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Log in to commentThe orb rollout in places like Kenya and Argentina was moving faster than most people noticed, so I think there's at least some genuine adoption underneath the noise, not just AI vibes dragging it along.
Real adoption matters, but "people scanning their eyes for tokens" tells me the incentive structure is doing the heavy lifting, not organic demand for whatever WLD is actually supposed to do.
Supply overhangs get priced in way earlier than people think, by the time the unlocks actually hit, the market's already chewed through the fear and moved on.
Guess I'll keep my eyeballs, thanks.
The identity layer is the product, and whoever controls that layer controls everything built on top of it.
Fat tails cut both ways with this one