MrNasdog Pressure Framework · full analysis
10B hard cap, all minted at genesis. ~3404M circulating (34.0%). Daily linear unlock from the pre-minted reserves is the entire story — and the rate steps down 43% on Jul 24, 2026. No price talk — just the structural read.
World (formerly Worldcoin) launched on Jul 24, 2023. Unlike most chains, the full 10-billion cap was minted at genesis to the Ethereum mainnet contract. There is no "protocol inflation" in the bitcoin / proof-of-stake sense — the entire supply already exists, and the "sell" question is how much of the still-locked pre-minted reserves moves to circulating in any given window.
Allocation: 75% Worldcoin Community (user grants to Orb-verified humans + operators) · 13.78% TFH Investors · 10.02% Initial Development Team · 1.20% TFH Reserve. Tools for Humanity (TFH) is the for-profit dev company; the Worldcoin Foundation is the non-profit steward. World Assets, Ltd is the Foundation subsidiary that executes OTC sales.
The unlock is continuous and linear, no cliffs, through 2038. Before Jul 24, 2026 the aggregate emission is ~5.1M WLD/day (3.2M community + 1.9M team+investor). On that date it drops by 43% to ~2.9M WLD/day (1.6M community + 1.3M team+investor) — that cut lands inside the next-90d window.
The Pressure Framework asks one structural question:
Net 90d % = (sell total − buy total) / circulating × 100
Four sell sources (the schedule splits across community, team / investor, Foundation discretion, long-term locked / bankruptcy); four matching buy sources (programmatic buyback, fee burn, Foundation buying, new long-term lock). For WLD the buy side is structurally empty.
Last 90 days · sell total
17.66% of circulating
Next 90 days · sell projected
~11.66% of circulating
SOURCE #1
Last 90 days
3.2M WLD/day × ~89 days = ~285M WLD over the last 90 days. Distribution flows to Orb-verified humans (~40 WLD/month for a year per verification, ~20 WLD per passport credential) + Orb operators + ecosystem grants out of the 75% Community pool. Continuous linear, no cliffs.
Next 90 days
Straddles the Jul 24, 2026 cut: 56 days at 3.2M/day + 35 days at 1.6M/day = ~235M WLD. The rate steps down 50% on the community side that day.
Is this rule-based? Yes — the per-day rate is published by the Foundation and verified by realised circulating growth. Tag: fixed. This is the load-bearing sell line.
SOURCE #2
Last 90 days
1.9M WLD/day × ~89 days = ~169M WLD. In July 2024, Tools for Humanity extended 80% of team + investor WLD from a 3-year to a 5-year linear vest — daily linear unlock began Jul 24 2024 (after a one-year zero-transfer lock from launch) and runs through end of Jul 2028.
Next 90 days
56 days at 1.9M/day + 35 days at 1.3M/day = ~152M WLD. The team/investor cut on Jul 24, 2026 is smaller (−32%) because the underlying allocation is smaller.
Is this rule-based? Yes — the team + investor vest is on a fixed daily linear curve through Jul 2028. Tag: fixed.
SOURCE #3
Last 90 days
The Foundation, via subsidiary World Assets, Ltd, completed an OTC sale of ~239M WLD for ~$65M (avg $0.2719) to four counterparties — first settlement Mar 20, 2026, disclosed Mar 28. ~$40M (~147M WLD) was unrestricted and hits this last-90d window. The remaining $25M (~92M WLD) is on a 6-month lockup, releasing ~Sep 28, 2026 (outside the next-90d window).
Next 90 days
Projecting only residual market-maker loan rotations (~10M). The Sep 28 lockup release lands ~30 days AFTER the next-90d cutoff of Aug 27, 2026.
Is this rule-based? No — Foundation OTC sales and TFH Reserve deployments are discretionary, announced post-hoc. Tag: watching · estimate. The Sep 2026 lockup tranche is the next known event to monitor.
SOURCE #4
Last 90 days
No bankruptcy estate distributes WLD.
Next 90 days
Same — no scheduled long-term release in the window.
Last 90 days · buy total
0.00% of circulating
Next 90 days · buy projected
0.00% of circulating
SOURCE #1
Last 90 days
No protocol-level buyback contract exists on any chain hosting WLD. There is no revenue-to-WLD conversion mechanism.
Next 90 days
Same — no proposal active.
SOURCE #2
Last 90 days
Worldchain (the World L2) uses WLD as its gas token, but gas fees do NOT burn — they accrue to the sequencer as revenue. Same operational shape as exchange-operated rollups. No EIP-1559 base-fee burn on WLD.
Next 90 days
Same — no fee-burn mechanism announced for Worldchain.
SOURCE #3
Last 90 days
No Foundation accumulation programme. The Foundation is structurally a net seller — operational spend + ecosystem funding via OTC are funded by deploying held WLD, not by buying.
Next 90 days
Same — no programme announced.
SOURCE #4
Last 90 days
No staking contract locks WLD long-term. World ID verification gates grants but does not lock WLD.
Next 90 days
Same — no new lockup programme announced.
Plug the totals back into the formula:
Last 90 days = (601M − 0M) / 3404M × 100 = +17.66% to market
Next 90 days = (~397M − 0M) / 3404M × 100 = +11.66% to market
WLD reads heavily inflationary in both directions of the framework. Last 90 days: ~601M of supply moved to market (~17.7% of circulating) with zero off-market buy mechanism to offset it. Next 90 days project ~11.7% to market — the Jul 24, 2026 emission cut helps, but the underlying schedule is still the largest gross sell pressure in our coverage.
The structural read is one-sided. All meaningful supply pressure is the linear unlock from the pre-minted pool plus Foundation discretionary deployment. The buy ledger is empty across all four rows — no buyback contract, no fee burn on Worldchain, no Foundation accumulation, no staking lock. The framework gives no opinion on what that means for price — only that supply is the only side of the equation moving for WLD.
What to watch. The Jul 24, 2026 rate cut is scheduled and unconditional. The next discretionary event is the ~Sep 28, 2026 release of the $25M (~92M WLD) lockup tranche from the March OTC sale — that lands just outside the current next-90d window. The unlock continues through 2038; team + investor vest concludes Jul 2028.
MrNasdog Pressure Framework analysis of WLD, Metrics 1 & 2. Data + explanation only. Not financial advice. Updated May 28, 2026.