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Author: Jack Inabinet, Bankless; Compilation: Deng Tong, Bit Chain Vision World Realm
Driven by the narrative of artificial intelligence investment, the large -scale purchase boom has pushed the complete dilution value (FDV) of low circulation tokens to its peak, and World Coins are now among the forefront of the industry.
The project currently has a FDV of nearly 80 billion US dollars, but the circulation of token in the project is only 1.4%.So the number has a large star number.The problem is,As investor tokens unlock significantly increased the available supply of tokens, whether the project has the opportunity to maintain such a high value.
In order to understand the next direction of the currency, the two BANKLESS analysts adopted the opposite point in our latest bull market and the bear market.
Let’s start with a bear market.
What is the reason for WLD to usher in a bear market?
WLD launched the AI speculation train this month. The FDV was as high as US $ 90 billion, but the good time can only last for so long.
The following is the pessimistic reason of WLD:
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Unlocked soon:The internal unlocking of Worldcoin will start in July, and by the end of the year, it will quickly push the total amount of token supply to the market.In addition, WorldCoin will increase the number of tokens flowing to users from the community supply in the next few weeks.WLD’s circulation supply has increased by 16% in the past month, which has increased potential selling pressure.
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The death of artificial intelligence narrative:The explosive growth of artificial intelligence stocks has led many people to enter the cryptocurrency field to seek BETA value; given the close contact between WLD and OpenAI founder Sam Altman and potential needs for identity proof, WLD has always been a natural receiver of capital flow.Although in recent months, high artificial intelligence stocks like NVDA have not shown signs of slowing down, butThe discouraged foam of artificial intelligence will definitely end the rise of WLD.
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Lack of practical applications:At present, WLD tokens are only used as “farms and selling” tokens for users, and speculative tools related to artificial intelligence loose.If there is no convincing reason, thenOnce artificial intelligence narrative cools down, it may be difficult to find demand.
Chasing dazzling stories is very interesting. Until the bubble is shattered, the holders will want to know why they spend 90% of the tokens.
What is the reason for WLD to usher in the bull market?
With the OPENAI Sora announcement, Altman’s 700 million US dollars financing boom, and the profit promotion of NVIDIA, WorldCoin has undoubtedly performed strongly recently.Although the income cannot last forever, several characteristics of WorldCoin show that this round of rise is far from over.
The following is the reason why WLD is optimistic prospects:
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Easy understanding and fascinating narrative:The story and emotions determine the price behavior of cryptocurrencies.WorldCoin sells simple artificial intelligence tokens through the name of Altman to avoid incomprehensible concepts such as data availability.OpenAI’s success has made Altman’s household name and benefited WorldCoin, indicating that it is led by a top AI entrepreneur.These quality are directly attractive to new investors and experienced investors, using influential characters and simple and fascinating stories.
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Unique value proposition in artificial intelligence:WORLDCOIN’s “personality proof” provides real and unique effects in artificial intelligence, so that it stands out in the crowded marketThe market is full of agreement on the same use cases such as distributed machine learning or chain of artificial intelligence agents.
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Extend the utility and ecosystem:In addition to its governance,WLD is also ready to achieve a widespread application from e -commerce to social media integration.It integrates services such as Shopify, Telegram, and Discord, showing multifunctional and mainstream potential.Some people are expected to expand to pay or tips including the World APP to provide more reasons for holding WLD.
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Powerful capital and investor support:The last round of WorldCoin’s financing raised $ 115 million from A16Z, Blockchain Capital and Bain Capital Crypto.The participation of these top investors provides the capital required for growth, and it is also a trust ticket for WorldCoin. Retail investors may think that this is a solid foundation with high growth potential.
In short, WorldCoin’s clear narrative, unique practicality, booming ecosystem, and the support of a large number of investors enable it to continue to see the upbound momentum.
