Market-cap peers

DOT vs WLD

Polkadot 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.

DOT score
103/250
124th of 251 · WATCH
WLD score
89/250
196th of 251 · PASS
Variables won
11 to 11
3 level of 25
Framework prefers
DOT
by 14 points
01

What separates them

DOT scores 103 of 250 and ranks 124th of 251. WLD scores 89 and ranks 196th. DOT leads by 14 points, which is a real gap, though small enough that one variable moving would close much of it. DOT takes 11 of the 25 variables, WLD takes 11, and 3 are level.

The framework rates DOT WATCH 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. DOT is clear on Circulating / FDV Ratio (7 against 1), Real Staking Yield (7 against 2) and Regulatory Safety (7 against 2).

Both score 3 or below on Protocol Revenue, Revenue Trend, P/S Multiple, Supply Inflation, Buyback and Burn, TVL Trend. 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 18.7% for DOT. On the same market capitalisation, a buyer of WLD is taking the 2.63x dilution path and a buyer of DOT the 1.23x one.

WLD is valued at $1.96B against $1.88B for DOT, a 1.0x 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 DOT and WLD
Protocol Revenue3
1DOT +2
Revenue Trend3
2DOT +1
P/S Multiple3
1DOT +2
Real Staking Yield7
2DOT +5

Supply

Supply variables compared between DOT and WLD
Supply Inflation2
1DOT +1
Vesting Schedule5
1DOT +4
Circulating / FDV Ratio7
1DOT +6
Buyback and Burn1
1level

Ownership

Ownership variables compared between DOT and WLD
Smart Money Flows3
5WLD +2
Insider Selling5
2DOT +3
Holder Concentration5
2DOT +3

Traction

Traction variables compared between DOT and WLD
TVL Trend3
2DOT +1
Active Users4
6WLD +2
Developer Activity4
6WLD +2
Network Growth3
6WLD +3

Position

Position variables compared between DOT and WLD
Market Share3
5WLD +2
Competitive Moat4
5WLD +1
Institutional Adoption4
4level
Exchange Depth7
7level
Social Mindshare4
6WLD +2

Risk

Risk variables compared between DOT and WLD
Regulatory Safety7
2DOT +5
Catalyst Calendar4
5WLD +1
BTC Alpha Potential2
4WLD +2
Team Execution4
5WLD +1
Treasury Runway6
7WLD +1

Bars read outward from the centre: DOT 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 DOT and WLD
DOTWLD
Price$1.10$0.5146
Market cap$1.88B$1.96B
Circulating81.3%38%
Dilution to full supply1.23x2.63x
Off all-time high-98%-95.6%
To recover the high50x22.7x
Total value locked$220.0Mnot published
NetworkPolkadotEthereum

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

DOT · WATCH

Catalyst

JAM (Join-Accumulate Machine) upgrade modernizing parachain architecture

Principal risk

Parachain auctions discontinued; network fragmented; lost developer mindshare to Cosmos and Solana

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 DOT or WLD the better investment?
On this framework DOT scores higher: 103 against 89 of 250, and it is rated WATCH against PASS. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and DOT still wins 11 of the 25 individual variables against WLD.
What is the biggest difference between DOT and WLD?
Circulating / FDV Ratio. DOT scores 7 of 10 there and WLD scores 1, a gap of 6 points on a single variable.
Which is bigger, DOT or WLD?
DOT is valued at $1.88B 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.