Arthur Hayes Says Worldcoin (WLD) Could ‘Moon’ To $5 By August: Here’s Why
Arthur Hayes backed a bullish Worldcoin view, arguing WLD could become a high-beta proxy for the coming wave of AI IPOs and private-market listings. The thesis says capital is chasing exposure to OpenAI/Anthropic-type names, while WLD remains a small, liquid token with a much lower valuation, creating asymmetric upside. A key driver is positioning: WLD has lagged the AI trade, perp funding is deeply negative, and Maelstrom says shorts are crowded after an OTC round and persistent bearish pressure. A catalyst could come from Eightco Holdings, which holds large amounts of WLD and has cash for potential buying, creating a reflexive squeeze. Maelstrom also highlighted a 43% cut in daily unlocks on July 24 as another supportive factor, with a $5 target by August.
