Worldcoin (WLD) go reach $5 by August because of AI IPO story

Published: 2026-06-04 08:11:05 |

Maelstrom, one investment firm wey dey linked to Arthur Hayes, talk say Worldcoin token WLD fit rally reach about $5 by August (around +900% from ~$0.50). Di firm dey frame WLD as a "clean proxy" for di AI IPO wave, arguing say di market never price in di same tech-stock optimism. Di timing attach to major AI fundraising/IPO catalysts: Maelstrom point to OpenAI confidential SEC IPO filing (May 22, possible September 2026 debut) and Anthropic confidential draft prospectus after May 28 valuation update following $65B funding round. For WLD-specific supply/demand, Maelstrom highlight two potential sources wey fit reduce sell pressure. First na "short overhang": one OTC WLD token sale for March reportedly make buyers hedge with WLD perpetual futures shorts, wey fit mechanically weigh down price until dem unwind di positions. Second, di Worldcoin unlock schedule dey expected to cut daily emissions by about 43% on July 24. Another demand angle na Eightco (ORBS), wey hold roughly 283M WLD and about $144M cash. If ORBS deploy dat cash to buy more of di heavily shorted WLD, Maelstrom expect possible "reflexive loop." Trading context: WLD dey reported as top-100 market-cap leader, up about 60% over di past week, and Maelstrom note say di token "no dey move often— but when e move, e move aggressively."

Bullish

Both article dem dey show one bullish WLD setup: (1) story boost from the “AI IPO” theme wey connect to OpenAI and Anthropic fundraising/IPO moves, and (2) specific WLD microstructure factors wey fit reduce selling pressure. New/additional detail for the later write-up na the emphasis on Maelstrom’s $5-by-August target and the clearer link to the perpetual-futures hedge “short overhang”, plus ORBS get plenty WLD + cash position wey fit be buyer. Together, these things fit support a momentum-driven price move short-term (as short positioning dey unwind and the July 24 unlock rate drop) and keep sentiment into the August window if the AI stock/IPO story still dey attract flows.