#WLD I am now looking at Worldcoin, and my mindset is very clear — this is not an opportunity, but more like a losing endgame slowly being consumed by time.

From the market to the logic, it’s actually just two things repeatedly playing out: on one side, continuous unlocking and selling pressure; on the other, weakening narrative support. The inflation of circulating supply is not a short-term problem but a structural suppression. Prices will go down without any negative news; they just need time. The large OTC deal in March essentially says one thing: even the project team is looking for liquidity exits.
Looking at regulation, it’s increasingly clear that this model cannot work in the real world. Involving biometric data, countries will not loosen restrictions, which directly stifles its core growth logic. Without new users, there’s no story; without a story, only trading remains.
The most critical point is that those who bought it initially bought into the OpenAI halo and Sam Altman’s imagination. But now, the market is gradually realizing that the relationship between this project and AI isn’t as deep as imagined. Once sentiment recedes, valuations will be re-priced.
If you ask me what I think, my conclusion is simple: this kind of asset isn’t for turning things around; it’s for testing patience.
People caught in it can only hold it as a long-term lottery; those who didn’t buy in really shouldn’t jump into this falling knife. 😂