$ORBS — what investors on X are saying · SpikePanel
$ORBS — investor discussion on X
About the company
Eightco Holdings pivoted from making corrugated boxes to running the Worldcoin treasury strategy, building tech for human authentication and Proof of Human IDs.
Revenue is tiny at USD 0.03B annually, with negative gross margins (-4.81%) and deep net losses (-1260.92% net margin). No profitable segment; money burns on operations.
No visible moat: the pivot to Worldcoin treasury is a strategy, not a defensible business. Competitors like Tools for Humanity and other crypto infrastructure firms can replicate this approach easily.
