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$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.