Market-cap peers

ARB vs WLD

Arbitrum and Worldcoin scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.

Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.

ARB score
134/250
42nd of 251 · CAUTIOUS HOLD
WLD score
89/250
196th of 251 · PASS
Variables won
19 to 1
5 level of 25
Framework prefers
ARB
by 45 points
01

What separates them

ARB scores 134 of 250 and ranks 42nd of 251. WLD scores 89 and ranks 196th. ARB leads by 45 points, which is a wide enough margin that the framework is not ambivalent. ARB takes 19 of the 25 variables, WLD takes 1, and 5 are level.

The framework rates ARB CAUTIOUS HOLD and WLD PASS. Two tokens close enough to compare do not have to land in the same band, and where they do not, the divergence table below is where the split comes from.

5 variables separate them by 3 points or more. ARB is clear on Regulatory Safety (7 against 2), Circulating / FDV Ratio (5 against 1) and TVL Trend (6 against 2).

Both score 3 or below on Protocol Revenue, Vesting Schedule, Buyback and Burn, Real Staking Yield. A weakness both sides share is not a reason to prefer either. It is a reason to check whether the category itself carries the problem.

WLD still has 62% of its eventual supply to enter circulation against 32.1% for ARB. On the same market capitalisation, a buyer of WLD is taking the 2.63x dilution path and a buyer of ARB the 1.47x one.

WLD is valued at $1.96B against $1.25B for ARB, a 1.6x difference. The smaller of the two scores higher on fundamentals, which is the disagreement worth understanding before either position is taken.

02

All 25 variables, head to head

Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.

Cash flow

Cash flow variables compared between ARB and WLD
Protocol Revenue3
1ARB +2
Revenue Trend5
2ARB +3
P/S Multiple4
1ARB +3
Real Staking Yield2
2level

Supply

Supply variables compared between ARB and WLD
Supply Inflation4
1ARB +3
Vesting Schedule3
1ARB +2
Circulating / FDV Ratio5
1ARB +4
Buyback and Burn3
1ARB +2

Ownership

Ownership variables compared between ARB and WLD
Smart Money Flows6
5ARB +1
Insider Selling4
2ARB +2
Holder Concentration5
2ARB +3

Traction

Traction variables compared between ARB and WLD
TVL Trend6
2ARB +4
Active Users7
6ARB +1
Developer Activity8
6ARB +2
Network Growth7
6ARB +1

Position

Position variables compared between ARB and WLD
Market Share8
5ARB +3
Competitive Moat5
5level
Institutional Adoption6
4ARB +2
Exchange Depth7
7level
Social Mindshare6
6level

Risk

Risk variables compared between ARB and WLD
Regulatory Safety7
2ARB +5
Catalyst Calendar6
5ARB +1
BTC Alpha Potential4
4level
Team Execution7
5ARB +2
Treasury Runway6
7WLD +1

Bars read outward from the centre: ARB to the left, WLD to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.

03

Market and supply

Market and supply figures for ARB and WLD
ARBWLD
Price$0.1840$0.5146
Market cap$1.25B$1.96B
Circulating67.9%38%
Dilution to full supply1.47x2.63x
Off all-time high-92.3%-95.6%
To recover the high13x22.7x
Total value locked$2.20Bnot published
NetworkArbitrumEthereum

Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.

04

Catalyst and risk on each side

ARB · CAUTIOUS HOLD

Catalyst

BOLD dispute resolution upgrade; Stylus enabling Rust/C++ smart contracts expanding developer base

Principal risk

42% circulating with significant investor releases remaining; sequencer revenue not well-accrued to ARB token holders

WLD · PASS

Catalyst

World App user growth; WLD as identity layer for AI agent verification

Principal risk

Only 16.5% circulating with huge team/investor releases; biometric data privacy lawsuits in EU/Korea; zero protocol revenue; FDV ~$3.1B

05

Common questions

Is ARB or WLD the better investment?
On this framework ARB scores higher: 134 against 89 of 250, and it is rated CAUTIOUS HOLD against PASS. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and ARB still wins 19 of the 25 individual variables against WLD.
What is the biggest difference between ARB and WLD?
Regulatory Safety. ARB scores 7 of 10 there and WLD scores 2, a gap of 5 points on a single variable.
Which is bigger, ARB or WLD?
ARB is valued at $1.25B and WLD at $1.96B on the latest market snapshot.
06

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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.