Overview
- The company disclosed on June 3, 2026 that its treasury totals roughly $437 million, up from about $340 million on May 12.
- The largest holding is 283.45 million WLD Worldcoin tokens valued at about $156 million, representing roughly 8.4% of circulating WLD and about 36% of the treasury.
- Eightco holds an approximately $90 million indirect exposure to OpenAI through special purpose vehicles, which makes up about 21% of the treasury.
- Other assets include 16,278 ETH, roughly $142 million in cash and stablecoins, an $18 million stake in Beast Industries, and $1 million in Mythical Games.
- The disclosure puts reported net asset value above the company’s market cap and shows very high short‑term liquidity, meaning investors now face a valuation gap and near‑term sensitivity to AI IPO developments such as a potential OpenAI filing.