NASDAQ Giants Ditch Bitcoin: Eightco’s $326M Treasury Heavily Weighted Toward AI via Worldcoin and OpenAI Exposure

NASDAQ-listed companies are pivoting sharply from Bitcoin reserves toward AI-linked cryptocurrencies, with Eightco (ORBS) disclosing a $326 million treasury dominated by Worldcoin and OpenAI investments, while ZeroStack commits $107 million to acquire a 21% stake in AI infrastructure token 0G—signaling a major strategic shift in corporate crypto holdings.

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

As of 30 March 2026, ORBS holds 277,222,975 WLD tokens valued 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 agreements for 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 shares haven’t received a bump since the news, as it is currently down by over 4.2%, trading at around $5.73.

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