Eightco Holdings Inc. (NASDAQ: ORBS) said its treasury holdings totaled approximately $391 million as of July 26, 2026, comprising indirect exposure to OpenAI equity, Beast Industries equity, Ethereum (ETH), Worldcoin (WLD), and cash and equivalents.

The Easton, Pennsylvania-based company said in a July 27, 2026, PRNewswire announcement that its treasury composition as of July 26 included $90 million of OpenAI equity exposure held indirectly through special purpose vehicles, $18 million of Beast Industries equity, 16,278 ETH, nearly 302 million WLD, and $142 million in cash and equivalents. The company also said OpenAI recently announced that it had submitted a confidential S-1, positioning itself for a potential future initial public offering. A confidential S-1 submission is an early SEC filing step that allows a company to begin the IPO review process without immediately making the registration statement public, and it does not by itself set the timing or terms of an offering.

Eightco said the holdings update was intended to highlight its exposure across digital assets and strategic investments in private technology companies, including OpenAI and Beast Industries. Because several holdings are either digital assets or private-company interests held indirectly, the reported treasury value depends on token prices, cash balances, and valuation inputs for investments that may not trade in public markets.

On July 24, 2026, World Foundation announced a $52.5 million funding round led by Pantera Capital, with participation from Bain Capital Crypto, Eightco, Selini Capital, Susquehanna Crypto, and additional investors. World Foundation also marked the three-year anniversary of its launch into production, saying more than 39 million people had joined World Network, more than 18 million humans had been verified by an Orb, and the network had used more than 475 million World ID proofs since launch. The related source link was provided as said.

As of July 26, 2026, at 7:30 p.m. ET, ORBS’ holdings included a $90 million investment in OpenAI through SPVs, an $18 million funded investment in Beast Industries, a $1 million investment in Mythical Games, 301,971,219 WLD valued at $0.36 per WLD according to Coinbase, 16,278 ETH, and approximately $142 million in total cash and stablecoins, for total holdings of about $391 million.

“Clearly, the world is getting close to very powerful AI,” Sam Altman said recently. “We care more about humans than we care about AI. And we are so hardwired to care about people that I’m not afraid for the future as long as we can tell. World ID is our effort at that, and it’s been amazing to see the progress over the last year as people have adopted this and figured out how to integrate this into a new world.”

“The reduction in the WLD token issuance, which started on July 24, cuts incremental supply by half. This should substantially improve the net supply/demand balance for WLD and thus, supports the argument for improved risk/reward in prices,” said Tom Lee, a board member of Eightco (ORBS).

News cited by Eightco

Eightco management said it believes the company’s treasury portfolio includes components relevant to the future AI and digital financial system. The company cited several developments during the week.

On July 21, asset manager Grayscale was reported to have filed with the SEC to launch the first U.S. ETF tied to Worldcoin, according to Decrypt. ETF filings are subject to regulatory review and do not guarantee approval or launch.

Also on July 21, OpenAI announced the launch of its ChatGPT for small businesses program, an initiative designed to help small businesses improve productivity and scale their operations using ChatGPT, according to OpenAI.

On July 21, Franklin Templeton Digital Assets published a white paper by Sandy Kaul titled “Agentic AI—The Killer Use Case for Blockchain and Crypto.” Eightco said the white paper suggested that blockchains will facilitate machine-to-machine transactions and will be critical to the deployment of widespread agentic AI services. The company said this was consistent with its conviction that WorldID sits at the center of that interaction.

On July 22, OpenAI was reported to be planning a data center in Georgia with 3.2 gigawatts of power to be delivered in phases from 2028 to 2032, according to Axios.

On July 24, 2026, World’s token issuance schedule reached what Eightco described as a significant milestone. As outlined in the original World white paper, the network’s largest three-year token unlock period concluded, reducing the number of WLD entering circulation each day by approximately 43%, from about 5.1 million tokens to about 2.9 million. Eightco said ORBS currently holds 301,971,219 WLD, representing approximately 8% of the circulating supply and the largest publicly disclosed WLD position in the world. WLD will continue to enter circulation, but at roughly half the previous daily rate, materially slowing the growth of overall supply, according to World.

