?? DESCRIPTION

Nasdaq-listed Eightco, also known as ORBS, has reported its total crypto holdings to start April, worth $326 million, with Worldcoin and artificial intelligence (AI) investments accounting for the lion’s share of its holdings. 

ZeroStack, another Nasdaq-listed company, shared that it has made an institutional commitment of $107 million as it plans to increase its strategic position in 0G token, which is the native token of the AI infrastructure protocol Zero Gravity. This financing will give ZeroStack about 21% of the total supply of 0G.

The two disclosures point to an increasing number of companies ditching the Bitcoin reserve playbook in favor of other cryptocurrencies, especially those that are linked to AI.

However, the move away from Bitcoin is mainly due to its current market outlook. The cryptocurrency is currently trading below $70,000, having fallen from the lofty heights it achieved last year. 

According to a March insight by CryptoQuant, apart from Strategy, corporate treasury companies purchased a combined 1,000 BTC in the past 30 days, a 99% decline from peak levels. 

What is driving Eightco’s bet on Worldcoin and private AI?

As of 30 March 2026, ORBS holds 277,222,975 WLD tokensvalued at $0.28 apiece, alongside 11,068 ETH. The company also has a $90 million indirect investment in OpenAI, a $25 million stake in MrBeast’s Beast Industries, and $109 million in cash and stablecoins. 

Its OpenAI investment represents roughly 30% of its total treasury position, while its WLD holdings, close to 9% of the token’s current circulating supply, make it the largest public market participant in the Worldcoin ecosystem.

There’s still an OpenAI connection with Worldcoin, now rebranded as World, as it is a private company co-founded by OpenAI’s CEO, Sam Altman.

Kevin O’Donnell, CEO of Eightco, said in a statement, “At ORBS, our strategy is focused on providing public market investors with the opportunity to invest in some of the most important private companies shaping the future of technology.” He added, “Through our investments in high-impact companies like OpenAI and Beast Industries, we are building a portfolio that sits at the intersection of artificial intelligence, digital identity, and next-generation consumer ecosystems.”

ORBS is backed by a $130 million institutional funding round led by an $80 million investment from Tom Lee-backed Bitmine, with ARK Invest and Kraken parent Payward each contributing $25 million. 

Brett Winton, chief futurist at ARK Invest and an ORBS board adviser, stated that the company is “helping to bridge a critical gap between public investors and transformative technologies.” 

The WLD position, however, faces near-term headwinds following World Foundation’s offloading of 239 million WLD tokens for $65 million via OTC transactions near all-time lows in late March, according to CoinMarketCap. 

Currently, the Worldcoin token, WLD, trades around $0.266, down by over 4.8% in the past 24 hours and a 32.4% decline over the past 30 days. 

ORBS itself is trading at $0.90, down by over 2.45% within the past 24 hours. 

ZeroStack makes $107M commitment to 0G 

AI-focused asset manager ZeroStack reportedly entered definitive agreementsfor a $107 million financing structured around 0G tokens.

Investors contributed 142,232,948 0G tokens, valued at $107 million on a 30-day pricing average, to a newly formed Texas subsidiary, Texas Blocker Corp., in exchange for ZeroStack shares. 

Upon a share exchange expected to close on or around July 5, 2026, Texas Blocker is going to be a wholly owned ZeroStack subsidiary. The deal also extinguished a previously outstanding 0G token-denominated convertible note, leaving ZeroStack debt-free.

Upon closing, ZeroStack will hold approximately 21% of the total 0G token supply. Michael Heinrich, CEO of 0G, called it “a landmark moment for the 0G ecosystem,” stating that a public company committing at that supply level sends “an unambiguous signal to the market” about the investability of decentralized AI infrastructure. 

ZeroStack had previously disclosed earning 3.2 million 0G tokens in staking rewards between January and early March at an annual percentage yield of roughly 22%, equivalent to approximately $50,000 per day, according to a March disclosure.

ZeroStack’s shareshaven’t received a bump since the news, as it is currently down by over 4.2%, trading at around $5.73.

If you're reading this, you’re already ahead. Stay there with our newsletter.

This detailed match analysis covers key moments, player performances, and tactical insights. Download the full report in PDF format.