancorp Limited represents a significant strategic pivot towards becoming a permitted payment stablecoin issuer and digital asset service provider. This move positions the company to capitalize on the growing demand for digital asset banking services, but also exposes it to increased regulatory scrutiny and execution risks inherent in the nascent digital asset space. The $8 million raise provides immediate funding, but the long-term success hinges on navigating a complex regulatory landscape and achieving market adoption of its new offerings.

What we're watching

Regulatory Scrutiny
The success of Genius Group’s GENIUS Act plans and its ability to launch JUSD will be heavily dependent on ongoing approvals from the Bermuda Monetary Authority and potential future regulatory shifts.
Execution Risk
Integrating Jewel Bancorp Limited and its digital asset infrastructure into Genius Group’s existing operations presents execution risks that could impact the timeline and ultimate success of the venture.
Market Adoption
The adoption rate of JUSD and Jewel Bank’s digital asset services will be crucial for realizing the anticipated benefits of the acquisition and establishing a sustainable revenue stream.

Genius Group Raises $8 Million to Pursue Digital Asset Banking Ambitions

Event summary

  • Genius Group Limited has priced a registered direct offering of 21.62 million shares at $0.37 per share, raising $8 million in gross proceeds.
  • The proceeds will primarily fund the acquisition of a Senior Secured Convertible Promissory Note representing 9.9% equity in Jewel Financial Limited, the parent of Bermuda’s only dual-licensed digital bank, Jewel Bancorp Limited.
  • As part of the deal, Genius Group will issue 15 million ordinary shares to the sellers for additional consideration.
  • Jewel Bancorp Limited holds both a full banking license and a digital asset business license, and is developing a US dollar-denominated stablecoin (JUSD).
  • The closing of the offering is expected on April 16, 2026.

The big picture

Genius Group's move to acquire a stake in Jewel Bancorp Limited signals a significant pivot towards becoming a digital asset service provider and stablecoin issuer, aligning with the broader trend of integrating traditional finance with blockchain technology. This strategy carries substantial risk given the evolving regulatory landscape for digital assets, but also offers significant upside if successful in establishing a foothold in the burgeoning digital asset banking sector. The $8 million raise is a relatively small capital injection, suggesting the company may need to pursue further funding rounds to fully realize its GENIUS Act plans.

What we're watching

Regulatory Scrutiny
The success of Genius Group’s digital asset banking ambitions hinges on continued regulatory approvals in Bermuda and potential future oversight from US authorities, which could significantly impact the JUSD launch and operations.
Execution Risk
The integration of Jewel Bancorp Limited and the development of JUSD present significant operational and technological challenges, and delays or failures in these areas could erode investor confidence.
Share Dilution
The issuance of 15 million shares as part of the acquisition will dilute existing shareholders, and the market will be watching to see if the strategic benefits of the Jewel Bancorp acquisition outweigh this dilution.

Genius Group Swings to Profitability, Pays Down Debt with Bitcoin Proceeds

Event summary

  • Genius Group reported $3.3 million in operational revenue for Q1 2026, a 171% increase year-over-year.
  • The company achieved a net profit from operations of $2.7 million, reversing a $0.5 million loss in Q1 2025.
  • Genius Group fully repaid its $8.5 million debt by selling its Bitcoin treasury.
  • CEO Roger Hamilton purchased an additional 300,000 shares, bringing his total investment to $2.9 million since January 2024.
  • 16.7 million ERL shares converted to GNS shares in January 2026, adding them to the Bitcoin Loyalty Payment Program.

The big picture

Genius Group's rapid revenue growth and swing to profitability demonstrate the potential of its integrated AI-powered education model, but also underscore the risks associated with a Bitcoin-first strategy. The debt repayment, while improving the balance sheet, signals a cautious approach to cryptocurrency exposure. The company's success hinges on its ability to execute its ambitious expansion plans and navigate evolving regulatory landscapes within the burgeoning digital education sector.

