Why did the price of WLD fall?

Worldcoin (WLD) dropped 6.43% in the last 24 hours, underperforming the overall crypto market, which fell 2.12%. Three main reasons caused this decline:

1. Regulatory Pressure – New concerns about how Worldcoin handles biometric data in several countries.
2. Token Unlocks – 37.23 million WLD tokens (worth $18 million) were released into the market, raising worries about oversupply.
3. Technical Breakdown – The price fell below important moving averages, triggering sell signals among traders.

Deep Dive

1. Regulatory Pressure (Negative Impact)

Overview:
Worldcoin’s iris-scanning device, called the Orb, is facing new legal challenges. In Colombia, authorities ordered data deletion, and in Thailand, arrests were made for operating without licenses. Germany’s data protection agency also found compliance issues, similar to earlier bans in Spain and Portugal.

What this means:
These regulatory problems threaten Worldcoin’s ability to grow its user base, which is essential for its success. Currently, Worldcoin has only 17.5 million verified users, just 1.75% of its goal to reach 1 billion users. Setbacks in important markets like Indonesia and Germany make it harder to reach that target quickly.

What to watch:
How Tools for Humanity (the company behind Worldcoin) responds to ongoing investigations in the European Union under GDPR rules, and whether new U.S. regulations like the GENIUS Act will provide clearer guidance.

2. Token Unlocks (Negative Impact)

Overview:
On November 11, 37.23 million WLD tokens (about $18 million) were released into circulation as part of a larger scheduled release of over $476 million worth of tokens across the crypto market this week.

What this means:
When tokens are unlocked, they often get sold on exchanges, increasing selling pressure. Since May 2025, the number of WLD tokens available to trade has grown by 19%, which dilutes the value for current holders, especially when demand is weak. The project’s token inflation (new tokens created versus tokens burned) remains a concern.

What to watch:
Upcoming token unlocks over the next week (around $18 million daily) and exchange flow data from analytics platforms like CryptoQuant.

3. Technical Weakness (Negative Impact)

Overview:
WLD’s price fell below its 30-day simple moving average (SMA) at $0.85 and its 200-day SMA at $1.08. The Relative Strength Index (RSI) is at 41.5, indicating bearish momentum, and the MACD histogram suggests that recovery attempts are weakening.

What this means:
Technical traders likely sold their positions after these breakdowns, adding to the price decline. The next support level is at $0.661 (the low from June 2025), but if selling continues, the price could retest the 2025 bottom near $0.50.

Key levels:

• Resistance: $0.797 (Fibonacci 61.8% retracement)
• Support: $0.661 (June 2025 swing low)

Conclusion

Worldcoin’s recent price drop is driven by a combination of regulatory challenges, increased token supply, and weakening technical indicators. While the idea of combining AI with digital identity remains promising, short-term challenges are currently dominating the market sentiment.

What to watch: Will WLD hold the $0.68 support level, or will more token unlocks and regulatory concerns push it down to 2025 lows? Keep an eye on exchange inflows and Tools for Humanity’s regulatory updates this week.

What could affect the price of WLD?

Worldcoin’s price is balancing between growing biometric user adoption and increasing regulatory challenges.

1. Token unlocks & supply growth – 37.23 million WLD tokens were unlocked this week; 80% of team and investor tokens will vest by 2028.
2. Regulatory scrutiny – Operations have been stopped in Spain, Kenya, and Indonesia due to privacy concerns around biometric data.
3. Adoption momentum – Over 12 million users have been verified, but that’s less than 2% of the 1 billion user goal; active addresses reached 1 million in November 2025.

Deep Dive

1. Token Inflation vs. Demand (Bearish/Mixed Impact)

Overview:
Since launch, Worldcoin’s circulating supply has increased dramatically—from 100 million to 2.27 billion WLD tokens—mainly due to tokens given to users and investors unlocking their holdings. For example, 37.23 million WLD tokens were unlocked between November 10–17, 2025, which can put downward pressure on the price. Team and investor tokens, which make up 25% of the total supply, will continue unlocking gradually until 2028.

