Worldcoin $WLD is facing scrutiny in Germany, Kenya, and China due to iris scanning, and rewards in WLD for biometric data are banned in Brazil. Nevertheless, by May 2025, the number of verified users reached 26 million (of which 12.5 million were through Orb), supported by $135 million in funding from a16z and Bain Capital (Cointelegraph).
What this means:
Regulatory bans, such as the court ruling in Kenya to delete data, may slow down network growth. However, successful integration of World ID with partners like Tinder Japan and Razer could offset these losses. Historically, after regulatory actions, the price has dropped by 14%, while after significant implementation milestones, it has risen by 23%.
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Demand for identification in the AI era (positive factor) 
 Worldcoin positions itself as a tool to counter AI risks, and Sam Altman's Merge Labs BCI project may work in conjunction with World ID. The acceptance of ChatGPT by the US government through the 'OneGov' program (August 2025) highlights the growth of AI infrastructure.
What this means:
If AI-generated content generates a need for verification of real users, the price of WLD could replicate a 180% increase in 2024 following spikes in AI tokens FET and AGIX. Technical analysis indicates a possible breakout above $1.28 targeting $1.70 (CryptoNewsLand).
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Tokenomics and market trends (downside risks) 
 ? The circulating token supply has increased by 19% since May 2025 due to sales to venture investors. Technically, the resistance level is at $1.28 (Fibonacci level 23.6%), and a 'death cross' is observed on the 4-hour chart.
What this means:
An increase in supply from early investors may extend the consolidation period below $1.20. However, the open interest in derivatives rose by 112% to $879 million in May 2025, indicating speculative interest that could offset supply inflation.
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The price $WLD depends on whether Orb deployments can outpace regulatory constraints — this is a sort of race between expanding biometric capabilities and tightening privacy laws. Technical indicators suggest potential volatility around $1.20 in the near term, but sustainable AI adoption could enable growth of more than 60%.
Can the increase in World ID users offset the monthly unlocking of 32% of tokens until 2026?

What is your forecast for $WLD ?