Eightco Holdings Inc. (NASDAQ: ORBS) updated its reported treasury mix as of May 12, 2026, detailing expanded positions across artificial intelligence, digital identity and the creator economy. The company says its portfolio totals roughly $340 million and includes private-equity exposure to leading AI and creator businesses alongside material crypto holdings.
Treasury snapshot (May 12, 2026)
– Approximately $90 million invested indirectly (via SPVs) in equity of OpenAI.
– $18 million funded equity position in Beast Industries.
– $1 million investment in Mythical Games.
– 283,452,700 Worldcoin (WLD) valued at $0.27 per WLD (Coinbase reference).
– 11,068 Ethereum (ETH).
– About $129 million in cash and stablecoins.
– Total assets: ~ $340 million.
Why these exposures
Eightco says its treasury targets three secular trends it expects to drive the next decade: 1) artificial intelligence, 2) digital identity and Proof of Human, and 3) the creator economy. The company highlights that these positions provide indirect exposure to some of the most influential private technology platforms and protocols.
Artificial intelligence — OpenAI
Eightco’s SPV exposure to OpenAI represents roughly 26% of its reported treasury assets. Management points to OpenAI product developments and rapid consumer adoption as validation of the AI thesis: ChatGPT remains the top consumer AI app globally and exceeded roughly 900 million weekly active users as of February 2026. Recent product moves cited by Eightco include ChatGPT’s May 7 rollout of an optional “Trusted Contact in ChatGPT” safety feature.
Market signals also show growing expectations for OpenAI expansion: prediction-market data cited by Eightco put the probability of OpenAI releasing a social network in 2026 at about 64%, up from roughly 25% earlier in the year. News coverage has reported OpenAI exploring biometric approaches to distinguishing humans from bots on social platforms.
Digital identity — Worldcoin (WLD) and Proof of Human
Eightco holds more than 283 million WLD, representing roughly 8.39% of circulating supply and the largest publicly disclosed institutional position, according to the company. Worldcoin (WLD) is the native token of World, a Proof of Human network built by Tools for Humanity. World’s Orb devices issue privacy-preserving World IDs that are intended to verify a user is a unique human rather than an AI agent.
Under the announced World business model, enterprise applications pay per-verification while end-user verification remains free. Tools for Humanity has estimated a combined addressable revenue opportunity of about $6.35 trillion across 13 industries, spanning banking, e-commerce, gaming, social media and agentic AI use cases. Eightco says its Worldcoin holding represents about 23% of the company’s treasury value.
Creator economy — Beast Industries
Eightco’s $18 million investment in Beast Industries (about 5% of treasury assets) gives the company exposure to one of the largest direct-to-consumer creator platforms, anchored by MrBeast. Beast Industries reportedly reaches a collective audience of 500 million-plus followers across platforms. Eightco argues that as AI commoditizes content production, distribution and audience trust become increasingly valuable.
Non-human activity on the internet
Eightco highlighted third-party data showing substantial inauthentic or AI-generated activity across several online categories, arguing this underlines demand for Proof of Human infrastructure. Data points cited include non-human shares of activity 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
– 30% of online product reviews
Eightco also referenced independent analysis suggesting that the social category OpenAI might target already contains a non-trivial share of non-human activity (reported ranges in related categories of roughly 15–43%). The company frames Proof of Human verification as foundational infrastructure for “one person, one account” requirements across social networks, financial services and emerging agentic commerce.
Portfolio mix and governance
Eightco states its treasury is concentrated in these three themes: OpenAI exposure (~26%), Worldcoin (~23%), and Beast Industries (~5%), with the remainder in crypto, cash and smaller private investments. Kevin O’Donnell is CEO; the board includes Tom Lee as a director and Brett Winton serves as a board advisor.
About Eightco Holdings
Eightco Holdings (ORBS) is a Nasdaq-listed company that says it provides single-ticker, indirect exposure to OpenAI, Worldcoin and select creator-economy assets through a treasury strategy built around Proof of Human and AI infrastructure.
Important notes and risks
The company’s release reiterates that many statements are forward-looking and subject to risks, including volatility in digital-asset prices, regulatory changes, uncertainty around the adoption of Proof of Human technology, and the fact that Eightco holds non-controlling, indirect interests in private companies. Investors should review Eightco’s SEC filings for a fuller discussion of risk factors.
Contacts and resources
X: @iamhuman_orbs
Website: 8co.holdings
(Information in this summary is based on Eightco’s disclosure as of May 12, 2026.)