What we're watching

Bitcoin Volatility
The company's decision to liquidate its Bitcoin treasury to pay down debt highlights its sensitivity to cryptocurrency market fluctuations, and the timing of any future treasury rebuilding will be crucial.
Execution Risk
The ambitious expansion plans for Genius City and the rollout of Space Capsules carry significant execution risk, and delays or cost overruns could impact future profitability.
Regulatory Scrutiny
As a foreign private issuer with a novel business model incorporating Bitcoin and AI, Genius Group may face increased regulatory scrutiny, potentially impacting its operations and growth prospects.

Genius Group CEO Resumes Share Purchases After Insider Trading Restrictions Lift

Event summary

  • Genius Group CEO Roger Hamilton purchased 300,000 shares on March 13, 2024, at an average price of $0.37 per share.
  • Hamilton's total share purchases since January 2024 now amount to 5.5 million shares, representing a US$2.9 million investment.
  • Insider trading restrictions on Genius Group executives were lifted following the filing of the company's 20-F annual filing.
  • The company operates under the ticker NYSE American: GNS.

The big picture

CEO share purchases are often interpreted as a signal of confidence, but the timing and context here – following a period of restricted trading – introduce a layer of complexity. The low average purchase price ($0.37) suggests the stock has faced significant headwinds, and Hamilton's investment may be an attempt to bolster investor sentiment and demonstrate commitment during a challenging period for the company. The company's 'Bitcoin-first' strategy also introduces a layer of volatility and regulatory risk.

What we're watching

Governance Dynamics
The timing of Hamilton’s purchases, immediately following the lifting of restrictions, warrants scrutiny regarding potential pre-planned transactions and the company's internal controls.
Stock Performance
Whether Hamilton’s investment will catalyze broader investor interest and positively impact the share price remains to be seen, given the relatively low price per share.
Execution Risk
The company's ability to execute its 2026 plan, as referenced by Hamilton, will be a key determinant of long-term shareholder value and the justification for his continued investment.

Genius Group Revenue Surges, Legal Battles Loom Amidst Restructuring

Event summary

  • Genius Group reported audited full-year revenue of $8.4 million, with pro forma revenue reaching $13.6 million, an 80% increase year-over-year.
  • The company consolidated operations into three business units (Genius School, Genius Academy, Genius Resorts), achieving operational profitability in Q4 2025.
  • Genius Group’s legal team has filed lawsuits, including a RICO complaint and a class action, seeking over $1 billion in damages.
  • The company holds 154 Bitcoin as part of its treasury reserve, and expects revenue to reach $20-$22 million with positive adjusted EBITDA in 2026.

The big picture

Genius Group's aggressive restructuring and expansion strategy, combining AI education, entrepreneurial training, and hospitality, represents a bet on the future of work and lifelong learning. The company's reliance on legal recourse to recover substantial damages introduces significant risk, while the Bitcoin treasury strategy reflects a broader trend of companies exploring alternative asset classes. The pro forma revenue growth masks ongoing operational losses and the impact of substantial non-cash charges.

What we're watching

Legal Risk
The success of Genius Group’s $1 billion legal claims will significantly impact its financial outlook and ability to fund operations, creating substantial uncertainty for investors.
Profitability
Whether Genius Group can sustain operational profitability beyond Q4 2025, especially given the significant non-cash items impacting net loss, remains to be seen.
Bitcoin Volatility
The value of Genius Group's Bitcoin holdings will be a key factor in its overall financial health, and volatility in the cryptocurrency market could create additional risk.

Genius Group to Detail 2025 Results Amidst Bitcoin-First Education Pivot

Event summary

  • Genius Group Limited (GNS) will release its full-year 2025 financial results on March 9, 2026, prior to market open.
  • A live webcast will be held on March 9, 2026, at 8:30 AM Eastern Time / 9:30 PM Singapore Time to discuss the results.
  • Management will provide updates on AI-Powered Genius School/Academy, Genius City model, Bitcoin Treasury strategy, and legal cases.
  • The company will also share guidance for 2026 and results from its recent share count exercise.

