Worldcoin
WLD- Analisado
- 17 de out. de 2026
- Motor
- v5.2.0
- Calculado
- 2026-10-17 05:18 UTC
- Hash de entradas
- 8f0d41f8d952
O Lite desbloqueia Worldcoin por completo. Variação, cenário, sinal, fatores de risco, catalisadores.
Pesquisa, não constitui aconselhamento financeiro. Leia os termos.
Evidências dos pilares
Conjunto de dados 17 de out. de 2026. 6 fontes, 12 citações.Em inglês
Sustentabilidade60
Transparência63
Receita52
Inovação75
Comunidade60
Tokenomics48
Fontes
- 1docs.world.org/world-chainCitado por Sustentabilidade, Receita
- 2whitepaper.world.org/Whitepaper.pdfCitado por Sustentabilidade, Inovação, Comunidade
- 3github.com/worldcoin/world-id-contractsCitado por Transparência, Inovação
- 4docs.world.org/world-idCitado por Transparência, Receita
- 5coingecko.com/en/coins/worldcoin-wldCitado por Comunidade, Tokenomics
- 6whitepaper.world.org/tokenomicsCitado por Tokenomics
Sobre Worldcoin
Análise de 17 de out. de 2026Em inglês Tradução pendente: esta análise é apresentada em inglês.
World (formerly Worldcoin) is a decentralized proof-of-personhood protocol built around custom Orb biometric hardware, World ID, and World Chain. Zero-knowledge proofs verify unique human users online without exposing raw iris scans on public blockchains.
Visão geral completaMostrar menos
Over 18 million Orb-verified individuals and 40 million World App accounts participate across the network. On July 21, 2026, Grayscale filed for a Worldcoin exchange-traded fund to expand institutional access.
Scheduled tokenomics adjustments on July 24, 2026 reduced daily WLD unlock emissions by 43%. Roughly 3.8 billion WLD circulate out of a 10 billion maximum supply, leaving 62% of tokens still locked.
Biometric data investigations across Europe, Asia, and Latin America continue to restrict geographic enrollment.
Tese de investimento
World operates the largest biometric proof-of-personhood network, addressing bot prevention and human authentication as AI agents proliferate. World Chain provides dedicated OP Stack blockspace and gas allowances for verified human users.
Tese completaMostrar menos
In July 2026, a 43% reduction in daily token unlocks and a Grayscale Worldcoin ETF filing improved market structure. Korean exchange demand and derivative open interest also supported secondary trading volume in October 2026.
Despite user scale, the investment case remains constrained by token dilution and weak value capture. About 6.2 billion WLD remain uncirculated out of the 10 billion cap, creating multi-year unlock supply pressure.
Data-protection authorities in Spain, Germany, Kenya, and South Korea have challenged or restricted iris biometric collection. World ID verifications still do not generate programmatic fee burns, supporting an AVOID posture at risk score 9.
Pontos fortes
- Biometric scale. Over 18 million Orb-verified users and 40 million World App accounts make World the largest proof-of-personhood network.
- Dedicated layer. World Chain runs on the OP Stack and prioritizes blockspace and gas subsidies for verified human wallets.
- Emission moderation. The July 24, 2026 schedule adjustment reduced daily WLD unlock emissions by 43%.
- Institutional interest. Grayscale filed for a Worldcoin ETF on July 21, 2026 to provide regulated secondary exposure.
Riscos
- Supply overhang. Approximately 6.2 billion WLD remain locked out of the 10 billion cap, creating multi-year dilution pressure.
- Regulatory bans. Privacy regulators in Europe, Asia, and Latin America have suspended or fined iris biometric enrollment.
- Weak fee capture. World ID authentication growth does not automatically burn WLD or distribute protocol revenue to holders.
- Hardware dependency. Global onboarding relies on physical Orb manufacturing and local operator compliance.
Posição competitiva
World holds category leadership in hardware-verified proof-of-personhood with more than 18 million biometric enrollments. Competitors such as Civic and Gitcoin Passport use document checks or social graphs that avoid hardware friction.
Posição completaMostrar menos
However, software-only identity tools offer weaker resistance against automated AI sybil attacks. World pairs a strong biometric moat on World Chain with high regulatory friction and heavy token dilution.
Conclusão
World has enrolled over 18 million verified users, while the July 2026 unlock rate cut and Grayscale ETF filing improved market structure. Dedicated throughput on World Chain supports consumer wallet activity.
Conclusão completaMostrar menos
However, 62% uncirculated supply across the 10 billion cap, biometric privacy bans, and weak fee capture keep risk at 9. An AVOID recommendation remains warranted until regulatory restrictions ease and direct token value accrual materializes.