What this means:
While new users receive 40 WLD tokens each time they scan their biometric Orb, helping to grow the network, this also increases the total token supply. If user growth doesn’t keep pace, the value of each token could drop. In fact, WLD’s price fell 52% over 60 days (September to November 2025) during heavy token unlock periods.

2. Regulatory Crackdowns (Bearish Risk)

Overview:
Worldcoin has been banned in Spain, Kenya, and Indonesia due to concerns about how biometric data is collected and used. It’s also under investigation in Germany and Hong Kong (Business Insider). In October 2025, authorities in Thailand raided Orb sites and arrested operators for running unlicensed activities.

What this means:
These legal challenges limit Worldcoin’s ability to grow its user base and form partnerships with institutions. The token’s price dropped nearly 24% over 30 days, reflecting these growing regulatory risks. The project’s success depends on resolving privacy concerns and complying with data protection laws like the European Union’s GDPR.

3. Adoption vs. Utility Gaps (Mixed Impact)

Overview:
Worldcoin has verified over 12 million users through its biometric Orb devices and reached 1 million daily active addresses by November 2025. However, actual on-chain activity—such as decentralized finance (DeFi) use or governance participation—is still low compared to competitors. Early use cases like paying gas fees on the World Chain blockchain and Visa payment integrations are just getting started.

What this means:
The network is growing quickly, adding about 261,000 new users per week, which supports a positive outlook. However, for the token price to rise sustainably, there needs to be more real-world use driving demand. A recent $135 million funding round (Coin Edition) aims to expand Orb deployments and improve developer tools, which could help close this gap.

Conclusion

Worldcoin’s price is caught between its ambitious goal of creating a global biometric ID network and challenges from token inflation and regulatory hurdles. In the short term, watch the $0.76 support level and $1.28 resistance—breaking above resistance could indicate strong buying despite token unlocks. Long term, clear regulatory guidelines and meaningful use cases beyond just “free token” giveaways will be key to its success.

Will biometric adoption outpace regulatory friction in 2026?

What are people saying about WLD?

The Worldcoin (WLD) community is divided between excitement over potential growth and concerns about regulatory challenges. Here’s the latest:

1. Technical indicators suggest a price above $2.50 – traders are spotting positive patterns and large investors are accumulating.
2. Regulatory scrutiny around World ID – investigations in Germany, Spain, and Hong Kong are causing negative sentiment.
3. Growth in partnerships vs. rising token supply – new collaborations are driving adoption, but the token supply has increased by 19% since May.

In-Depth Look

1. @cryptododo7: Possible Breakout from a Downward Trend – Positive Outlook

“Target prices: $4.09 and $12.60. A confirmed breakout above $1.40 could trigger the next upward move.”
– @cryptododo7 (135K followers · 274K impressions · 2025-09-08 11:14 UTC)
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What this means: This is a positive sign for WLD. Technical analysts have identified a pattern called a “descending channel” that has lasted 1.5 years. Breaking out of this pattern often leads to rapid price increases. However, the key resistance level at $1.40 hasn’t been tested since May 2025.

2. @btcdemonx: Regulatory Challenges Ahead – Negative Outlook

“Global investigations into biometric data use and the fact that 90% of tokens are held by the top 100 wallets pose risks.”
– @btcdemonx (1.2K followers · 547K impressions · 2025-10-08 23:41 UTC)
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What this means: This is a warning sign for WLD’s long-term prospects. Spain has suspended Orb operations as of October 2025, and Hong Kong is investigating privacy concerns. These regulatory actions could slow user growth, even though the price is currently holding steady at $1.28.

