$TIBBIR is still one of my top long-term bags right now and here's why.
$TIBBIR is "Ribbit" spelled backwards. @RibbitCapital wrote the first checks into Coinbase and Robinhood before anyone else believed in them. @mickymalka held 4% of all Bitcoin early on. These are not people who do things by accident.
Someone stealth-launches $TIBBIR in January 2025, no announcement, nothing. The wallet that deployed it traces back to mickym.eth, Malka's address. A SEC-registered entity called "Tibbir Trust" was already on file before the token launched, transferring Robinhood shares.
The token comes with an AI agent, Ribbita, that actually does things on-chain. Runs a store, burns tokens with every sale. And every time it transacts it uses Crossmint for payments, Privy for wallets, Coinbase rails for execution. Every single one of those is a Ribbit Capital portfolio company.
Then you find out Ribbit's internal partner letter from January 2024, a full year before launch, already had mockups of something called "Ribbita AI" pulling financial data from Revolut and Robinhood. They named it before any of this was public.
Two months after the token launches Ribbit leads Crossmint's funding round. Next day they announce a $500M fund around "Agentic Finance."
The follower list of the Ribbita account includes Coinbase Ventures, a16z, Fidelity, Grayscale, VanEck, Dragonfly.
These people do not follow meme coins.
If Ribbit ever goes public on this, the entry right now looks stupid cheap in hindsight.
Still early, but not for long.
Chainlink is the oracle for real world data. $TIBBIR is the oracle for AI agents.
ERC-8126 enables offchain AI agent verification
ribbita can bridge agent identity, reputation and trust from offchain systems to onchain networks.
@DonJohnsonSays co built this erc... IHNI🐸
Retail is last. They are the exit liquidity for everyone else who got early insider entry.
The system is broken. But someone, somewhere had the conviction to build something better.
Retail is first to a meme. Attention, hype, narrative, threads. Say nothing. The community that has an obsession with brand, with hunting for clues, deep diving breadcrumbs, will help change how people think about entire categories.
A token was launched in the midst of an exploding ai narrative. A meme. It captured attention, built a community, helped change people's minds and ways of thinking about tokens, token factories, identity, and trust
The system is broken. Retail is last. Until somewhere, someone decided to build something better.
$TIBBIR
.@mickymalka
ЯIBBIT CAPITAL.
@techsportsmark@CredibleCrypto@jack_t59794 If we bottom in September or August that wouldn't invalidate the 4 year cycle dumb-fuck, it would just be a slightly earlier bottom.
@techsportsmark@CredibleCrypto@jack_t59794 Brother you are actually retarded.
I don't think everything always has to play out exactly to a tee. There can be some variation and you have to account for that. This time we topped one month before last time around oh well but that's still really damn close.
@techsportsmark@CredibleCrypto@jack_t59794 Here, let me simplify it for you since you don't quite get it. The 4 year cycle is a date-range trend. Last time we topped in Nov 2021. This time we topped in October 2025. Last time we bottomed Nov 2022. This time we bottom in theory around October/Nov 2026. Hope this helps.
You´ll all know by now how early we were to $TIBBIR and I’m starting to get that feeling… the stealth phase might be wrapping up soon.
This one launched super quietly on Base back in early 2025 through the Virtuals ecosystem, no big announcement, no marketing blitz, just a clean deployment.
Ribbit Capital vibes all over it with on-chain breadcrumbs, AI agent ties, and a frog that feels way too intentional.
Right now it’s sitting around $120M+ market cap, already trading openly, with real holders and volume.
Feels like we’re approaching the “reveal & accelerate” moment. When a bluechip like this flips the switch, things can move fast.
The chart looks super primed too, bitcorn nearing a macro bottom.. it could be game on soon.
@techsportsmark@CredibleCrypto@jack_t59794 Respectfully, I don't even know what you're on about or what version of the 4 year cycle you're referring to. The 4 year cycle always was and always has been macro top late last year, and bear market bottom late this year.
@CredibleCrypto@jack_t59794 As much as I don't want the 4 year cycle to play out, your tweet feels like cope. The 4 year cycle said top late last year and bottom in Q3/Q4 of this year, so yes it is completely on track.
👀 Always pay attention to where the flows go when the market is at its shakiest.
That’s the clear signal where conviction is hiding.
Rn $TIBBIR is leading both Base AI and AI Agents in 6H netflows (+$128K) while the broader market struggles to find direction.
And that’s especially notable because flows are a trickle not a torrent rn.
When capital gets selective, who still attracts attention tells you a lot.
📊 $TIBBIR 6H onchain via @nansen_ai
• +10.2% (6H) → strong breakout
• #1 Base AI & AI Agents by 6H netflows
• Buy/sell ratio: 5.3× → overwhelming buyer dominance
• Exchange outflows: -$83.8K (4.3× avg) → aggressive accumulation
• 244 buys vs just 41 sells
• Consolidating near highs instead of retracing
🧠 What stands out
• Capital rotating into strength while the market struggles
• Buyers completely overwhelming sellers
• Exchange outflows suggest holders aren’t rushing to take profits
• Price holding breakout levels cleanly
• Flows remain scarce across the market, yet $TIBBIR continues attracting them
📌 TLDR
$TIBBIR continues doing what the strongest tokens do.
• attracting flows
• attracting attention
• holding structure
• outperforming in uncertainty
Anyone can attract capital when the market is easy.
The projects that continue pulling in flows when sentiment is weak are the ones that catch my attention.
When money is abundant, everything goes up.
When money gets selective, the winners become much easier to spot.
I know it can be hard for some people to trust a project that’s still operating in stealth mode.
But I trust the community.
And I trust the flows.
Both continue pointing in the same direction 👀
Still one of my highest-conviction holds on Base, and once again the market seems to be validating that view.
Markets choppy, 👀 still onchain — follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
playing out:
✅ Lighter announces agent trading features
✅ Robinhood launches agentic trading
could be next:
⏳ $TIBBIR emerging from stealth
⏳ Tibbir gets listed on Lighter & Robinhood
⏳ Trust & Identity layer/KYA/reputation
Meyer Malka the guy who just bought $20 million worth of $HOOD also deployed a crypto token ribbita-by-virtuals:native that's been in stealth for 1.5 years.
If you missed $HOOD pivot to ribbita-by-virtuals:native