Eightco’s stated exposure to major trends

Eightco said it is organized around three trends that it expects to shape the next decade of innovation: artificial intelligence, digital identity, and the creator economy. The company said it has positions in each area through an indirect investment in OpenAI, representing 23% of ORBS’ treasury holdings; Worldcoin, representing 28%; and Beast Industries, representing 5%.

Artificial intelligence — OpenAI

Eightco said it has invested approximately $90 million in special purpose vehicles with exposure to equity interests in the parent company of OpenAI. The company said that amount represents approximately 23% of treasury assets and is one of the highest disclosed concentrations of any listed vehicle. SPV exposure typically means the investor owns interests in vehicles that hold or provide economic exposure to the underlying private-company equity, rather than directly controlling the operating company.

ChatGPT, OpenAI’s consumer app, is the No. 1 consumer AI app worldwide, according to Sensor Tower. Eightco also cited UBS via Reuters in saying ChatGPT crossed 900 million weekly active users in February 2026, making it the fastest-scaling consumer technology in history.

Digital identity — WLD token

Eightco said it holds nearly 302 million WLD, approximately 8% of circulating supply, which it described as the largest publicly disclosed institutional position globally. The company said the position represents approximately 28% of Eightco’s treasury assets.

Worldcoin is the native token of World, a global Proof of Human network built by Tools for Humanity, which was co-founded by Sam Altman and Alex Blania, and stewarded by the World Foundation. World’s Orb devices issue a privacy-preserving World ID that verifies a user is a unique human and not an AI agent. The use of biometric verification and digital identity systems remains a regulatory and public-policy focus in multiple jurisdictions, a risk area Eightco also highlighted in its forward-looking statement disclosures.

Under World’s announced business model, applications pay per-verification fees while end-user verification remains free. Both credential issuers and the World protocol monetize verified-human authentication. Eightco said World identifies a $6.35 trillion combined addressable revenue opportunity across 13 industries, including banking, e-commerce, gaming, social media, and agentic AI, citing Tools for Humanity.

Creator economy — Beast Industries

Eightco said it has invested $18 million in Beast Industries equity, approximately 5% of treasury assets.

Beast Industries operates one of the largest direct-to-consumer reach footprints in the world, with a combined follower base of more than 500 million across platforms, anchored by MrBeast as the most-watched person on YouTube globally. Eightco said that as AI commoditizes content production, distribution and audience trust become increasingly scarce assets.

About Eightco Holdings

Eightco Holdings Inc. (NASDAQ: ORBS) is a publicly traded company executing a Worldcoin (WLD) treasury strategy. The company says it provides investors with single-ticker indirect exposure to artificial intelligence through its indirect investment in OpenAI, digital identity through its position as the largest public holder of WLD and the Proof of Human protocol, and the creator economy through its equity stake in MrBeast’s Beast Industries.

Eightco said it is backed by institutional investors including Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera, and GSR. The company described its goal as building the infrastructure layer for human verification in the agentic AI era.

For more information, Eightco listed its X account as @iamhuman_orbs and its website as 8co.holdings.

Frequently asked questions from the announcement

Eightco said ORBS stock refers to Eightco Holdings Inc. (NASDAQ: ORBS), a publicly traded company on Nasdaq. The company said ORBS provides indirect exposure to OpenAI and Beast Industries.

On Worldcoin ownership, Eightco said it holds nearly 302 million WLD, approximately 8% of circulating supply and the largest publicly disclosed institutional position globally.

Eightco described Proof of Human as cryptographic verification that a user is a unique, living person and not a bot or AI agent. The company said it is foundational infrastructure for social networks, banking, agentic commerce, and any system requiring “one person, one account” in the agentic AI era.

Eightco said it relates to Proof of Human through its status as the largest publicly disclosed institutional holder of Worldcoin (WLD), the token powering World’s Proof of Human network.

