The AI narrative has been heating up again over the past couple of days, but the addresses that know WLD’s story best are moving in the opposite direction..
🤖 进群看风向
On-chain monitoring shows that an address suspected of being linked to the Worldcoin team transferred 1.5 million WLD to OKX three hours ago. Over the past three days, it has transferred a total of 5.1 million tokens to exchanges including Coinbase and Gate, worth about $1.8 million at current prices..
Most people see this as another team token transfer, with a sell-off on the way.. But zoom out on the timeline, and you might see something else..
Seven days ago, this address received 10.258 million WLD from 0x6325, worth $4.11 million at the time.. When these tokens were transferred out of a wallet labeled as belonging to the Worldcoin team three years ago, they were worth $18.26 million..
In other words, these tokens sat on-chain for three years, losing 77.5% of their value on paper.. Moving them to exchanges now looks less like taking profits and more like a long-overdue stop-loss..
Now look at the other side of the picture at the same time.. Goldman Sachs just raised its forecast for US data center construction spending, from $670 billion to $800 billion in 2026, and expects it to reach $1 trillion in 2027.. Tom Lee is also saying the AI investment boom is far from over, and a shortage of computing power will push prices higher again..
On one side, real-world capital spending on AI is accelerating; on the other, early holders of AI-themed tokens are heading for the exit.. The narrative isn’t dead, but what’s carrying it has changed..
The direction of this round of capital rotation is pretty clear: money is moving from the storytelling end to the end with orders, electricity, and land.. The same goes for crypto: whales are buying ETH and UNI, rather than adding to their holdings of small AI tokens..
What’s really worth watching is whether the address linked to 0x6325 keeps moving tokens to exchanges over the next two weeks.. If the transfers stop, this is just a financial move; if they become a steady pattern, there will be sellers waiting at every WLD rally..
One more thing: 5.1 million tokens are only a small fraction of the circulating supply, so on their own, they can’t move the price.. But they do send a signal about the direction of travel: the people who know this story best are voting with their feet..
🤖 进群看风向
On-chain monitoring shows that an address suspected of being linked to the Worldcoin team transferred 1.5 million WLD to OKX three hours ago. Over the past three days, it has transferred a total of 5.1 million tokens to exchanges including Coinbase and Gate, worth about $1.8 million at current prices..
Most people see this as another team token transfer, with a sell-off on the way.. But zoom out on the timeline, and you might see something else..
Seven days ago, this address received 10.258 million WLD from 0x6325, worth $4.11 million at the time.. When these tokens were transferred out of a wallet labeled as belonging to the Worldcoin team three years ago, they were worth $18.26 million..
In other words, these tokens sat on-chain for three years, losing 77.5% of their value on paper.. Moving them to exchanges now looks less like taking profits and more like a long-overdue stop-loss..
Now look at the other side of the picture at the same time.. Goldman Sachs just raised its forecast for US data center construction spending, from $670 billion to $800 billion in 2026, and expects it to reach $1 trillion in 2027.. Tom Lee is also saying the AI investment boom is far from over, and a shortage of computing power will push prices higher again..
On one side, real-world capital spending on AI is accelerating; on the other, early holders of AI-themed tokens are heading for the exit.. The narrative isn’t dead, but what’s carrying it has changed..
The direction of this round of capital rotation is pretty clear: money is moving from the storytelling end to the end with orders, electricity, and land.. The same goes for crypto: whales are buying ETH and UNI, rather than adding to their holdings of small AI tokens..
What’s really worth watching is whether the address linked to 0x6325 keeps moving tokens to exchanges over the next two weeks.. If the transfers stop, this is just a financial move; if they become a steady pattern, there will be sellers waiting at every WLD rally..
One more thing: 5.1 million tokens are only a small fraction of the circulating supply, so on their own, they can’t move the price.. But they do send a signal about the direction of travel: the people who know this story best are voting with their feet..