Worldcoin — the biometric identity project co-founded by Sam Altman — jumped sharply over a 48-hour period after a high-profile exchange listing and a major corporate treasury decision rekindled investor interest. What happened, is the momentum likely to hold, and could this lift other AI-focused tokens such as SUBBD?
Here’s a clear look.
Worldcoin Gains Traction After Upbit Listing and $250M Institutional Pivot
On September 9, 2025, Worldcoin (WLD) was listed on Upbit, South Korea’s largest cryptocurrency exchange.
Trading pairs for WLD went live against KRW, BTC and USDT, and the exchange enabled deposits and withdrawals across Ethereum, Optimism and Worldcoin’s native chain.
The Upbit listing signaled renewed market confidence following earlier regulatory uncertainties and represented a meaningful expansion of WLD’s market access. Worldcoin’s infrastructure, built around the eye-scanning Orbs and a “Proof-of-Human” identity system, has already processed identity verifications for more than 15 million people.
Around the same time, U.S.-listed Eightco Holdings announced a strategic pivot to hold Worldcoin as a primary treasury asset — a move widely reported as a roughly $250 million institutional commitment.
That shift was supported by a $20 million strategic investment from BitMine. Eightco also announced leadership changes and plans to rebrand its ticker to $ORBS, signaling a broader transformation toward human-centric digital identity assets.
By placing WLD at the center of its treasury, the company is essentially betting that biometric identity tokens will become core infrastructure for ecosystems beyond speculative trading.
That approach carries upside if adoption and trust in biometric systems scale, but it also concentrates risk on long-term acceptance of those systems.
Price Action and Market Response
The combination of the Upbit listing and the institutional treasury announcement triggered a surge in WLD activity.
Trading volume spiked roughly 257% and the token price climbed sharply over the 48-hour window. Some market analysts have suggested WLD could rise as much as 200% to reach about $4, citing reduced circulating supply and increased institutional demand as supporting factors.
Worldcoin occupies a distinctive space at the intersection of blockchain and AI thanks to its biometric verification model. Support from institutional actors has pushed it to the center of conversations about identity infrastructure for an increasingly digital, AI-driven world.
SUBBD ($SUBBD) — AI Tools Targeting the $85B Content Subscription Market
Worldcoin’s momentum has spotlighted other AI-related token projects.
One example is SUBBD and its native token $SUBBD. The platform aims to combine blockchain and AI tools for the subscription content creation market, which is estimated to be worth roughly $85 billion.
On SUBBD, creators and fans use $SUBBD to access a variety of features, including VIP staking benefits, platform discounts and multipliers, early access to content, and other perks. The project also offers an AI toolkit designed to support creators: automated content management, programmable AI livestreams, and AI-powered virtual influencers are part of the roadmap.
The goal is to give human creators advanced AI capabilities to streamline workflows and amplify engagement. SUBBD’s ongoing presale has passed $1.1 million, with tokens priced at $0.0564 at the time of reporting. What This Means Going Forward
Upbit’s listing and Eightco’s reported $250 million treasury commitment underline growing institutional interest in projects that blend identity, AI and blockchain.
Worldcoin’s biometric infrastructure aligns with that narrative, and the recent news cycle has brought fresh capital and attention. Whether the rally marks the start of a sustained uptrend or a period of speculative trading remains uncertain.
The developments do, however, create favorable conditions for other AI-focused tokens and platforms to attract attention and capital.
As always, this is not financial advice — do your own research and consider risks carefully. Authored by Bogdan Patru, Bitcoinist —