Kevin O’Donnell is the CEO of Eightco Holdings (NASDAQ: ORBS). The company’s board includes Tom Lee, managing partner and head of research at Fundstrat and chairman of Bitmine Immersion Technologies (NYSE: BMNR). Brett Winton, chief futurist at ARK Invest, serves as an adviser to the board.

Forward-looking statements

Eightco said the press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. It said all statements other than statements of historical fact could be deemed forward-looking, including statements about the company’s expectation that artificial intelligence, digital identity, and the creator economy will shape the next decade of innovation; its belief that its treasury portfolio holds some of the most critical components for the future AI and digital financial system; anticipated improvement in WLD net supply/demand balance and risk/reward in prices following the reduction in token issuance; statements that blockchains will facilitate machine-to-machine transactions and will be critical to the deployment of widespread agentic AI services; and the company’s conviction that WorldID sits at the center of the interaction between AI and blockchain.

The company said forward-looking statements also include statements about World’s $6.35 trillion addressable revenue opportunity across industries spanning banking, e-commerce, gaming, social media, and agentic AI; the expected reduction in WLD token issuance after July 24, 2026, including the reduction from approximately 5.1 million tokens to approximately 2.9 million tokens daily; statements that the company holds the largest publicly disclosed WLD position globally; statements that distribution and audience trust become increasingly scarce assets as AI commoditizes content production; statements about the company building the infrastructure layer for human verification in the agentic AI era; statements that the company provides indirect exposure to defining trends through investments in OpenAI, WLD, and Beast Industries; statements that OpenAI submitted a confidential S-1, setting itself up for a potential future IPO; and statements about future phases of OpenAI’s data center project in Georgia from 2028 to 2032.

Eightco said words such as “plans,” “expects,” “will,” “anticipates,” “continue,” “expand,” “advance,” “develop,” “believes,” “guidance,” “target,” “may,” “remain,” “project,” “outlook,” “intend,” “estimate,” “could,” “should,” “positioned,” “view,” and similar words and expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such terms.

Forward-looking statements are based on management’s current beliefs and assumptions, which are subject to risks and uncertainties and are not guarantees of future performance. Eightco said actual results could differ materially because of factors including the company’s inability to direct the management or operations of private businesses where it is not a controlling stockholder, including OpenAI and Beast Industries; risk of loss or markdown on strategic investments, including its indirect position in OpenAI equity held through SPVs, its WLD position, and its Beast Industries equity position; its ability to maintain compliance with Nasdaq’s continued listing requirements; unexpected costs, charges, or expenses that reduce capital resources or delay capital deployment; inability to raise adequate capital to fund or scale business operations or strategic investments; volatility in digital asset prices, including WLD and ETH, which could materially affect the value of treasury holdings; regulatory changes, future legislation, and rulemaking negatively affecting digital assets, artificial intelligence adoption, or biometric data collection; and risks related to development, adoption, and market acceptance of Proof-of-Human technology and the World network.

The company also cited uncertainty regarding the pace and trajectory of agentic AI deployment in enterprise and consumer applications; uncertainty regarding OpenAI’s product roadmap, business model developments, and the timing or success of any IPO; risks related to Beast Industries’ ability to achieve growth projections; competition in digital identity and AI infrastructure markets; reliance on third-party sources for the valuation of certain investments; uncertainty regarding MrBeast’s continued success and the performance of Beast Industries’ creator-driven business model; risks related to concentrated positions in certain digital assets and private company investments; shifting public and governmental positions on digital assets or artificial intelligence-related industries; risks that WLD supply dynamics may not result in anticipated market effects; risks related to World Foundation’s funding, development, and ability to scale its network and business model; and risks associated with the timing and completion of OpenAI’s planned data center projects.

Eightco cautioned readers not to place undue reliance on forward-looking statements. It said additional risks and uncertainties are described in Eightco’s filings with the Securities and Exchange Commission, including the risk factors and other disclosures in its Annual Report on Form 10-K filed with the SEC on April 15, 2026, and other publicly available SEC filings. The company said all information in the release was as of the date of the release and that Eightco undertakes no duty to update the information or publicly announce revisions to forward-looking statements to reflect actual results or changes in expectations.