Worldcoin might be the cleanest short in crypto right now. @BCheque1 explains his thesis: "There's huge anti-AI sentiment at the moment also from enterprises because there is a feeling that companies like Anthropic or OpenAI are leveraging partner and enterprise data to basically destroy their businesses. This means less trust in these companies in the short term until that trust is resolved. You've seen examples of this where Claude has launched Claude Design, basically rugging Figma. You look at the Figma stock price as a consequence of everything that's been going on in AI. Figma is in the gutter as a consequence of this stuff."

Worldcoin $WLD among crypto's biggest loss-makers. Despite a resurgence across many major altcoins, @worldnetwork's native token is down -8% on the week and nearly -23% on the month. The poor performance comes despite a promised -43% rollback on the asset's daily unlocks.

The World Foundation(@worldcoinfnd) raised $52.5M by selling $WLD. On-chain data shows it transferred out 217.4M $WLD, suggesting a sale price of $0.2415 per $WLD. At the same time, the World Foundation has received 47.5M $USDC.

THE BLOCK: Grayscale filed a registration statement with the SEC for a Worldcoin ETF, the first of its kind in the U.S. The fund would track the value of ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 and would be traded on NASDAQ, according to the filing.

This week’s episode features DC Builder (@dcbuilder), Research Engineer at the Worldcoin Network (@worldnetwork). We dive into Worldcoin’s mission to democratize digital identity and finance worldwide, and why proving personhood could become one of the most important primitives for the next era of the internet. The conversation explores the challenges behind verifying real humans at global scale — from web of trust systems to biometrics — and how Worldcoin approaches identity, privacy, and fair wealth distribution. DC also breaks down the role of Semaphore, zero-knowledge proofs, and privacy-preserving infrastructure in making digital identity usable without turning it into surveillance. We also dig into the emerging ZKML space, the intersection of crypto and AI, and why machine learning, verification, and decentralized systems may become one of the most exciting frontiers in Web3. A deep episode on identity, trust, ZK, AI, and the infrastructure needed to make the digital world more human.

LATEST: 📊 Grayscale predicts AI agents will boost demand for Ethereum and Solana for agentic finance, Worldcoin for identity records, and Bittensor for decentralized AI governance.

Weekly Top Gainers 1️⃣ Cap (@capapp): +96.24% 2️⃣ Velvet (@velvet_capital): +93.18% 3️⃣ Humanity (@Humanityprot): +28.78% 4️⃣ Pump​.​fun (@pumpfun): +25.57% 5️⃣ Banana For Scale (@BananaS31_bsc): +24.75% 6️⃣ ether.​fi (@ether_fi): +18.17% 7️⃣ Re (@re): +17.20% 8️⃣ Curve DAO Token (@curvefinance): +16.18% 9️⃣ OKB (@okx): +15.74% 🔟 Worldcoin (@worldnetwork): +15.45%