Total value locked in the canonical bridge of World Chain, the Optimism Stack rollup operated by Worldcoin’s Tools for Humanity, climbed 32.87% over seven days to about $602M, according to a DefiLlama snapshot earlier this morning. The token tracked the move, with WLD up over 50% in the same window.

The bridge holds assets locked on Ethereum that mirror across to the L2, and at $605 million, it’s the chain’s deepest pool of collateral. Re7 Labs, the risk curator running the most active lending vaults on the chain, now sits at $32.69M deployed on World Chain, about 35% of its $92M cross-chain book. Morpho Blue is the lending venue underneath those vaults. The growth puts World Chain among the fastest-moving names in the lower tier of the L2 ranking on a percent basis, even as Base, Arbitrum and Optimism still dwarf it in absolute scale.

Bridge Inflow

Two World Chain TVL figures circulate, and they describe different things. The bridge TVL counts Ethereum-side assets locked to enable use on the L2, currently around $605M. The on-chain DeFi TVL counts assets sitting inside protocols deployed on World Chain itself, which DefiLlama puts at roughly $39.7M today.

The 33% move belongs to the bridge. The on-chain figure is up sharply too on a percent basis, with chain TVL history showing a 2,567% climb from $1.5M in October 2024, but it remains a thin slice of the bridged base.

Bridge inflow shows that holders are committing capital to the L2 environment, while on-chain leverage and DEX volume are expanding more slowly. Most of the bridged stack sits idle from a DeFi-yield perspective. The active deployment is concentrated in Re7 Labs vaults and a handful of Morpho markets.

WLD Price

Worldcoin’s token is up 52% over the past seven days to about $0.67, with a $2.3B billion market cap and a $6.7 billion fully diluted valuation, per CoinGecko. The 30-day chart shows a 189% gain, a sharper recovery than the chain TVL alone would imply. WLD remains roughly 94% below its March 2024 peak of $11.74.

The token’s recovery sequence has tracked a series of operational milestones at Tools for Humanity rather than a single trigger. Arthur Hayes exited his WLD position on June 6, days after his Maelstrom fund had publicly pitched the asset as a liquid AI-IPO trade.

World App 3 and Orb 2

Tools for Humanity rolled out World App 3.0 at its Unwrapped event last December, pitching the wallet as a super-app that bundles encrypted messaging, mini-apps from Polymarket and Kalshi, and stablecoin support across USDC, EURC and several LatAm currency tokens. The verification base now sits near 7M humans across roughly 35 countries and 2,000 Orb locations, up from about 6M earlier this year.

The smaller Orb 2 hardware, unveiled by the company in April, is the operational lever Tools for Humanity is leaning on for US expansion. The company has flagged a 7,500-Orb target for the country and a manufacturing run of more than 50,000 devices per year. Partnerships with Tinder, Zoom and Docusign for human verification, announced earlier this spring, route consumer traffic into the World ID stack outside the wallet itself.

Regulatory pressure has not eased

The privacy disputes that defined Worldcoin’s launch period remain mostly unresolved. Kenya’s High Court declared Tools for Humanity’s operations illegal in May 2025 and ordered a seven-day biometric data purge under Justice Aburili. Brazil’s ANPD blanket ban issued in January 2025 has not been lifted; the regulator threatened fines of about $8,800 per day if operations resumed. Germany’s BayLDA delivered a GDPR deletion order in December 2024. Spain’s AEPD ban from March 2024 is still in force.

None of those jurisdictions show up in the verification footprint Tools for Humanity now markets. The company’s public posture has been to describe the disputes as resolvable through compliance redesigns. Regulators have largely not agreed in writing.

What sustains the inflow trend

The L2 sits at 43rd by chain TVL on DefiLlama, behind Algorand and ahead of Vaulta. The bridge ranking puts it well inside the top tier of canonical-bridge balances among OP Stack chains. Whether the seven-day move marks a durable shift or another cycle peak depends on whether the deployed on-chain TVL catches up to the bridged base, or whether the bridge balance retraces toward where on-chain activity currently sits.

The two interpretations split cleanly on the read. If bridged capital becomes deployed capital, World Chain joins the working L2 group on more than nominal terms. If bridged capital sits idle and the WLD rally fades, the move logs as a positioning event tied to the broader Worldcoin recovery narrative rather than a structural step.