I do like Worldcoin's ambition. Few crypto teams are actually doing things in the real-world.
In summer of 2023, I went on @laurashin to say that $WLD may be more widely distributed than Bitcoin in the future.
I am fairly confident that will happen on a 1-2 year timeframe. Here is the math.
Bitcoin has around 106m users, 750k DAUs, and 30m MAUs. Today @worldcoin has 26m users, 1.7m DAUs, and 8m MAUs.
World is already exceeding Bitcoin DAUs by 2x+. Bitcoiners tend to hodl, while World users have an entire web3 app store of games, payments, and DeFi to create transactions on. We need a 4x on MAUs.
World has converted ~11m scans on <1K devices in 2 years. The number of devices is now going to 10x and probably 20x with Orb Mini, not to mention flagship stores and Razer locations.
Even assuming MAUs stay proportional to registered (network effects could increase this ratio), we just need 100m registered users.
World app has already converted ~1M users PER DAY at peak, with roughly half of users getting a scan. So we just need 148 days of peak *scanning* to get to 100m *registered* — but the reality is registered will be twice that.
Mass scans will have to ramp up over time as devices get distributed, and there are various risks and potential delays of course, but box that in by doubling the runway. On a two year timeframe frame that seems totally doable.
So will a currency that’s more widely distributed than Bitcoin be worth more than Bitcoin?
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