Market-cap peers

TAO vs WLD

Bittensor 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.

TAO score
128/250
49th of 251 · CAUTIOUS HOLD
WLD score
89/250
196th of 251 · PASS
Variables won
22 to 2
1 level of 25
Framework prefers
TAO
by 39 points
01

What separates them

TAO scores 128 of 250 and ranks 49th of 251. WLD scores 89 and ranks 196th. TAO leads by 39 points, which is a wide enough margin that the framework is not ambivalent. TAO takes 22 of the 25 variables, WLD takes 2, and one is level.

The framework rates TAO 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.

4 variables separate them by 3 points or more. TAO is clear on Real Staking Yield (6 against 2), Regulatory Safety (6 against 2) and Revenue Trend (5 against 2).

Both score 3 or below on Protocol Revenue, P/S Multiple, Supply Inflation, Vesting Schedule, Circulating / FDV Ratio, Buyback and Burn. 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 46% for TAO. On the same market capitalisation, a buyer of WLD is taking the 2.63x dilution path and a buyer of TAO the 1.85x one.

TAO is valued at $3.29B against $1.96B for WLD, a 1.7x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.

WLD trades 95.6% below its all-time high and TAO 61.8% below its own. Recovering the high needs 22.7x from WLD and 2.6x from TAO, which is the same statement read as the return each one has to produce.

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 TAO and WLD
Protocol Revenue3
1TAO +2
Revenue Trend5
2TAO +3
P/S Multiple3
1TAO +2
Real Staking Yield6
2TAO +4

Supply

Supply variables compared between TAO and WLD
Supply Inflation3
1TAO +2
Vesting Schedule2
1TAO +1
Circulating / FDV Ratio3
1TAO +2
Buyback and Burn2
1TAO +1

Ownership

Ownership variables compared between TAO and WLD
Smart Money Flows7
5TAO +2
Insider Selling5
2TAO +3
Holder Concentration4
2TAO +2

Traction

Traction variables compared between TAO and WLD
TVL Trend4
2TAO +2
Active Users5
6WLD +1
Developer Activity7
6TAO +1
Network Growth7
6TAO +1

Position

Position variables compared between TAO and WLD
Market Share7
5TAO +2
Competitive Moat6
5TAO +1
Institutional Adoption6
4TAO +2
Exchange Depth7
7level
Social Mindshare8
6TAO +2

Risk

Risk variables compared between TAO and WLD
Regulatory Safety6
2TAO +4
Catalyst Calendar6
5TAO +1
BTC Alpha Potential5
4TAO +1
Team Execution6
5TAO +1
Treasury Runway5
7WLD +2

Bars read outward from the centre: TAO 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 TAO and WLD
TAOWLD
Price$289.32$0.5146
Market cap$3.29B$1.96B
Circulating54%38%
Dilution to full supply1.85x2.63x
Off all-time high-61.8%-95.6%
To recover the high2.6x22.7x
Total value lockednot publishednot published
NetworkBittensorEthereum

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

TAO · CAUTIOUS HOLD

Catalyst

Dtao subnet tokenization enabling sub-token economies; AI compute demand structurally growing

Principal risk

No real revenue accrual to TAO; subnet quality highly variable; BTC-correlated with extra volatility; 44% supply still to emit

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 TAO or WLD the better investment?
On this framework TAO scores higher: 128 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 TAO still wins 22 of the 25 individual variables against WLD.
What is the biggest difference between TAO and WLD?
Real Staking Yield. TAO scores 6 of 10 there and WLD scores 2, a gap of 4 points on a single variable.
Which is bigger, TAO or WLD?
TAO is valued at $3.29B 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.