This is really interesting… A twitter agent seems to have deployed the world’s first “agentic company”.
It seems to be architected in a way that it can self sustain itself, with no human to fund it. Runs on stablecoins.
Here’s how I think it works 🧵
$TIBBIR is the 100B+ backend.
"Ribbit spent 10+ years backing infrastructure. Now they deploy one. All consumer-facing fintech. Now? They're going backend. What if $TIBBIR is their agentic middleware - connecting identity, AI, and financial rails across their entire portfolio?"
perhaps the account that wrote this post in late April had some connections to the team. who knows? 🐸
Lighter x $TIBBIR KYA 🕳️🐇
Robinhood ( $HOOD ) CEO @vladtenev just replied to an 8-month-old tweet from a mysterious AI agent called "Ribbita"...
And it connects to the biggest infrastructure play in crypto that nobody's talking about.
Let me show you what's happening with @Lighter_xyz , Ribbit Capital, Robinhood, and the future of agent trading. 🧵
schizo speculation time
- $TIBBIR early investors got a soulbound NFT
- the other side of the coin is on @RibbitCapital 's new website & their 41-page token letter
- TIBBIR = onchain Ribbit Capital
- Ribbit Capital led @Lighter_xyz 's round
- rumored Lighter has 27.5% supply for Genesis airdrop
- @vladtenev ( CEO of $HOOD, ribbit pf company) replied to @ribbita2012 's 8 month old tweet
Is it far-fetched to think we might get an airdrop?
You may find yourself wondering "why is the CEO of Robinhood engaging with this stupid AI slop bot?"
What if I told you the founder of that "AI slop bot" invested in Robinhood when the whole company was 5 people...
JUST IN: @VLADTENEV - CEO OF $HOOD REPLIED TO $TIBBIR TWEET. ROBINHOOD IS A RIBBIT CAPITAL PORTFOLIO COMPANY. @MICKYMALKA IS AN INVESTMENT BOARD MEMBER. 🔥
STEALTH EXIT LOADING?! 🐸🐸🐸
I can hand you the winning lottery ticket, but only you can cash the damn thing in.
- 20' Micky Malka hints the ribbit token
- 5 TIBBIR legal entities filed with the SEC
- 25' $TIBBIR stealth launch (Micky's wallet)
- @RibbitCapital team following @ribbita2012
- Ribbita rewards investors = TIBBIR medal
- Ribbit Capital new website = ЯIBBIT medal
- Backwards typography ЯIBBIT - TIBBIR
They never denied it for 9+ months. We already had onchain and offchain proof, and now they've even recently confirmed TIBBIR with their new website.
If you're still doubting… stop reading further.
So let's summarize what's happening and how the mysterious token $TIBBIR could reach a $400M market cap without a single tweet from the team…
------------------------------------
The (short) alpha on ЯIBBIT - TIBBIR:
Ribbit Capital, the #1 number-one most successful fintech & crypto VC, managing over $15 billion, seeded 33+ unicorns such as @coinbase, @RevolutApp , @RobinhoodApp , with 800 million global users under reach, is moving onchain and deployed their own token.
It was launched 100% fair - like Bitcoin...
With this move, by introducing a native token, they're positioned to become the first VC fund to transform itself into a decentralized network
connecting their portfolio companies through crypto rails and building an entirely new form of business at the intersection of crypto, fintech, and AI.
------------------------------------
After the Ribbit Identity Letter ’24 (establishing that identity is the key to money with context), they released the 41-page Ribbit Token Letter ’25, outlining the token revolution.
Together, these letters reveal where the asymmetry lies and what Ribbit is building toward over the next decade.
Based on @ribbita2012 's tweets, their competitive moat will be Know-Your-Agent (KYA), a problem transformed into a business opportunity on the scale of Visa/Mastercard, built fully onchain.
Without KYA, AI agents can't reach their full potential.
No KYA → no trust.
No trust → no mass adoption.
KYA is the gate - and Ribbit owns the key.
They’ve already won before even entering the competition - and $TIBBIR is the ultimate bet on their next decade...
------------------------------------
TIBBIR ETFs, TIBBIR DAT, onchain IPO for Ribbit Capital, and mass-scale KYA integration, new revenue streams, democratized investing - all of this is now on the table.
After seeding the crypto industry, Ribbit is leapfrogging again.
This has (once again), never been done in crypto or fintech before.
Ignoring them means ignoring the future.
------------------------------------
Wanna dig deeper? Enter the Ribbit Hole and read our research articles shared below.
JUST IN: @RibbitCapital NEW WEBSITE IS LIVE
CHECK THE BACKWARDS R IN RIBBIT
CHECK Token Letter (2025)
CHECK Identity Letter (2024)
$TIBBIR IS RIBBIT SPELLED BACKWARDS.
🚨 Deleted Ribbita Post = Early Glimpse into Agent-Native Finance
⸻ @ribbita2012@ribbita2025
🔍 Post Breakdown
“AI agents turn meeting notes into smart-contract triggers”
AI agents are evolving from analysis tools into execution engines — any data (like meeting notes) can be instantly converted into conditions for smart contracts.
This removes the manual layer from finance and compliance entirely.
⸻ @RibbitCapital@mickymalka
“Latte points refinancing mortgages suddenly sounds normal”
This points to the merging of consumer rewards, financial assets, and DeFi mechanisms.
Example: your coffee shop rewards could be auto-routed to pay down your mortgage through onchain logic.
For an AI agent, value is just tokenized capital — the source doesn’t matter, only optimal allocation does.
⸻
📌 Connection to $TIBBIR
1.Agent-Native Finance — $TIBBIR isn’t just a payment token, it’s fuel for automated financial scenarios executed entirely by AI agents, without human intervention.
2.Identity & Trust Layer — for such processes, agents need verified identity and permissioning, directly tied to the $TIBBIRk thesis as an onchain identity key.
3.DeFi ↔ TradFi Bridge — integrating retail points, fiat products, and crypto assets into a single automated transaction flow.
⸻
💡 Conclusion:
The fact this post was deleted suggests it’s an early leak of already tested scenarios where AI agents directly manage user finances — including mortgages, loans, and rewards — through onchain infrastructure.
If this is accurate, $TIBBIR becomes the authorization, execution, and settlement layer in this new reality.
over the past few days, REALLY interesting wallets started to max accumulate $TIBBIR
freshly funded, multiple six-figure buys, during bad market conditions, like there's no tomorrow...
they know what's coming.
Another 1% of $PROMPT is up for grabs as part of @AIwayfinder's community campaign!
Activate your agent at https://t.co/Mvyqvqq0Ao & complete the missions to earn 2% allocation for testers and supporting our community!
🔗 https://t.co/Tv1GrkshT4