Arthur Hayes’ Maelstrom has placed Worldcoin at the center of one of crypto’s boldest AI-linked trades, arguing that WLD could climb to $5 by August as investors search for liquid exposure to the next wave of artificial intelligence listings. The thesis frames WLD as a proxy for the coming “AI mega IPOs,” not because the token gives holders a claim on OpenAI, Anthropic or other private AI companies, but because Worldcoin sits close to the identity layer of the AI economy. As synthetic content, bots and automated agents become harder to separate from real users, proof-of-human infrastructure becomes a more valuable narrative for public markets and crypto traders.