Ines

$TIBBIR is one of my highest conviction plays. I’ve been posting about it for almost a year, and after what just happened with Robinhood Chain, the thesis is becoming much more interesting. Here’s why. - @mickymalka is the founder and managing partner of @RibbitCapital and a member of Robinhood’s board of directors. - SEC filings show that Tibbir Holdings LLC holds 102,183 $HOOD shares, with Micky Malka serving as investment manager. The filings also reference a separate Tibbir Trust connected to Malka’s family. - Knowing that @RobinhoodApp is an AI native blockchain built for financial services and tokenized real-world assets, their goal is to create infrastructure that enables AI agents to interact with financial markets and crypto through its Trading MCP. And that matters because the core $TIBBIR thesis is AI agents will eventually control capital, and if agents are going to move capital autonomously, execution isn't enough, they will need an identity, governance and coordination layer. And here TIBBIR becomes interesting. - In 2024, Ribbit Capital co-organised an hackathon with @RobinhoodApp @OpenAI, @solana, @crossmint and other partners explicitly focused on Agentic Finance. The event described a future where AI agents could become primary users of financial services and explored subjects including autonomous commerce, identity, fraud and self-driving money. Ribbit Capital later led Crossmint’s $23.6M funding round, with Crossmint explicitly describing AI agents as a new class of onchain users and focusing on infrastructure for businesses and agents to move onchain. So the broader infrastructure thesis isn't being invented after the fact. The pieces have been developing for years: Ribbit → Robinhood → Crossmint → AI agents → onchain finance. - There have also been several public interactions that kept the Robinhood connection alive, for example, when @ribbita2012 posted about $TIBBIR becoming bigger than Robinhood, @vladtenev replied: “Bring it on.” By itself, that proves nothing. But in the context of everything else, it is certainly an interesting data point. - Then something very strange happened onchain. The original TIBBIR launch wallet had been inactive for 241 days, It suddenly woke up and sent an onchain message. Shortly afterward, a new multi-signature treasury structure appeared across multiple chains including Ethereum, Base, Arbitrum, Optimism, Robinhood Chain. The exact meaning of the message and the identity of the signers remain unknown, but That looks much more like a structure preparation than random activity. And then after it came the bridge. This is the biggest development so far. TIBBIR officially moved to Robinhood Chain. The official bridge explicitly says: Base TIBBIR is burned → the same amount of TIBBIR is minted on Robinhood Chain. It is 1:1 in quantity, but the two tokens are separate contracts and separate assets. And the migration is one-way and irreversible, you cannot bridge the Hood version back to Base. That distinction is extremely important. If Hood TIBBIR trades above Base TIBBIR, there can theoretically be an arbitrage, but the reverse route doesn't exist. So this isn't simply “TIBBIR got bridged.” It is effectively the creation of a new TIBBIR asset specifically native to the Robinhood Chain environment. - Coinbase is building around AI- native payments and agentic commerce. - Crossmint, which is backed by Ribbit, explicitly describes AI agents as a new class of onchain users and is building infrastructure for businesses and agents to operate onchain. - And Robinhood is now explicitly building AI-agent infrastructure for financial markets. And all of them are connected to Micky. That's why, after almost a year of watching this project, I still think the most important part of the story may be the part we haven't seen yet. The dots are getting harder to ignore. $TIBBIR 🐸

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