Eightco turns into a listed bet on Worldcoin and OpenAI
Eightco packs nearly 9% of Worldcoin’s float, 11,068 ETH and a $90m OpenAI stake into a $321m balance sheet, turning ORBS into a listed bet on AI and digital identity.
- Nasdaq‑listed Eightco Holdings says it controls about $321 million in assets, heavily concentrated in Worldcoin (WLD), Ethereum (ETH) and a $90 million stake in OpenAI.
- The company holds 277,222,975 WLD, 11,068 ETH, $25 million in Beast Industries and roughly $110 million in cash and stablecoins, giving it nearly 9% of Worldcoin’s circulating supply.
- Eightco itself describes the stock as public‑market exposure to OpenAI and Worldcoin, effectively making ORBS a proxy for tightly concentrated AI and digital‑identity risk.
Eightco Holdings has disclosed a $321 million balance sheet dominated by Worldcoin tokens and an indirect OpenAI stake, positioning the Nasdaq‑listed firm as one of the most concentrated public vehicles for AI and digital‑identity exposure. In an updated filing and press materials dated early April, the company reported holdings of 277,222,975 WLD, 11,068 ETH, a $90 million investment in OpenAI, a $25 million stake in Beast Industries and about $110 million in cash and stablecoins. Eightco said this portfolio makes it “the largest publicly traded company by holdings within the Worldcoin ecosystem.”
Balance sheet built around WLD
According to Eightco, “Worldcoin holdings total 277,222,975 WLD, representing nearly 9% of the current circulating supply.” At the reference price of roughly $0.25–$0.28 per WLD used in its disclosures, the position alone accounts for around $70–$78 million of treasury value, giving WLD outsized weight in the firm’s risk profile. The company adds that its 11,068 ETH holding and stablecoin balance sit alongside the WLD stack as part of a broader “digital asset position” designed to track upside in major crypto networks.
OpenAI and Beast Industries stakes
Eightco’s $90 million indirect investment in OpenAI represents “approximately 30% of [the company’s] total treasury position,” effectively tying a third of its asset base to the fortunes of the AI lab behind ChatGPT. The firm also holds a $25 million stake in Beast Industries, affiliated with creator MrBeast, framing this as part of a strategy at “the intersection of artificial intelligence, digital identity, and next‑generation consumer ecosystems.” “Through our investments in highly influential companies like OpenAI and Beast Industries, we are building a portfolio at the intersection of artificial intelligence, digital identity, and next‑generation consumer ecosystems,” Eightco CEO Kevin O’Donnell said in the announcement.
Proxy for WLD and OpenAI risk
In a related update, Eightco emphasized that its OpenAI stake “represents about 30% of its total treasury” and that it “holds nearly 9% of Worldcoin’s circulating supply,” explicitly pitching ORBS as a vehicle for public‑market exposure to OpenAI and Worldcoin. The firm highlighted previously announced $125–$130 million in new funding commitments led by Bitmine, ARK Invest and Payward (Kraken), capital it says will support continued expansion of this high‑beta AI‑plus‑crypto strategy.
