Brothers, the old stone next door just saw a dark flow on the chain, the script behind is definitely not simple—top venture capital Multicoin Capital is secretly giving a blood transfusion of 30 million dollars to the 'Eye Scan Coin' Worldcoin!
This is not buying in the secondary market, but directly finding the project party for 'backdoor' OTC trading, swallowing 60 million WLD in one go. When a giant whale wants to eat meat, it is always silent.
1. On-chain solid evidence: How does 30 million dollars 'sneak in'?
Step one (24 hours ago): Address 0xf000 (marked as Multicoin Capital) transferred 30 million USDC to the Worldcoin team's wallet.
Step Two (7 hours ago): Received 60 million WLD from the Worldcoin team's wallet to the same address, worth approximately $29.06 million.
Core conclusion: This is not a market sweep; it is 'wholesale' procurement in the primary market, and prices are likely to be discounted without directly impacting the market.
II. In-depth analysis: Why is Multicoin secretly accumulating at this moment?
Possible reason 1: Betting on the core narrative of 'AI + identity.'
The story of Worldcoin's 'global digital identity + AI human verification' may usher in an explosive window under the AI regulatory tide in 2026.
As a top venture capital firm, Multicoin's move may be to accumulate core chips in advance of the next round of AI identity hype.
Possible reason 2: 'Stabilizer' before the unlocking peak.
WLD will have a large number of tokens unlocking in the future, and the market is generally concerned about selling pressure. At this time, institutions are entering the OTC market with large amounts of capital to stabilize confidence and may even prepare to support prices.
Signal release: 'Don't fear the selling pressure; we are here to catch it.'
Possible reason 3: Paving the way for 'future listings on mainstream exchanges.'
With a large amount of low-priced chips in hand, future coordination with exchange listings, ecological benefits, and other news will completely grasp the initiative in pumping and selling.
III. Impact on WLD price: Short-term and medium to long-term projections.
Short term (1-4 weeks):
OTC trading does not directly affect the secondary market and will not immediately trigger a surge.
But news will stimulate market sentiment and may push WLD to test key resistance levels (such as $8.5-$9).
Beware of 'good news selling': Be cautious that retail investors may follow the trend, allowing the project party or early investors to reduce their holdings.
Medium to long term (2026 narrative):
If the 'AI identity' narrative ferments, combined with institutional lock-ups, WLD may become a leading asset in the AI sector.
Core variables: Growth of Worldcoin's user data, regulatory attitudes of mainstream countries, and whether AI giants will cooperate with it.
IV. Reminder from Old Stone: Retail investors should not act impulsively; understand the game before placing bets.
If you already hold WLD:
Key resistance level is around $9; if it cannot break through with volume, consider partial profit-taking.
Set $7 as an important support level; if it falls below, be alert for deeper corrections.
If you want to chase the surge:
Avoid chasing highs! Wait for a pullback to the $7.2-$7.5 range before considering phased layouts.
Be sure to set stop-losses (such as below $6.8) to prevent becoming 'fuel' for institutions.
If you are not familiar with this coin:
It is advisable to watch closely. The cost for institutions to acquire OTC may be far lower than the market price; they have a huge price advantage and safety net, while you are swimming naked.
V. Old Stone reveals: This is the 'arms procurement' of the AI identity war.
Multicoin Capital is not a charity; they are one of the top 'snipers' in the cryptocurrency circle. What they are after is not small gains.
In 2026, AI needs real human data, and Worldcoin aims to become the infrastructure for 'human identity verification.' This investment is a preemptive positioning for the infrastructure of the next era. However, it is destined to be filled with regulatory challenges and significant price fluctuations.
Soul-searching question: Would you follow top venture capitalists and bet on the future of 'eyeball scanning'?
Old Stone believes this resembles a 'high-risk, high-potential return' gamble. The bet is on the influence of Sam Altman (CEO of OpenAI & co-founder of Worldcoin) and the inevitable demand for identity verification driven by AI regulation.
What do you think? Is Multicoin's move 'value investing' or the 'prelude to harvesting retail investors'? Would you dare to follow the venture capital giants and bet on WLD's AI identity story? In the comments, I await your genuine thoughts.
I am Old Stone from next door, a practical person focused on tracking whale movements.
Follow me, and I will help you see the true intentions behind large capital.
