Original author: Ma He, Foresight News

On March 28, the World Foundation announced the completion of an OTC private sale of WLD tokens amounting to $65 million, with an average transaction price of $0.2719. This transaction involved four counterparties, with the first settlement completed on March 20, 2026, where $25 million worth of WLD tokens are subject to a six-month lock-up period. The officials stated that the funds will be directly used for core project operations, research and development investment, Orb hardware manufacturing, and ecosystem construction, with all settlements executed through the multi-signature address of World Assets 0xE797.

In the current deep bear market environment, completing token transactions worth tens of millions of dollars 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 is truly a textbook case of shifting from frenzy to reality. In July 2023, Worldcoin (now renamed World) officially launched WLD, quickly becoming the focal point of the market with Sam Altman's personal endorsement, the AI large model boom, and the unique narrative of a "proof of unique humanity."

In March 2024, under the resonance of the Bitcoin halving cycle and AI concepts, WLD's price skyrocketed within a month, reaching an all-time high of about $11.8, with a market cap nearing $10 billion at one point. That year, global users registered for World ID through Orb iris scans with unprecedented enthusiasm, and the project was seen as the number one seed candidate for Web3 identity infrastructure.

However, after the spotlight, it quickly fell silent. In the second half of 2024, as the overall cryptocurrency market corrected, regulatory bodies like the European Union imposed strict scrutiny on biometric data, and the project's own large-scale unlocking pressure emerged, WLD's price began to plummet dramatically.

Throughout 2025, WLD's price fluctuated in the range of $0.5 to $1.5, with the growth rate of iris adoption steadily advancing but still far from early expectations, leading to a clear disconnection between user growth and narrative enthusiasm. Entering 2026, WLD continued to explore lower levels, recently hitting a new low of $0.2433, currently hovering around $0.27, a cumulative decline of over 97% from its ATH.

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

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

The paper detailed a technical solution combining Orb iris scanning hardware with secure multi-party computation (SMPC) and zero-knowledge proofs (ZKP), which can efficiently verify human uniqueness while thoroughly avoiding personal biometric data leakage, being more forward-looking and secure than traditional facial recognition or passport verification. This solution is positioned as the foundation of trust for the future internet, effectively combating deep fakes and AI robot attacks.

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

In the current context where AI reshapes productivity, PoH will become essential for distinguishing between humans and machines and rebuilding the trust layer of the digital economy.

On March 17, World launched AgentKit, which works by having its agents complete registration through World ID proof, associating wallets with anonymous human identities. Agents sign standard identity verification challenges at protected endpoints, matching agent signatures with their associated human identities, granting access once matched successfully. Officials stated that AgentKit agents can also be applied to privacy protection, ticketing systems, access frequency limitations, and prevention of witch attacks.

On April 17, World will hold a "Lift Off" World ID global launch event in San Francisco, with Sam Altman personally attending and co-hosting with World CEO Alex.

The conference theme focuses on the latest developments of World ID, Orb hardware iterations, and human verification application scenarios in the AI era. Altman's presence itself is a symbol of top traffic and confidence, potentially signaling the synergistic potential between OpenAI and World—AI agents need real human identity endorsements, and World ID precisely provides a decentralized solution.

Currently, WLD has a market cap of $1.346 billion, with an FDV of $2.758 billion, and the percentage of unlocked tokens stands at 48.80%.

Additionally, WLD continues to unlock a maximum supply of 0.05% daily, approximately 5.32 million tokens, valued at about $1.479 million. Based on this calculation, the value of tokens unlocked each month is approximately $44.369 million, which is expected to still exert considerable selling pressure on the market.

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