The big picture

Genius Group's unique positioning as a 'Bitcoin-first' education group presents both opportunities and risks. The company's strategy of integrating cryptocurrency into its educational offerings is a bet on the future of work and digital assets, but it also exposes it to regulatory uncertainty and market volatility. The upcoming earnings call will be a key indicator of whether the company can successfully navigate these challenges and achieve its ambitious growth targets.

What we're watching

Bitcoin Volatility
The company's Bitcoin Treasury strategy will be under scrutiny, as fluctuations in Bitcoin's price could significantly impact its financial performance and overall stability.
Execution Risk
The success of the Genius City model and AI-Powered Genius School/Academy initiatives hinges on effective execution and adoption, which could be hampered by operational challenges or market competition.
Legal Exposure
The status of current legal cases remains a potential overhang, and any adverse rulings could negatively affect the company's reputation and financial resources.

Genius Group Projects Profitability, Bets on AI-Driven Education Expansion

Event summary

  • Genius Group anticipates a 48% revenue increase to $20-$22 million in 2026, from $13.5 million in 2025.
  • The company forecasts positive adjusted EBITDA of $1.5-$2.0 million for 2026.
  • Genius Group has reorganized its operations into three units: Genius School, Genius Academy, and Genius Resorts, all expected to be profitable in 2026.
  • Genius City, a fourth business unit, is under development with a target completion date by the end of 2027.

The big picture

Genius Group’s strategy hinges on capitalizing on the growing demand for AI-driven education and reskilling, positioning itself as a provider of future-focused learning solutions. The company’s ambitious expansion plans, including Genius City, represent a significant bet on the convergence of education, technology, and community-based living. The projected profitability, if achieved, would validate the company’s unique business model but also increases scrutiny on operational efficiency and scalability.

What we're watching

Execution Risk
The company’s ability to achieve profitability across all three business units in 2026 will depend on successful execution of outlined plans, particularly given the ambitious growth targets.
Genius City
The timeline and financial impact of Genius City’s development remain uncertain, and delays or cost overruns could significantly affect the company’s long-term prospects.
Market Demand
Continued high demand for AI-powered education and reskilling programs is crucial for Genius Group to sustain its projected revenue growth, and a slowdown in this trend could impact performance.

Genius Group Deploys Modular 'Space Capsules' for AI-Driven Education

Event summary

  • Genius Group has partnered with ReadyNest to launch ‘Space Capsules,’ pre-built, modular learning pods equipped with Starlink internet and AI-powered learning environments.
  • The Space Capsules are designed to be rapidly deployable in schools, villages, and remote areas, with initial deployment planned for Genius High School in Bali, Indonesia.
  • Each Space Capsule accommodates 12 learners per session, with a ‘Space Station’ (five capsules) supporting 60 learners.
  • ReadyNest, an Australian modular home builder, cites a projected $78 billion market size for the modular housing industry by 2030.
  • Genius Group anticipates a one-year return on investment for each Space Capsule through school fees or lease fees.

The big picture

Genius Group's strategy to combine modular construction with AI-powered education represents a novel approach to expanding access to education, particularly in underserved areas. The partnership leverages the growing modular construction market, fueled by demand for affordable and rapidly deployable housing solutions, and the increasing availability of satellite internet. This initiative positions Genius Group to capitalize on the convergence of these trends, but its success is contingent on operational efficiency and market acceptance.

What we're watching

Execution Risk
The success of this initiative hinges on Genius Group’s ability to rapidly deploy and maintain these Space Capsules, particularly in remote locations, and to ensure consistent internet connectivity via Starlink.
Adoption Rate
The pace at which schools and communities adopt the Space Capsule model will determine the scalability of Genius Group’s expansion plans and its ability to achieve projected ROI.
Competitive Landscape
How ReadyNest’s modular construction expertise and Genius Group’s AI-powered curriculum will be differentiated from other emerging ed-tech solutions and alternative learning environments remains to be seen.

