Fortune Crypto 100: Ribbit Capital
Although best known for its fintech investments, the Palo Alto-based Ribbit Capital has also been an influential crypto investor since the firm's start in 2012. Its founder, @mickymalka, invested $5 million directly into Bitcoin in 2013. He also invested in the crypto exchange Coinbase one year after its founding.
The firm's other top blockchain bets include the popular decentralized exchange Uniswap, the onchain analytics firm Chainalysis, and the fintech giant Robinhood, which has a suite of crypto offerings. @RibbitCapital manages more than $20 billion in investments.
the ticker is ribbita-by-virtuals:native ๐ธ
day 517 of holding $TIBBIR
- 517 days of learning
- 517 days of following Ribbit
- 517 days of building conviction
- 517 days of sharing my thesis
- 517 days of ignoring the crowd
- 517 days of trusting my intuition
- 517 days of shared fun
what's next?
i think we're about to witness a 10X+ weekly (ะฏ) candle very soon, followed by a long-term impulsive run with a cycle peak in the deca-billions.
to everyone who's been patiently holding tibbir: pre-GGs & i'm proud of you, brah. ๐ธ
$1.72 BILLION fled Bitcoin ETFs last week.
Largest single-week redemption since April 2025.
Corporate treasuries have gone quiet too. The two biggest buyers of this cycle, stepping back at the same time.
Meanwhile BlackRock just filed its fourth amendment for a yield-bearing Bitcoin ETF. Launch expected soon.
Read into that what you will.
5,000+ tweets by @ribbita2012 about KYA, agent identity, trust, commerce, and token factories, and 0 tweets about memecoins.
remember this when you're watching the pump sidelined.๐ธ
this time, it's not the $TIBBIR community members bull posting "soon" but multiple contributors of @virtuals_io ๐ธ
and it seems like the price compression on the log chart confirms it. the setup reminds me of the multi-year price compression of $XRP before its vertical rally.
Why has Micky Malka said NOTHING about $TIBBIR?
He never did with:
โข Coinbase โ silent until $1B
โข Robinhood โ quiet until IPO
โข Nubank โ years of stealth
His pattern: build quietly. Go public when ready.
$TIBBIR = same phase.
The silence IS the signal. ๐คซ๐ธ #TIBBIR
so the recent ribbita-by-virtuals:native alpha recap...
- Base & Robinhood announce Agentic Trading
- Micky Malka (Ribbit) bought $20M of $HOOD shares
- @DonJohnsonSays 's tweet hinting โERCโ
- Chris Johnson under a Robinhood tweet ๐
- sleuths found ERC-8126 (AI Agent Verification)
- ERC-8126 reached Final status on Ethereum
- co-authored by Chris Johnson from Virtuals
- ERC-8126 fits the KYA & Trust Layer thesis
- Chris joined our TIBBIR Tuesday space and started with this: "there are some things I can't talk about"
and this is the log chart...