RIBBIT 2025 letter.
First I warmly thanks the chad @altcoinist , thanks sir, a delight to follow the frog stealth journey. And of course all the rebels here.
Second, below are my personnal assumptions, so, NFA, DYOR.
1/ They are elite.
2/ They are orchestrating an innovation masterpiece.
3/ They are behind TIBBIR.
4/ Virtuals and Base will benefit.
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1/ Imagine many Chefs from 3 stars Michelin restaurants working together to open a new gastronomy 'something', taking the past the present the future and melting it in an umami game changer. From page 1 (first) to 41 (last). This is not a study, it is a how-to. You do not write this without having the hands in the engine.
2/ KYA. Know Your Agent. The 'Token Revolution' (Pages 2,6,20,24,34,37,39) At this stage you can't just fund companies to do the job, you have to be deeply involved. The last letter about stablecoin was a 'state of crypto', this time it is a manifesto.
3/ The word 'reputation' has a real and strong meaning in the document (pages 28, 30, 38). You can't succeed in KYA without it. And to do KYA you need at least an agent, and time, to learn. The 'one lesser-known agent' (Page 29)? I let you guess. The RIBBIT coin? I let you guess the other side too. You do not play with your multi billion company reputation since months doing the total opposite of what is key for KYA. And of course, last but not list:'invert, always invert'... (page 34). Hum, and, is the a from Ribbita means agent? Ribbita, the Ribbit agent sounds really good to me (for both ribbita2012 and ribbita2025). Running an agent + taking time = learling.
4/ No other crypto agent ecosystem is mentionned but Virtuals (page 29). Ribbita by Virtuals, isn't it the long name of the token ? Deployed where ? On Base (page 32). Zora and Farcaster are also here (page 36), on Base. Solana is also written that is also something (page 32). Base hasn't done a bridge with Solana lately?
I keep it simple stupid.
Frog. ๐ธ