I'm 90%+ ETH, but another project I'm very excited about is World Coin

imo you won't find a token other than WLD (besides ETH) with such an incredible medium/long term setup

- exposure to sama and a possible future openai integration

- 12M verified users (orb eyeball scan; private by default stack using zk, non-custodial)

- 27M total users

- orb factory coming online in Texas. They plan to have more orbs in just America by end of year as they had lifetime internationally so far. "Signup within a 10-minute drive for all Americans"

- orb mini, a phone-sized device to let people onboard communities as a small business

- world superapp's mini app store hypergrowing. mini apps opened 29M times last week

- tinder and razer gaming joined last month as customers for proof of humanity. payment for this service is in WLD. amazingly, these customers also drive demand for World signups. everybody needs proof of humanity and wants their customers to get it. flywheel

- a16z and Bain invested ~$135M in a market price purchase of WLD a couple weeks ago

- current fdv is less than 4% of eth. but world will grow to hundreds of millions and then billions of users, and have huge global demand for proof of humanity as a service. the world mini app crypto native economy is going to be the largest globally by verified users (is already afaik)

- an underappreciated thing about wld unlocks is a huge % of the fdv is earmarked for future human onboarding (~40% fdv), so the token only fully dilutes as the network succeeds massively, unique in industry

- downward PA for WLD this cycle being reversed in fundamentals. World Chain is only 7 months old. Mini apps even younger. Hence a16z timing

I'm not going to bullpost WLD too often. Growth and PA will speak for itself. But if you're a patient holder, now's the time to start a DCA.