Genius Group Acquires Bali School, Bets on 'Post-Singularity' Education

Event summary

  • Genius Group acquired 51% ownership of ProEd Global School in Bali, Indonesia, on November 10, 2025.
  • The acquisition is intended to integrate Genius Group’s ‘Genius School’ model and ‘Genius Apprentice’ program into ProEd’s existing curriculum.
  • Genius Group aims to establish the combined entity as a leading ‘Future School’ in the Asia Pacific region.
  • The company is incorporating the ‘Eight Future Skills’ identified by the World Economic Forum in its curriculum.
  • Genius School will offer both full-time study and shorter ‘Genius Camps’ for children and adults.

The big picture

Genius Group's move reflects a broader trend of educational institutions adapting to the anticipated disruption of AI and automation. The company's focus on ‘Future Skills’ aligns with the World Economic Forum’s predictions, but the execution of this ambitious model in a competitive education market presents significant challenges. The acquisition of ProEd provides a foothold in the Asia Pacific region, but scaling this model will require substantial investment and operational expertise.

What we're watching

Financial Viability
The profitability of the Genius School model remains unproven, and the company’s ability to generate returns from this acquisition will be critical to investor confidence.
Curriculum Adoption
The success of Genius School hinges on the adoption and effectiveness of its ‘Future Skills’ curriculum, and whether it can demonstrably improve student outcomes.
Geographic Expansion
Genius Group’s stated ambition to expand the Future School model globally will test its operational capabilities and require significant capital investment.

Genius Group Faces Shareholder Discrepancy, Plans Loyalty Program Boost

Event summary

  • Genius Group is attempting to resolve a significant discrepancy (68%, or 37 million shares) between reported and verified GNS share ownership stemming from the 2023 spin-off of Entrepreneur Resorts Ltd (ERL).
  • A share count date has been set for February 13, 2026, to reconcile the discrepancy and identify the reasons behind it.
  • Following the share count date, 16.7 million verified ERL shares will be added to Genius Group’s Bitcoin Loyalty Payment Program, representing a 726% increase.
  • Approximately 20.4 million GNS shares remain unallocated due to the ownership discrepancy, which will be held in ERL’s treasury if not resolved.

The big picture

The unresolved share discrepancy highlights weaknesses in Genius Group's initial spin-off process and raises questions about the accuracy of share ownership records, a critical governance concern for publicly traded companies. The Bitcoin Loyalty Payment Program, while intended to incentivize shareholder engagement, introduces a layer of complexity and potential volatility related to cryptocurrency adoption and program participation. The incident underscores the importance of robust share reconciliation processes, particularly in companies utilizing complex incentive structures and digital asset rewards.

What we're watching

Resolution Timeline
The success of the February 13th share count date hinges on the DTCC’s cooperation and the ability to identify the unaccounted share owners; a failure to resolve the discrepancy could trigger further scrutiny and legal challenges.
Program Participation
The ultimate impact of the Bitcoin Loyalty Payment Program will depend on the rate of shareholder withdrawals, which could significantly reduce the number of shares ultimately participating and dilute the intended effect.
Treasury Impact
The fate of the 20.4 million unallocated shares, if not claimed, will impact Genius Group’s treasury and potentially limit future capital deployment options.

Genius Group Acquires Bali Studio to Bolster AI-Powered Education Content

Event summary

  • Genius Group acquired Lighthouse Studios, a podcast and video production studio in Bali, Indonesia, on December 19, 2025.
  • The studio will be rebranded as Genius Studios and relaunched on January 23, 2026.
  • The acquisition, an asset purchase agreement, did not meet the company's materiality threshold.
  • Genius Studios will serve as a global hub for Genius Group's AI-powered microcourses, podcasts, and social media content.
  • The studio is located near Genius Group’s planned Genius City in Bali.

