I believe holding $WLD during this period has not been easy. In February of this year, the price of WLD was still: 0.41U. In just two months, the price has dropped significantly, even after reaching 2 dollars last year, there hasn't been a good market trend. However, many investors entered the market at 2 dollars. Chasing highs and selling lows is a common problem for some investors. So, what is Worldchain, with its good narrative, really doing this time? Today, I will organize relevant data to help everyone understand more clearly. "Statistics are not easy, please give a follow."

"Allows developers to reach millions of real users with apps for everyday life."

“Enable developers to reach millions of real users and create applications for daily life.” —Worldchain

WLD

1. Ecological data

1. Current core data (data statistics as of April 1)

User scale

  • The number of active global users is approximately 38,721,111, covering more than 160 countries.

  • Approximately 17,945,830 users have completed verification through the Orb iris, making it the leading real human network in the field of Proof of Personhood.

  • User authenticity guarantees the reliability of future applications and ecosystems, becoming the foundation for decentralized applications on the chain.

Developer incentives

  • Every month, developers can earn approximately $300,000 WLD by creating 'human-only' apps.

  • This indicates that real use cases have emerged in the ecosystem, rather than just proof of concepts.

  • Developers can reach millions of verified users, supporting applications for daily life, social interactions, DeFi, or AI agents.

World Chain L2 chain performance

  • TVL is approximately $25-26 million (DeFiLlama data), although the absolute value is not high, it is sufficient to support early applications as an emerging L2 focused on 'human priority'.

  • Daily/weekly trading volume shows volatile growth, with core attraction:

    • Free Gas: Limited to verified users, reducing the threshold for use.

    • Sybil resistance: Prevents bots and fake accounts, ensuring a trustworthy on-chain environment.

  • Extremely attractive for applications in the AI era, providing reliable experiences for real users.

2. Technical milestones (recent implementations)

GKR Prover open source

  • Function: Allows users to run machine learning models locally and generate cryptographic proofs (Zero-Knowledge Proof), enabling local updates to World ID.

  • Value: Reduces reliance on Orb hardware, enhances user privacy and convenience; lowers the threshold for developers to access.

  • Long-term significance: Promotes the popularization of decentralized identity verification, laying the foundation for a large-scale trustworthy human network.

World ID protocol Phase 2 Trusted Setup completed

  • Details: Over 100 contributors participated in the ceremony.

  • Value: Enhances protocol privacy and security, laying the foundation for large-scale integration.

  • Ecological significance: Transitioning from the experimental phase to a commercially viable and scalable application is an important milestone that ensures the safety of future AI agents and daily applications.

AgentKit advancement

  • Goal: Achieve “proof of human for the agentic web” to provide verifiable human identities for agent-based AI networks.

  • Significance: As AI automated agents participate in transactions, social interactions, and content generation, AgentKit provides real human signals to prevent abuse by fake accounts.

  • Long-term impact: In cooperation with GKR Prover, a trusted network layer for AI and human interaction will be established, becoming the infrastructure for identity verification in the AI era.

3. Core narrative and strategic significance

  • Counteract fake content and fake accounts.
    World Chain provides a verifiable identity layer, offering a real human foundation for decentralized social, DeFi, or AI agents.

  • Build bridges for developers and users.
    Verified users can enjoy free Gas and prioritized block space; developers can directly reach real user groups to create practical applications, rather than merely concepts or tests.

  • Long-term infrastructure development
    GKR Prover, Trusted Setup, and AgentKit lay the foundation for future large-scale deployment and cross-platform integration, promoting identity verification and application ecosystem implementation in the AI era.

WLD data

2. Price aspect

  1. Foundation OTC sale

    • Around March 30, sold 239 million WLD to four institutions through over-the-counter trading, raising approximately $65M (average price $0.2719).

    • Of which 25 million are locked for 6 months for research and operations.

  2. Large-scale unlocking is imminent.

    • On July 23, 2026, approximately 5.25 billion WLD will be unlocked (about 52.5% of total supply, equivalent to 169% of the circulating supply).

    • Daily linear unlocking of approximately 4.79 million WLD, with market anticipation leading to short-term bearishness.

  3. Overall market environment

    • Cryptocurrency market is relatively weak.

    • Discussions on biometric privacy regulations still face uncertainties.

    • Short-term speculative funds are flowing out, suppressing price rebounds.

    Unlocking chart

3. Institutional and market signals

Institutional holdings (ORBS) hold 277 million WLD, accounting for about 9% of the circulating supply, as a treasury reserve asset, showing long-term confidence.

Binance has added WLD/U trading pairs, improving liquidity, but still suppressed by unlocking in the short term.

4. Long-term layout and development priorities

  1. Prioritize real humans

    • L2 is designed as “by humanity, for humanity”, free Gas, prioritized block space.

    • Developers can easily reach millions of real users, build applications for daily life, and avoid robot proliferation.

  2. Privacy and scalability

    • Orb → Local proof tool → L2 integration

    • Goal: Deploy at a scale of 1 billion people while maintaining Ethereum's security.

  3. Ecological narrative implementation

    • Proof of Personhood applications in social, DeFi, and AI agents.

    • If major platforms integrate Orb verification, it will be an ecological catalyst.

  4. Roadmap rhythm

    • 2026 is seen as the “year of stability and adoption”.

    • Focus on user growth, Orb deployment, technology upgrades, and regulatory communication.

    WLD

To be honest, I am personally disappointed with the WLD project, not only as an investor but also in terms of development and maintenance. Although projects in the WLD ecosystem are emerging like mushrooms after rain, they are all aimed at making money, lacking technology and features. Many projects have already RUN. This is the current development status on WLD. Regarding security, many countries have banned WLD, and even countries that have deployed orb devices have halted iris collection. Although the app shows over 160 countries, there are not many that can operate well; they are all just to extract money from the WLD treasury. The vision of Worldcoin is great, but it shouldn’t make investors pay the bill. [Data source: Worldapp Image source from the internet]