Eightco Holdings Inc. (NASDAQ: ORBS) today updated the composition and value of its treasury as of May 27, 2026, reporting roughly $374 million of total assets and reaffirming its focus on three macro trends: artificial intelligence, digital identity, and the creator economy.

Treasury snapshot (May 27, 2026, 4:00 p.m. ET)
– Indirect OpenAI equity (via SPVs): $90 million
– Beast Industries equity (MrBeast’s company): $18 million
– Mythical Games equity: $1 million
– Worldcoin (WLD): 283,452,700 WLD valued at $0.35 per token (Coinbase price)
– Ethereum (ETH): 11,068 ETH
– Cash and stablecoins: approximately $144 million
Total reported assets: approximately $374 million.

Portfolio emphasis and allocations
Eightco describes the portfolio as concentrated in three defining trends of the coming decade: AI (OpenAI exposure, ~24% of the treasury), digital identity (Worldcoin/WLD, ~26% of the treasury and ~8.3% of WLD’s circulating supply), and the creator economy (Beast Industries, ~5% of the treasury).

Notable recent developments highlighted by Eightco
– OpenAI: On May 20, Eightco noted media coverage that one of OpenAI’s internal models autonomously disproved a longstanding conjecture in discrete geometry, illustrating advanced reasoning capabilities. On May 15, OpenAI also launched ChatGPT Personal Finance for Pro users in the U.S., enabling secure linking of accounts across thousands of institutions. Several outlets reported OpenAI may be preparing an IPO filing.
– Beast Industries: On May 12, Beast presented a two-sided creator marketplace and its distribution engine Vyro to advertisers, and management guided full-year 2026 revenue of $1.6 billion (up from $899 million in 2025). The live taping of Beast Games Season 3 occurred on May 24.

Why Worldcoin matters in Eightco’s thesis
Worldcoin’s WLD token and the World protocol are positioned as a global Proof of Human network. Tools for Humanity’s Orb device issues a privacy-preserving World ID intended to verify unique humans rather than AI agents. Eightco states this credentialing model targets enterprise and consumer use cases where verified-human authentication could be monetized (verification fees for applications), and the company cites Tools for Humanity’s estimate of a multi-trillion-dollar addressable revenue opportunity across sectors such as banking, e-commerce, gaming, social media, and agentic AI.

Data on non-human and inauthentic activity
Eightco referenced independent data (Fundstrat and other sources) showing substantial non-human or inauthentic activity across many online domains, with reported shares including: 75% of Polymarket trading volume, 53% of web traffic, 47% of emails sent, 44% of U.S. equity buy-side execution, 35% of new website creation, and 30% of online product reviews. The company frames Proof-of-Human verification as infrastructure to address those risks in an era of proliferating deepfakes and agentic AI.

Strategic rationale
Eightco says its treasury provides investors with single-ticker exposure to an indirect OpenAI stake, the largest publicly disclosed institutional WLD holding, and a stake in a major creator-economy platform. The company emphasizes distribution and audience trust as scarce assets as AI commoditizes content creation and positions its holdings as exposure to the infrastructure layer for human verification.

Risks and forward-looking information
Eightco’s release includes the customary forward-looking statements and risk disclosures. Key risks cited include limited control over private companies where Eightco is not a controlling stockholder (OpenAI, Beast Industries), price volatility in digital assets (WLD, ETH), regulatory or legislative changes affecting digital assets, AI or biometric data use, the potential for reductions in the value of strategic investments, and uncertainties around adoption of Proof-of-Human technology. Investors are reminded not to place undue reliance on forward-looking statements and to review Eightco’s SEC filings for additional risk factors.

Investor resources
– X: @iamhuman_orbs
– Website: 8co.holdings

All figures and statements are reported by Eightco and are as of the date of the company’s release on May 28, 2026. This summary is a rewrite of the company’s update and does not constitute investment advice.

Eightco Holdings Inc. (NASDAQ: ORBS) today reported an approximate $374 million treasury comprised of equity exposures, digital assets and cash as of May 27, 2026.

Summary of holdings (as disclosed):
– $90 million in indirect equity exposure to OpenAI (held via SPVs)
– $18 million equity in Beast Industries
– $1 million in Mythical Games
– 283,452,700 Worldcoin (WLD) (priced at $0.35 per WLD on Coinbase)
– 11,068 Ethereum (ETH)
– Approximately $144 million in cash and stablecoins

Key points and recent developments
– Eightco says its treasury is positioned across three macro trends: artificial intelligence, digital identity and the creator economy, with OpenAI representing roughly 24% of the treasury, Worldcoin about 26%, and Beast Industries about 5%.
– OpenAI: Eightco’s $90 million indirect exposure reflects the Company’s emphasis on AI. Recent headlines cited an OpenAI model that autonomously disproved a decades-old conjecture in discrete geometry, and the company launched ChatGPT Personal Finance for Pro users in the U.S., enabling secure linking of bank, brokerage and credit accounts across 12,000+ institutions. Media reports in late May also suggested OpenAI may be preparing an IPO.
– Worldcoin (WLD): Eightco holds more than 283 million WLD, approximately 8.3% of circulating supply and the largest publicly disclosed institutional position, according to the company. Worldcoin is native to World, a Proof-of-Human network built by Tools for Humanity; its Orb devices issue a privacy-preserving World ID that verifies a user is a unique human rather than an AI agent. World has announced a business model in which applications pay per-verification fees while end-user verification remains free, and Tools for Humanity estimates a multi-trillion-dollar addressable revenue opportunity across banking, e-commerce, gaming, social media and agentic AI.
– Beast Industries: Eightco has a $18 million stake in Beast Industries, the media and creator platform founded by Jimmy Donaldson (MrBeast). Beast recently presented a two-sided creator marketplace and a distribution engine called Vyro, and guided full-year 2026 revenue to $1.6 billion.

Non-human activity and Proof-of-Human relevance
– Eightco highlighted independent and third-party data indicating a growing share of internet activity is generated by bots or AI agents. Cited estimates include non-human shares such as 75% of Polymarket trading volume, 53% of web traffic, 47% of emails sent, 44% of U.S. equity buy-side execution, 35% of new website creation and 30% of online product reviews. The company argues these trends reinforce demand for Proof-of-Human solutions like World ID.

Management view
– Board member Thomas Lee said the demonstrated reasoning capabilities of advanced AI models reinforce Eightco’s investment thesis and the prominence of OpenAI in its balance sheet.

About Eightco
– Eightco is a publicly traded vehicle that aims to provide single-ticker indirect exposure to AI, digital identity and the creator economy through its positions in OpenAI (via SPVs), Worldcoin (WLD) and Beast Industries. The company notes backing from several institutional investors and describes its strategy as building infrastructure for human verification in an era of increasingly agentic AI.

Forward-looking information and risks
– The company reiterated standard forward-looking disclaimers: statements about future adoption, revenue, product roadmaps, valuations, regulatory developments, and market trends involve risks and uncertainties. Actual results could differ materially due to factors such as volatility in digital asset prices, regulatory change, inability to control private companies where Eightco is not the majority owner, and the general uncertainty around adoption of Proof-of-Human technology and agentic AI.

For more information, Eightco listed its X handle @iamhuman_orbs and website 8co.holdings. All data and statements above are as of May 27, 2026, per the company’s disclosure.