The big picture

Genius Group’s acquisition of Lighthouse Studios signals a strategic shift towards vertically integrating content creation capabilities within its broader ‘Genius City’ ecosystem. This move aligns with the growing demand for high-quality, digitally-delivered educational content, particularly in the Asia Pacific region, and reflects a broader trend of companies building out proprietary production studios to control their narrative and reduce reliance on external vendors. The undisclosed deal size suggests a tactical acquisition rather than a transformative one, but its proximity to Genius City suggests a deeper strategic rationale.

What we're watching

Execution Risk
The success of Genius Studios hinges on integrating the acquired infrastructure and talent effectively, and whether the Genius City location proves to be a sustainable draw for content creators.
Financial Impact
Given the undisclosed and immaterial nature of the acquisition cost, the actual return on investment will depend on Genius Studios’ ability to generate profitable content and attract clients.
Competitive Landscape
How Genius Studios’ focus on AI-powered educational content will position it against established media production houses and other emerging platforms targeting the Asia Pacific region remains to be seen.

Genius Group Pursues ASX Dual Listing with DLA Piper Advisory

Event summary

  • Genius Group Limited (GNS) has engaged DLA Piper as advisor for a dual listing on the Australian Securities Exchange (ASX).
  • The decision follows a review of potential Asia-Pacific exchanges, including the Hong Kong Exchange (HKEX) and the Korea Exchange (KRX).
  • DLA Piper will prepare and lodge an 'In Principle Advice Application' with ASX within 45 days.
  • The dual listing process is expected to take approximately four months and is subject to ASX approval.
  • Genius Group is utilizing CHESS Depositary Interests (CDIs) to facilitate trading on the ASX for US-based investors.

The big picture

Genius Group's pursuit of a dual listing on the ASX signals a strategic effort to broaden its investor base and enhance accessibility within the Asia-Pacific region. This move aligns with a broader trend of US-listed companies seeking to tap into the growing capital markets of Asia, particularly as regional interest in AI and blockchain-related businesses continues to rise. The use of CDIs demonstrates a commitment to facilitating seamless trading for local investors, potentially unlocking significant capital inflows.

What we're watching

Regulatory Approval
The success of the dual listing hinges on ASX approval, which could be impacted by evolving regulatory frameworks for US-listed companies seeking secondary listings in Asia-Pacific markets.
CDI Adoption
The uptake of CHESS Depositary Interests (CDIs) by Asia-Pacific investors will be a key indicator of the listing’s success and the potential for increased liquidity.
Market Sentiment
Genius Group’s stock performance will be influenced by broader investor sentiment towards AI-powered education and Bitcoin-first business models in the Asia-Pacific region.

Genius Group Sues Brokers Over Trading Restrictions

Event summary

  • Genius Group (GNS) has initiated legal action against Charles Schwab, Fidelity, Vanguard, and Robinhood.
  • The lawsuit aims to compel the brokers to reinstate equal buy and sell functionality for GNS shares.
  • The company alleges that the brokers' actions have created an artificial downward pressure on the stock price.
  • Demand notices were sent to the brokers on November 16, 2025, without a response.
  • The Basile Law Firm P.C. is representing Genius Group in this legal action, alongside an arbitration case and other lawsuits.

The big picture

Genius Group's lawsuit highlights a growing tension between companies and brokerage platforms regarding trading accessibility and potential market manipulation. While the brokers likely argue that their actions are driven by risk management or regulatory compliance, Genius Group's claims raise questions about the fairness and transparency of trading practices, particularly for smaller or less-followed companies. This case could draw broader scrutiny to broker-dealer obligations and the design of trading platforms.

What we're watching

Legal Outcome
The success of Genius Group’s lawsuit will hinge on whether the court agrees that the brokers’ actions constitute market manipulation or a violation of securities regulations, potentially setting a precedent for broker conduct.
Investor Sentiment
The legal action itself may influence investor sentiment toward GNS, regardless of the outcome, as it highlights concerns about trading accessibility and potential market manipulation.
Broker Response
How the targeted brokers respond to the lawsuit, both legally and in terms of their trading platform policies, will indicate the extent to which they acknowledge the concerns raised by Genius Group and its investors.
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