Regulators vs. Innovation: The High-Stakes Battle Shaping WLD’s Future

Worldcoin (WLD) is anticipated to see further price movements in Q4 2025 based on recent developments and market activity. Recent on-chain activity indicates increased trading interest, including significant transfers of WLD from large wallets and institutional-level transactions. For example, in early July 2025, a wallet associated with Auros Global transferred 1 million WLD to Binance, valued at $1.15 million, suggesting a potential strategic move or liquidation of holdings. Additionally, large transfers of 18.2 million and 10.07 million WLD were recorded in late June 2025, totaling over $26 million in outflows from Binance. These movements indicate heightened market participation and could signal broader distribution of the asset.

The price of WLD has also seen notable volatility in the lead-up to Q4 2025. In early May 2025, the token experienced a 11.35% surge after the World Foundation raised $135 million through the sale of WLD to institutional investors such as Andreessen Horowitz and Bain Capital Crypto. This capital infusion was earmarked for expansion of the World ID verification network and the development of a Visa card for WLD-based payments. In early June 2025, WLD surged over 5.5% due to rumors that Reddit was exploring the use of Worldcoin’s biometric verification device, Orb. However, technical analysis of WLD’s price chart suggests a bearish short-term outlook, with the token struggling to maintain a price above $1.00 and facing key support levels near $0.785.

The fundamental narrative supporting WLD includes the project’s ecosystem growth and broader strategic partnerships. By mid-2025, the total value locked (TVL) in the World Chain had increased from approximately $3 million in early May to nearly $50 million, driven by partnerships such as the integration of USDC into the network. Additionally, the World App has exceeded 34 million downloads, with over 16 million users completing World ID verification across 35 countries. The expansion of the World ID verification network, particularly in regions with limited access to traditional banking, is expected to drive long-term demand for WLD.

Looking ahead to Q4 2025, key factors that could influence the price of WLD include the pace of user adoption, institutional interest, and regulatory developments. The recent regulatory scrutiny from data protection authorities in Europe has raised concerns about the project’s data handling practices. The UK’s Information Commissioner’s Office (ICO), the French CNIL, and the Bavarian Data Protection Authority have all expressed concerns over the collection and storage of biometric data. However, the project has continued to attract investment, including an additional $2.5 billion in private financing secured by Eightco, a major player in the space. Such developments suggest continued institutional confidence in the project.

In terms of market positioning, WLD is currently circulating at around 13% of its total supply, with the majority of tokens being distributed through identity verification and early incentives. This controlled release model is expected to continue into 2025, providing a steady flow of supply while maintaining demand through network growth. As the ecosystem matures and more partnerships are announced, the demand for WLD could see a structural increase. Analysts suggest that if the token can maintain a bullish trend and overcome key resistance levels, it may see a retest of its previous high of $12.00.

Overall, the combination of on-chain activity, institutional backing, and ecosystem growth positions WLD as a cryptocurrency with potential for further appreciation in Q4 2025. While short-term volatility and regulatory risks remain, the underlying fundamentals suggest that the token could continue to attract both retail and institutional attention.