EASTON, Pa., May 13, 2026 — Eightco Holdings Inc. (NASDAQ: ORBS) announced an update to its treasury composition and reiterated its strategic exposure to artificial intelligence, digital identity, and the creator economy.
Treasury snapshot (as of May 12, 2026, 6:00 p.m. ET)
– Approximate total assets: $340 million.
– OpenAI (indirect, via SPVs): $90 million (~26% of treasury).
– Beast Industries equity: $18 million (~5% of treasury).
– Mythical Games: $1 million.
– Worldcoin (WLD): 283,452,700 WLD at $0.27 per WLD (Coinbase price) — ~23% of treasury by value and the largest publicly disclosed institutional WLD position.
– Ethereum (ETH): 11,068 ETH.
– Cash and stablecoins: ~$129 million.
Key developments and context
– OpenAI safety feature: On May 7, OpenAI launched a “Trusted Contact” option in ChatGPT to allow users to nominate a contact who can be notified if automated systems or reviewers detect serious self-harm risk. Eightco highlights this as an example of OpenAI’s ongoing emphasis on human safety.
– Potential OpenAI social network: Prediction market data recently put the chance of OpenAI releasing a social network in 2026 at roughly 64% (up from ~25% earlier this year). Media coverage has reported OpenAI exploring biometric approaches to help users distinguish human-generated content from synthetic content.
– Rising non-human activity: Independent data cited by Eightco indicates a wide range of bot, AI-generated, and inauthentic activity across internet domains, including: 75% of Polymarket volume, 53% of web traffic, 47% of email messages, 44% of U.S. equity buy-side executions, 35% of new website creation, and 30% of online product reviews. Eightco frames this as evidence of a growing “double human” problem—difficulty reliably identifying living human users as AI multiplies.
Strategy and thesis
Eightco positions its treasury to capture three megatrends:
– Artificial intelligence: Indirect OpenAI exposure gives the company a material stake in the leading consumer AI platform and related infrastructure growth.
– Digital identity: Worldcoin’s Proof of Human protocol and World ID aim to cryptographically verify unique humans. Tools for Humanity’s announced model charges applications per verification while keeping end-user verification free—World claims a multi-trillion-dollar addressable revenue opportunity across industries (per Tools for Humanity estimates).
– Creator economy: Beast Industries (anchored by MrBeast) provides a large direct-to-consumer distribution footprint (500M+ follower reach), a strategic asset as AI lowers content creation costs and raises the value of distribution and audience trust.
Quote
Thomas “Tom” Lee, Eightco board member, said the company believes AI and the infrastructure supporting AI will be among the largest drivers of global economic growth in the coming years, and that direct exposure to these trends positions Eightco to benefit from this multi-year cycle.
Additional information
– ORBS (Eightco Holdings Inc.) provides public, single-ticker exposure to indirect investments in OpenAI, a substantial institutional WLD position, and an equity stake in Beast Industries.
– CEO: Kevin O’Donnell. Board advisors include Tom Lee; Brett Winton serves as board advisor.
– Social: X: @iamhuman_orbs. Website: 8co.holdings.
Risk and forward-looking statements
This release contains forward-looking statements about market opportunities, product roadmaps, adoption of Proof of Human technology, prediction market probabilities, and expectations about AI and digital-asset trends. Actual outcomes could differ materially due to many factors, including inability to control or direct private companies in which the company holds interests, market and asset-price volatility (including WLD and ETH), regulatory or legislative changes affecting digital assets or biometric data, inaccurate third-party data, and general business or macroeconomic conditions. Investors should review Eightco’s SEC filings, including its Form 10-K and other reports, for a full discussion of risks.
For further details and company filings, see Eightco’s public disclosures on the SEC and the company website.