3. @Gemini: New Exchange Listing Boosts Interest – Positive Outlook

“WLD is now available for deposits, withdrawals, and spot trading on Gemini.”
– @Gemini (606K followers · 428K impressions · 2025-10-30 20:14 UTC)
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What this means: This is good news for liquidity and easier access for everyday investors. It supports Worldcoin’s expansion of World ID to 46 countries. Additionally, interest from institutional investors is growing, with derivatives trading volume doubling to $203 million in July 2025.

Summary

Opinions on Worldcoin (WLD) are mixed. On one hand, technical signals and new exchange listings suggest potential growth. On the other, regulatory pressures and increasing token supply create challenges. Watch the $1.28 price level closely—a weekly close above this could support a rise toward $1.70, while falling below $1.05 might lead to retesting the lows seen earlier in 2025. The key question remains: can Worldcoin’s AI-based identity system overcome the challenges posed by its growing token supply?

What is the latest news about WLD?

Worldcoin is facing challenges from regulations, slower user growth, and token releases. Here’s the latest update:

1. a16z Supports Privacy-Focused Digital ID (Nov 12, 2025) – The investment firm a16z is pushing for a privacy-friendly digital identity system that fits with Worldcoin’s technology.
2. 1 Billion User Goal Slows Down (Nov 11, 2025) – Only 12 million users have been verified worldwide, as regulatory issues slow progress.
3. $18 Million Worth of WLD Tokens Released (Nov 11, 2025) – New tokens entering the market are adding selling pressure and affecting prices.

In-Depth Look

1. a16z Supports Privacy-Focused Digital ID (Nov 12, 2025)

What happened:
Andreessen Horowitz (a16z), a major investment firm, asked the U.S. Treasury’s financial watchdog (FinCEN) to approve identity systems that use zero-knowledge proofs (ZKP). This technology helps verify identity without revealing personal details, which matches Worldcoin’s biometric ID system called World ID.

Why it matters:
If regulators accept ZKP-based IDs, it could make Worldcoin’s approach more trustworthy and widely accepted. But privacy concerns and slow government decisions could delay this progress. (Coin Edition)

2. 1 Billion User Goal Slows Down (Nov 11, 2025)

What happened:
Worldcoin’s goal to verify 1 billion people is far from reach, with only 12 million verified so far. The company has deployed its scanning devices (Orbs) in over 20 countries, but bans in places like Spain, Kenya, and Thailand, plus privacy worries, have slowed growth.

Why it matters:
This shows that scaling up is tough, especially with legal and trust barriers. While the idea of “Proof-of-Personhood” (proving you’re a real person) is appealing, concerns about biometric data privacy could hold back wider adoption. (CoinMarketCap)

3. $18 Million Worth of WLD Tokens Released (Nov 11, 2025)

What happened:
About 37.23 million WLD tokens, valued at $18 million, were unlocked and added to the market this week. This increases the total tokens available to over 2.27 billion. Over the past 60 days, WLD’s price has dropped by 52%, partly due to this token inflation.

Why it matters:
More tokens on the market can lead to lower prices as supply increases. This is a negative sign in the short term. Investors should watch trading activity and the key price level of $0.68 for signs of support. (Crypto News Land)

Conclusion

Worldcoin is working to balance regulatory support and user growth while managing the effects of token inflation. The backing from a16z could strengthen its identity technology, but delays in user adoption and ongoing token releases keep risks high. The big question remains: Can Worldcoin’s technology outperform the challenges in its token economics?

What is expected in the development of WLD?

Worldcoin is moving forward with several key developments:

1. Global Orb Expansion (2025–2026) – Rolling out more biometric verification devices in new regions.
2. World ID 2.0 Launch (Q1 2026) – Adding stronger privacy features and making it work with more blockchain apps.
3. Ecosystem Fund Launch (2026) – Providing grants to developers building on World Chain.

In-Depth Look

1. Global Orb Expansion (2025–2026)

What’s happening:
Worldcoin plans to grow its network of Orb devices, which verify users through biometric data like iris scans. The focus is on regions with fewer users so far, including parts of Africa, Southeast Asia, and Latin America. The goal is to grow from 12 million verified users (as of November 2025) toward 1 billion users over time.

