TIBBIR Universe · Saved post receipt · 2097662887229542870

Hank Moody

@Hank69Moody · Published: Wed Sep 09 12:26:19 +0000 2026

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PART VI: WHEN WALLET MET PROGRAMMABLE MONEY

At the end of Part V, the rails had delivered more than 234,000 WALLET to one address:

54F611: 0x54F6119bf4Ec0099D6A0aCF218eB3e9ED4a43a0B

We expected another holder.

Instead, we found an EIP-7702 programmable account.

So we asked a different question:

What did the machine do with WALLET?

First, it sold it.

234,160... WALLET went through LI.FI.

Inside the route was a string:

nansen-trading-ff

Nansen is an on-chain analytics and trading platform. The string is a LI.FI integrator tag, basically a label showing that this route came through a Nansen Trading integration.

It tells us which execution path the wallet used.

The trade returned roughly 1,670 USDG.

About two minutes later, roughly 1,674 USDG entered NetNet's PrizeVault.

NetNet is not a random vault. It's a Robinhood Chain-native programmable-capital project built around USDG, yield strategies and tokenized equities. Its wider system uses Morpho and buys Robinhood Stock Tokens through Rialto, the same Stock Token venue we met in Part III.

So the route became:

WALLET → LI.FI / Nansen → USDG → NetNet

The token had been turned into capital and redeployed.

Then we found a much bigger machine.

54 MILLION WALLET INSIDE TRADING VAULTS

Several of the largest WALLET balances were sitting inside Definitive TradingVaults.

Definitive is a non-custodial on-chain trading platform. Instead of a normal wallet, a client can use a dedicated smart-account vault with permissions controlling who can trade and withdraw.

In plain English:

these were programmable trading accounts.

One client identity, 7E63, held the relevant client/admin roles across 3 vaults: 058f, 325e and 3C77 with a total of 54 million WALLET inside.

7E63: 0x7e63b754a9e61451e196b694d6e0748851eebf8a (ADMIN)

058f: 0x058f346e53C21E55A6e48893E6AF443c45101037

325e: 0x325ef2734F2b8C8ad223803518067A042E875dcA

3C77: 0x3c7744D4D544C276b6a80013d9787A148B320DDF

We found another Definitive vault with a different admin, but we'll reveal the significance of that later in this article

Now watch the chronology:

WALLET launched July 10.

On July 11, 058f's first observed UserOperation acquired roughly:

2.614 million WALLET.

Then came 3C77.

And with it a mysterious address called B433: 0xB43341D20df16C11F8B390Dc1a9131a353d75f5E

This address sent more than 1.1 million TIBBIR to the future 3C77 smart-account address before that contract even existed.

Yes, you read that right. No contract code existed there. With deterministic smart-account deployment however, a future address can be known before the contract is created.

TIBBIR is the token associated with Ribbita, an AI-agent project in the Virtuals ecosystem.

Six days later, 3C77 appeared on both Base and Robinhood Chain.

Then the machine started trading.

Three exact TIBBIR sell inputs:

33,333 33,333 33,333

The USDC proceeds entered Relay, crossed to Robinhood Chain as USDG, and 3C77 used 0x settlement to acquire:

333,421.... WALLET.

The route was now:

TIBBIR → USDC → Relay → USDG → WALLET

inside the same cross-chain smart-account architecture.

Then the position returned to B433.

On Base:

33 TIBBIR

then the remaining TIBBIR.

On Robinhood Chain:

33 WALLET

then:

333,292... WALLET.

Two assets.

Two chains.

Same account identity.

Same beneficiary.

Minutes apart.

Now zoom out.

The wallet that launched WALLET is aa33.

The capital wallet is B433.

The smart-account standard is ERC-4337.

The TIBBIR sales contain 33,333 × 3.

The return sequence contains 33 TIBBIR and 33 WALLET.

Later we find 33.33 USDC and three roughly 3.333M WALLET settlement legs.

This is no longer one random number in one random transaction.

The pattern is real, and it keeps appearing around central addresses, smart-account architecture and capital flows.

We will follow that white rabbit (or green frog?) later in another article.

Then we asked the obvious question

By now, we had seen $WALLET moving through programmable accounts on-chain.

The Definitive vaults weren't normal wallets.

They used ERC-4337 smart-account infrastructure and UserOperations ,transaction packages that can tell an account to execute more complex actions than a simple send.

3C77 had used that architecture across chains.

058f had used it to acquire millions of WALLET.

So we asked:

Does Robinhood's own Wallet app know how to build this kind of transaction too?

We opened the app.

And the answer was:

yes.

Inside the Robinhood Wallet app we found active support for:

UnsignedUserOperation SignedUserOperation UserOperationTransaction UserOperationTransactionFactory

And those components connect into Robinhood's Mercury / Gateway transaction architecture.

One particularly important concept appears there:

preparedCalls

What does that mean?

A normal wallet might be told:

send this token to that address.

A programmable wallet can instead receive something closer to a recipe:

call this contract then call this one use this route move this asset execute these prepared actions

Robinhood's infrastructure can prepare the pieces.

The wallet can assemble them into a UserOperation.

The smart account can execute them.

That matters because it is the same general class of programmable transaction architecture we had just been watching on-chain around WALLET.

Not the same vaults we saw in this article.

But the same idea:

the wallet becomes an execution environment, not just a place to hold tokens.

And then our control vault gave us another clue.

Remember the other Definitive vault we mentioned earlier in the article? We call it c41E: 0xc41Edaa4BE17025b18fa0C384c94Ff0E0C4D148C

And it's ADMIN is 3cB68: 0x3cB68a1f877a34495204620dc33f68e5dc4b3462

Through an authorized UserOperation, c41E sent:

52 TIBBIR

directly to:

mickym.eth: 0x9d6c68dc93f9cbde72a3613b8a68a99c8da13a5d

mickym.eth is associated with Micky Malka, founder of Ribbit Capital.

And the token being sent was TIBBIR, the token linked to Ribbita, the Virtuals AI-agent project.

The machine can execute. The routes are visible. The programmable capital is visible.

But one layer is still missing:

What sits above the execution layer?

And increasingly, the evidence points us toward one possibility:

agentic AI.

Next, Part VII: THE MISSING EDGE.

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