Humanity
$0.1511
STRICT-Score
Max. Potenzial
7.6x
Potenzieller Ertrag
Wahrscheinlichkeit
65%
Erfolgschance
Risikoniveau
4/10
Mittleres Risiko
Marktkapitalisierung
$276.21M
Volumen
$49.65M
STRICT-Score Aufschlüsselung
Unser proprietäres Bewertungssystem evaluiert Projekte anhand von 6 Schlüsseldimensionen.
Analyseübersicht
Analyseübersicht
Humanity Protocol is a decentralized identity network that launched its mainnet on August 8, 2025, valued at $1.1 billion. The protocol uses palm biometrics and zero-knowledge proofs to verify real humans while protecting privacy, positioning itself as a privacy-first alternative to Worldcoin. Trading at $0.122 with a $269M market cap and 2.2B circulating supply out of 10B max, H has surged 103% in the past week. The protocol raised $30M in seed funding led by Kingsway Capital, with backing from Animoca Brands and Polygon Labs. Founder Terence Kwok, previously founder of Asian unicorn Tink Labs, leads a team implementing zkTLS technology to bridge Web2 credentials with Web3 services.
Investitionsthese
Humanity Protocol addresses the critical need for Sybil-resistant identity verification in an AI-dominated future where distinguishing humans from bots becomes essential. The protocol's use of palm biometrics is less invasive than Worldcoin's iris scanning, potentially offering better regulatory positioning as EU AI Act (2025) mandates stricter KYC requirements. With 5M+ Human IDs created during testnet and zkTLS mainnet enabling credential linking from major partners like Delta, Emirates, Marriott, and Hilton, the protocol demonstrates real utility beyond speculation. The November 2025 Mastercard collaboration for open banking integration and partnerships with Morpho and Moongate signal institutional adoption. At current $269M market cap versus $1.1B valuation, there is significant upside if the protocol captures even a fraction of the decentralized identity market, particularly as phase 2 palm-scan verification rolls out in Q4 2025.
Wettbewerbsposition
Humanity Protocol enters a nascent but critical market for decentralized identity, competing directly with Worldcoin (10M+ users, Sam Altman backing), Civic, and Proof of Humanity. Key differentiators include palm biometrics versus iris scanning, zkTLS for privacy-preserving credential verification, and strategic positioning away from Worldcoin's regulatory troubles. The August 2025 mainnet launch with immediate airline, hotel, and Mastercard partnerships demonstrates execution capability. However, Worldcoin's first-mover advantage with 10M+ users and institutional backing from a16z creates a significant moat. Humanity's $1.1B valuation (versus Worldcoin's higher valuation) and 5M testnet users suggest 20-50% market positioning. The protocol's focus on Web2-to-Web3 bridging via zkTLS is unique, enabling LinkedIn, university transcripts, and loyalty program verification without exposing data. Success depends on converting privacy advantages into user growth, particularly if EU AI Act enforcement favors less invasive biometrics. Partnerships with Animoca Brands, Polygon, and Morpho provide ecosystem support, but scaling to competitive user numbers remains the critical challenge for 2026.
Fazit
Humanity Protocol presents a compelling risk-reward proposition in the emerging decentralized identity sector, differentiated by privacy-preserving palm biometrics and zkTLS technology. The $1.1B valuation with backing from Animoca and Polygon, plus early partnerships with Mastercard and major airlines, validates the approach. However, near-term risks include post-airdrop sell pressure (35% drop Dec 2025), competition from Worldcoin's 10M+ users, and regulatory uncertainty. Accumulate on dips below $0.10 with 12-18 month horizon targeting phase 2 device rollout and Mastercard integration. The protocol must prove it can scale from 5M testnet users to 20M+ to justify current valuation and compete effectively.
Stärken
- Privacy-preserving technology using zkTLS that keeps biometric data client-side, avoiding Worldcoin's regulatory scrutiny across EU, Kenya, and Hong Kong
- Strong backing with $30M seed funding led by Kingsway Capital, Animoca Brands, and Polygon Labs at $1.1B valuation
- Mainnet launched August 8, 2025 with immediate partnerships including Mastercard, major airlines (Delta, Emirates, Singapore), and hotels (Marriott, Hilton)
- Proven team leadership with founder Terence Kwok who built Asian unicorn Tink Labs, plus advisors from Animoca (Yat Siu) and Polygon (Sandeep Nailwal)
- Fixed 10B token supply with balanced distribution: 24% ecosystem fund, 30% combined community rewards, preventing excessive inflation
Risiken
- Post-airdrop crash of 35% on December 4, 2025 demonstrates high sell pressure and weak holder conviction compared to Worldcoin's 10M+ user base
- Regulatory uncertainty remains despite privacy focus, as EU AI Act and global data protection rules could restrict biometric verification protocols
- Early-stage adoption with only 5M testnet Human IDs versus Worldcoin's proven 10M+ users, requiring 2-5x growth to reach competitive scale
- High token unlock risk with 19% allocated to early contributors and vesting schedules not fully disclosed, potentially creating future sell pressure
- Technology adoption challenge as palm-scan verification requires hardware devices or mobile apps, creating friction versus simpler alternatives
Kommende Katalysatoren
Phase 2 palm-scan verification device rollout in major cities
Zeitrahmen: Q4 2025
Mastercard open banking integration goes live
Zeitrahmen: Q1 2026
Major exchange listings on Binance or Coinbase
Zeitrahmen: Q1-Q2 2026
EU AI Act compliance certification and regulatory clarity
Zeitrahmen: Q2 2026
Cross-chain interoperability launch with XRP, Polygon, Cardano
Zeitrahmen: Q2-Q3 2026
Preisziele
Regulatory crackdown similar to Worldcoin investigations halts biometric verification protocols, combined with continued post-airdrop sell pressure and failure to scale beyond 5M users
Successful phase 2 palm-scan rollout achieves 15-20M users by end 2026, Mastercard integration drives institutional adoption, and regulatory clarity emerges favoring privacy-preserving approaches
Humanity becomes the de facto decentralized identity standard with 50M+ users, EU AI Act compliance certification provides regulatory moat, and zkTLS technology gets adopted across major DeFi protocols and DAOs
STRICT-Score
Bewertung: 72/100 | Potenzial: 7.6x
Haftungsausschluss: Diese Analyse dient nur zu Informationszwecken und sollte nicht als Finanzberatung betrachtet werden. Führen Sie immer Ihre eigene Recherche durch, bevor Sie Anlageentscheidungen treffen. Investitionen in Kryptowährungen sind volatil und mit erheblichen Risiken verbunden.