Why it matters:
More Orb devices mean more people can join the Worldcoin network, which could increase the use and value of WLD tokens. However, collecting biometric data raises privacy and legal concerns, especially in places like the European Union where regulations are strict.

2. World ID 2.0 Launch (Q1 2026)

What’s happening:
Worldcoin will release an upgraded version of World ID, its digital identity system. This update will use advanced privacy technology called zero-knowledge proofs, allowing users to share only the information they want without revealing everything. It will also work across different blockchain platforms.

Why it matters:
Better privacy features could make World ID more appealing to businesses and developers. But getting developers to adopt and build with World ID will take ongoing effort and support.

3. Ecosystem Fund Launch (2026)

What’s happening:
Worldcoin will start a $250 million fund to support developers creating new projects on World Chain. The focus will be on areas like decentralized finance (DeFi), AI-driven governance, and services that use biometric verification.

Why it matters:
This fund could encourage innovation and expand how Worldcoin is used beyond just identity verification. Success depends on attracting talented developers in a competitive blockchain environment.

Summary

Worldcoin’s plan centers on growing its biometric network, improving technology, and encouraging developer activity to become more than just a speculative token. While challenges like privacy regulations and user adoption remain, its connection to AI and digital identity trends gives it promising long-term potential. The key question is how Worldcoin will balance protecting user privacy while expanding globally.

For more details, visit the Worldcoin Foundation.

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What updates are there in the WLD code base?

Worldcoin’s development team has been working on making the platform more useful and scalable by adding important new features.

1. USDC Integration (June 2025) – World Chain now supports USD Coin (USDC), making it easier to send and receive dollars worldwide.
2. Layer-2 Upgrade (June 2025) – The network was upgraded to handle more transactions faster and cheaper using Optimism’s technology.
3. AMPC Framework (September 2025) – Introduced a new system that protects user privacy during biometric identity checks by using decentralized verification nodes.

Deep Dive

1. USDC Integration (June 2025)

What happened: Worldcoin added support for USD Coin (USDC) on its blockchain, World Chain. This allows users in over 160 countries to send and receive regulated dollar payments easily.
How it works: The update uses Circle’s Cross-Chain Transfer Protocol (CCTP) to securely move USDC between different blockchains. Compatible wallets like World App automatically support USDC now.
Why it matters: This is good news for Worldcoin (WLD) because it makes dollar transactions simpler and more reliable, attracting businesses and developers who want stable digital dollars. (Source)

2. Layer-2 Upgrade (June 2025)

What happened: World Chain upgraded to a Layer-2 blockchain, which means it can process many more transactions at a lower cost.
How it works: Using Optimism’s OP Stack technology, the network can now handle over 50 million uniqueness checks per second. After the upgrade, the total value locked (TVL) on the platform jumped from $3 million to $50 million.
Why it matters: In the short term, this upgrade doesn’t immediately boost WLD’s price due to some negative market signals. However, it’s positive for the long term because better infrastructure supports more users and applications. (Source)

3. AMPC Framework (September 2025)

What happened: Worldcoin launched the Anonymized Multi-Party Computation (AMPC) system, which decentralizes how biometric data is verified.
How it works: Iris scans are encrypted, broken into pieces, and spread across independent nodes at institutions like KAIST and UC Berkeley. These nodes use powerful Nvidia H100 chips to process 50 million checks per second.
Why it matters: This is a big win for WLD because it improves user privacy and helps meet regulatory requirements, which is essential for expanding biometric ID systems worldwide. (Source)

Conclusion

Worldcoin is evolving by focusing on making its platform more connected (with USDC), scalable (with Layer-2), and private (with AMPC). These improvements support its goal of combining digital identity with global finance. The big question is whether regulators will accept its privacy-first design, potentially speeding up adoption in 2026.