WLD Token issuer Worldcoin has stated that, due to the OTC sale, the value of the token has been greatly negatively impacted to new levels below 65 million tokens outstanding in the previous sale. The OTC sale of tokens has played a major role in negatively affecting the price of the WLD token. This sale resulted in a huge drop in WLD’s value, which has now reached an all-time low. The decline has affected many of the current holders of WLD tokens who purchased their tokens on the retail market prior to the OTC sale and now have no way of knowing whether they will receive any value from their investments.
Inside the $65 Million Liquidation
According to recent corporate disclosures, World Assets Ltd, the official token issuance subsidiary of the foundation, finalized block trades with four private institutional counterparties over the past week. With settlements beginning on March 20, the organization unloaded approximately 239 million WLD tokens at a heavily discounted average price of roughly $0.27 per token. To help soften the immediate blow to secondary retail markets, the foundation stipulated that $25 million worth of the newly sold tokens will be subject to a strict six-month lockup, keeping them entirely out of open circulation until late September.
Funding the Expansion of ‘Orbs’
The foundation has been transparent regarding its primary motivations for the sudden capital raise. The off-ramped funds are strictly earmarked for core operational expenses necessary to keep the ambitious infrastructure project afloat. This includes funding intensive research and development, broad network expansion, and the continuous manufacturing of Worldcoin’s proprietary iris-scanning hardware, famously known as “Orbs.” These custom metallic spheres are absolutely essential to the project’s long-term goal of physically verifying human identity across the globe.
A Devastating 97% Price Collapse
The intent of having a built-in structural lock up to limit the amount of stock traded was designed to be in the best interest of the Market. Therefore, when the Market received unfavorable news about the Project, the Market reacted negatively. As a result, WLD price plummeted to its lowest value ever at $0.24, and only after a few days did it manage to claw back some of the lost value to be within proximity of $0.27. The current value, $0.27, is approximately 97% lower than the historic maximum value of $11.82 that was achieved on March 28, 2024. In addition to the substantial decline in value since March, the current discounted price on the OTC market for WLD tokens also indicates the decreased interest from financial institutions. In fact, one year prior, on May 7, 2025, the Project raised $135 million through the issuance of WLD tokens at a price of $1.13 per token from several of the largest venture capital firms in the United States.
The Looming July Supply Shock
Current holders of WLD will not be able to benefit from this huge amount of new capital going into the WLD market because it is part of a much larger trend that has been going on for at least two years. Analytics on the blockchain have shown that World-affiliated companies have been divesting their WLD holdings at an unprecedented rate. In addition, the major market makers have been actively dumping their WLD tokens onto the market; therefore, there has been a substantial overhang to the overall WLD supply for an extended period of time.
As if all this wasn’t bad enough, there was also an unlock event that was scheduled for July 23, 2026; thus, on the date of this unlock, there will be an approximate 52.5 percent increase to the overall WLD supply and will generate even more selling pressure than before.
Navigating a Global Regulatory Minefield
In addition to the internal functioning of its segmented market, Worldcoin has engaged in a severe public relations effort and legal battle. This stems from Worldcoin’s premise that our society requires a universal “proof of humanness” in order to fight the prevalence of advanced AI creation (or bots) in society. To create such proof, Worldcoin relies upon collecting and utilizing sensitive biometric information for their business model, which has faced significant backlash from governments and privacy advocates globally. Authorities in multiple jurisdictions, including recent severe crackdowns and biometric data deletion orders in Kenya, alongside ongoing probes in Thailand, Germany, and Brazil, have actively accused the project of violating foundational data protection laws. As Worldcoin attempts to scale its global network, it must now survive both a collapsing token price and a highly skeptical international regulatory environment.
