Original author: Ma He, Foresight News

On March 28, the World Foundation announced the completion of an OTC sale of WLD tokens totaling $65 million, with an average transaction price of $0.2719. This transaction involved four counterparties, with the first settlement completed on March 20, 2026, among which $25 million in WLD tokens has a 6-month lock-up period. The official stated that the funds raised will be directly used for core project operations, R&D investments, Orb hardware manufacturing, and ecosystem development, with all settlements executed through the multi-signature address of World Assets, 0xE797.

In the current deep bear market environment, completing tens of millions of dollars in token transactions is quite rare. The last large token financing by the World Foundation dates back to May 2025, when its subsidiary World Assets sold $135 million worth of WLD tokens to early supporters a16z and Bain Capital Crypto at market prices.

Looking back at the complete trend of WLD in this cycle, it can be described as a textbook case from frenzy to reality. In July 2023, Worldcoin (now renamed World) officially launched WLD, quickly becoming the market focus due to Sam Altman's personal endorsement, the AI large model boom, and the unique narrative of "Proof of Humanity".

In March 2024, under the resonance of the Bitcoin halving cycle and the AI concept, WLD's price surged dramatically in a single month, reaching a historical high of about $11.8, with a market capitalization briefly approaching $10 billion. That year, global users registered for World ID through Orb iris scans with unprecedented enthusiasm, and the project was seen as the top seed player in Web3 identity infrastructure.

However, after the peak, it quickly fell silent. In the second half of 2024, as the overall crypto market adjusted, with strict scrutiny of biometric data by regulatory bodies such as the EU and the project itself facing significant unlocking pressures, WLD's price began to plummet.

Throughout 2025, the WLD price fluctuated between $0.5 and $1.5. Although the growth rate of iris adoption steadily progressed, it fell far short of early expectations, with user growth and narrative enthusiasm showing significant disconnection. Entering 2026, WLD continued to hit new lows, recently touching a new low of $0.2433 and currently hovering around $0.27, with a cumulative decline exceeding 97% from its ATH.

In this cycle, WLD's price trend resembles the trilogy of most altcoins: concept-driven → supply pressure → realization test, with early premiums mainly coming from Altman IP and the AI trend, and later suppressed by continuous unlocking and macro tightening.

Interestingly, just before the announcement of the large OTC sale, on March 25, the World official website officially released a research report titled "Private Proof of Human: Critical Infrastructure for Humanity in a World with Advanced AI", which directly pointed to the core pain points of the AI agency era: how to establish a reliable and privacy-protecting "proof of humanity" infrastructure in a world flooded with machines.

The paper elaborates on the technical solution of Orb iris scanning hardware combined with secure multi-party computation (SMPC) and zero-knowledge proof (ZKP), which can efficiently verify human uniqueness while completely avoiding the leakage of personal biometric data, making it more forward-looking and secure than traditional facial recognition or passport verification. This solution is positioned as the foundation of future internet trust, effectively combating deep forgery and AI robot attacks.

On March 26, a16z co-founder Marc Andreessen retweeted this paper on the X platform, accompanied by a brief yet weighty comment: It’s time for humanity to prove itself.

As AI reshapes productivity, PoH will become a necessity for distinguishing humans from machines and rebuilding trust in the digital economy layer.

On March 17, World launched AgentKit, which works by having its agents prove registration through World ID, linking wallets with anonymous human identities. The agents sign standard identity verification challenges at protected endpoints, matching agent signatures with their associated human identity, granting access upon successful matching. In its application scenarios, the official stated that AgentKit agents can also be used for privacy protection, ticketing systems, access frequency limitations, and prevention of witch attacks.

On April 17, World will host the "Lift Off" global launch conference for World ID in San Francisco, where Sam Altman will personally attend and co-host with World CEO Alex.

The conference will focus on the latest developments of World ID, Orb hardware iterations, and human verification application scenarios in the AI era. Altman's presence itself symbolizes top traffic and confidence, and is more likely to signal potential collaboration between OpenAI and World—AI agents need real human identity endorsement, and World ID provides the decentralized solution.

Currently, WLD has a market capitalization of $1.346 billion, with an FDV of $2.758 billion, and the proportion of unlocked tokens is 48.80%.

In addition, WLD still unlocks a maximum daily supply of 0.05%, or about 5.32 million tokens, valued at approximately $1.479 million. Based on this calculation, the monthly value of unlocked tokens is approximately $44.369 million, which is expected to create significant selling pressure in the market.

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