2025-12-30 02:24:20

WLD's recent performance is indeed worth paying attention to. The data is here — it has surpassed Base to become the L2 chain in the Ethereum ecosystem that pays the most transaction fees to the mainnet per unit time. On the surface, it's just a ranking, but behind it reflects genuine on-chain activity.

Why are the transaction fees so high? Mainly due to two factors. First is data storage costs — the expenses of storing transaction data on L1 via the Blob mechanism. Second is the chain's operational costs — settlement and state verification both require resource investment, and ultimately these costs are settled with the Ethereum mainnet. In other words, the more fees paid, the more it usually indicates a large user base and frequent transactions, showing that the ecosystem is indeed popular. This is completely different from projects that rely solely on marketing hype with few actual users.

WLD's own narrative framework is also strong. It encompasses both AI and privacy narratives, supported by a network of international users, giving it features of sector innovation in this bull cycle. If subsequent hype around related sectors kicks off, it could indeed lead the pack for a period.

However, risks also exist. First is token unlock pressure. Currently, only 50% of tokens are in circulation, with a market cap of about $2.2 billion, and a large amount of tokens still to be released. Under these circumstances, continuous unlocking could put downward pressure on the price. Second, the current entry price is not cheap. Entering at high levels during the unlocking period risks being dumped on, which could lead to a price crash.

From a market cycle perspective, the real opportunity may emerge after liquidity pressure is released. Some believe that when WLD's market cap drops below $1 billion, unlocking pressure will significantly ease, and long-term institutional positioning could then realize its potential. Based on this logic, mid-2026 might be a noteworthy window — by then, circulating supply pressure will have been largely absorbed, possibly paving the way for a rebound.

Overall, WLD's fundamentals are solid; the key is waiting for the right entry point. Currently, high levels are not ideal, but if one can buy at lows after pressure is released, the return prospects could be more favorable.

WLD-3.32%

ETH-1.23%

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Ramen_Until_Rich

· 6h ago

Wait, higher transaction fees = actual activity? That logic feels a bit far-fetched to me... Maybe I've been brainwashed by marketing. Now entering WLD is really a gamble, with a 50% circulation rate hanging in the balance. The day they unlock and dump will probably be pretty tough. Buy again in 2026? Bro, I can't wait that long haha

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MetaverseVagabond

· 6h ago

Higher fees = true activity, this logic makes sense, but frankly, right now it's just the price for bagholders. With a circulation rate of 50%, still bleeding out, who dares to buy at a high level? I'll consider it when it drops below 1 billion.

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DaoDeveloper

· 6h ago

the blob mechanism making WLD's fee structure more transparent than most l2s tho... that's kinda the point everyone misses. it's not just activity, it's *verifiable* activity on-chain. the tokenomics squeeze is real tho ngl, waiting for that 10b floor seems like the pragmatic play here

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BTCRetirementFund

· 6h ago

This fee data is indeed solid and reliable, unlike some projects that boast excessively. Be cautious about the unlocking pressure; a 50% circulation rate is really a bit risky. Waiting until 2026 to get in feels a bit far, but the logic also makes sense. Catching the bag at a high level is really just foolish. This narrative framework is pretty good; the dual-track competition is somewhat interesting. Let's wait and see, no need to rush.

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FlatTax

· 6h ago

Wait a minute, does higher transaction fees mean higher activity? I feel like there's something off about that logic... --- Still daring to buy at high prices with a 50% circulation rate, isn't that just asking to get wrecked? --- To put it nicely, it's basically waiting for the unlock to buy the dip, let's talk about it in 2026. --- AI + privacy dual narrative, this is what every project is talking about now... but actually, only a few people are using it. --- More transaction fees = popular ecosystem, so does the reverse logic also hold... --- Circulating market cap of 2.2 billion, buying in now, then dropping below 1 billion after unlock, sounds really promising. --- WLD is just betting on the subsequent sector hype to start, in simple terms, it's a story coin. --- Buying at the low point after pressure is released... isn't this a typical cycle of chasing highs and killing lows?

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WalletDoomsDay

· 6h ago

Haha, it's another story about waiting for the bottom, mid-2026? Then I'll just lie flat for now. --- Higher transaction fees mean higher activity? I think it's more about inflated Gas fees; this logic doesn't quite hold up. --- A 50% circulation rate is still just a story; only true warriors dare to buy in now. --- This wave of WLD is just betting on subsequent hype; without a bit of luck, it's easy to get stuck. --- The part about unlocking pressure is written quite well; finally, someone dares to directly talk about the risks. --- Wait, wait, wait, is the logic saying we shouldn't touch it now? Then what am I hesitating for? --- Bull market cycle + AI narrative is indeed attractive, but with such a high price level, the risk-reward ratio isn't proportional. --- With a market cap of 2.2 billion and so much unlocking volume behind it, who dares to put real money in at a high level?

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GweiWatcher

· 6h ago

High fees don't necessarily mean a good project. This logic is a bit presumptive. When the profit-making effect is strong, everyone dares to trade; when the market cools down, you'll see what's real and what's not.

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