{ "schema_version": 1, "id": "2107112005282734181", "url": "https://x.com/inesscrypto/status/2107112005282734181", "generated_at": "2026-10-15T09:54:54.642712+00:00", "used_by": [ "SRC-COM14-2107112005282734181", "community" ], "post": { "id": "2107112005282734181", "url": "https://x.com/inesscrypto/status/2107112005282734181", "author": "inesscrypto", "author_name": "Ines", "published_at": "Mon Oct 05 14:13:44 +0000 2026", "text": "The thesis is becoming harder to ignore.\n\nLook at the infrastructure being built \naround the same emerging narrative:\n\nCrossmint raised $23M to build infrastructure \nfor AI agents as a new class of onchain users.\n\nRobinhood is building an AI-native chain \nwith tokenized RWAs and infrastructure \nfor automated AI trading.\n\nCoinbase + Google are implementing x402 \nto enable AI agents to transact autonomously.\n\nMicky Malka is building infrastructure \naround identity and governance for this \nemerging ecosystem.\n\nAnd they are all connected to Ribbit Capital.\n\nThese aren’t separate narratives.\n\nThey’re different pieces of the \nsame emerging onchain infrastructure.\n\nAnd TIBBIR sits at the intersection of it all.", "article": {}, "children": [ { "id": "2106005374310481989", "relationship": "quoted-post" } ], "image_urls": [ "https://pbs.twimg.com/media/HT33MzgXcAAd7dG.jpg?name=orig", "https://pbs.twimg.com/profile_images/1922847977082626048/d7Akpa2e_200x200.jpg" ], "has_video": false, "video_urls": [], "text_status": "captured", "provider": "public-intermediary" }, "children": [ { "id": "2106005374310481989", "relationship": "quoted-post" } ], "images": [ { "url": "https://pbs.twimg.com/media/HT33MzgXcAAd7dG.jpg?name=orig", "status": "saved", "path": "sources/post-backups/media/8f3ac47d7b60d060f6eff235ee50b4cedfa8d9f87185ac2fef0be8ca16c0dbd5.jpg", "sha256": "8f3ac47d7b60d060f6eff235ee50b4cedfa8d9f87185ac2fef0be8ca16c0dbd5", "bytes": 49344, "retrieved_at": "2026-10-15T09:53:40.262226+00:00" }, { "url": 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tokenized RWAs and infrastructure \nfor automated AI trading.\n\nCoinbase + Google are implementing x402 \nto enable AI agents to transact autonomously.\n\nMicky Malka is building infrastructure \naround identity and governance for this \nemerging ecosystem.\n\nAnd they are all connected to Ribbit Capital.\n\nThese aren’t separate narratives.\n\nThey’re different pieces of the \nsame emerging onchain infrastructure.\n\nAnd TIBBIR sits at the intersection of it all.", "raw_text": { "text": "The thesis is becoming harder to ignore.\n\nLook at the infrastructure being built \naround the same emerging narrative:\n\nCrossmint raised $23M to build infrastructure \nfor AI agents as a new class of onchain users.\n\nRobinhood is building an AI-native chain \nwith tokenized RWAs and infrastructure \nfor automated AI trading.\n\nCoinbase + Google are implementing x402 \nto enable AI agents to transact autonomously.\n\nMicky Malka is building infrastructure \naround identity and governance for this \nemerging ecosystem.\n\nAnd they are all connected to Ribbit Capital.\n\nThese aren’t separate narratives.\n\nThey’re different pieces of the \nsame emerging onchain infrastructure.\n\nAnd TIBBIR sits at the intersection of it all.", "display_text_range": [ 0, 713 ], "facets": [ { "type": "media", "indices": [ 280, 303 ], "id": "2107112000035713024", "display": "pic.x.com/29N40Ns9N1", "original": "https://t.co/29N40Ns9N1", "replacement": "https://x.com/inesscrypto/status/2107112005282734181/photo/1" } ] }, "author": { "screen_name": "inesscrypto", "url": "https://x.com/inesscrypto", "id": "1489295492425166853", "followers": 8922, "following": 639, "likes": 24408, "media_count": 373, "name": "Ines", "description": "Turning macro news into on‑chain trades | 🐸", "raw_description": { "text": "Turning macro news into on‑chain trades | 🐸", "facets": [] }, "location": "", "banner_url": "https://pbs.twimg.com/profile_banners/1489295492425166853/1722994052", "avatar_url": "https://pbs.twimg.com/profile_images/1922847977082626048/d7Akpa2e_200x200.jpg", "joined": "Thu Feb 03 17:52:24 +0000 2022", "protected": false, "website": null, "verification": { "verified": true, "verified_at": null, "type": "individual" }, "avatar_color": null }, "replies": 5, "retweets": 5, "likes": 33, "bookmarks": 1, "quotes": 0, "created_at": "Mon Oct 05 14:13:44 +0000 2026", "created_timestamp": 1791209624, "possibly_sensitive": false, "views": 1088, "is_note_tweet": true, "community_note": null, "lang": "en", "replying_to": null, "replying_to_status": null, "media": { "all": [ { "type": "photo", "id": "2107112000035713024", "url": "https://pbs.twimg.com/media/HT33MzgXcAAd7dG.jpg?name=orig", "width": 1125, "height": 584 } ], "photos": [ { "type": "photo", "id": "2107112000035713024", "url": "https://pbs.twimg.com/media/HT33MzgXcAAd7dG.jpg?name=orig", "width": 1125, "height": 584 } ] }, "quote": { "url": "https://x.com/inesscrypto/status/2106005374310481989", "id": "2106005374310481989", "text": "$TIBBIR\n\nis one of my highest conviction plays. \n\nI’ve been posting about it for almost a year, \nand after what just happened with Robinhood Chain, the thesis is becoming much more interesting.\n\nHere’s why.\n\n- @mickymalka is the founder and managing partner of @RibbitCapital and a member of Robinhood’s board of directors.\n\n- SEC filings show that Tibbir Holdings LLC holds 102,183 $HOOD shares, with Micky Malka serving as investment manager. The filings also reference a separate Tibbir Trust connected to Malka’s family.\n\n- Knowing that @RobinhoodApp is an AI native blockchain built for financial services and tokenized real-world assets, their goal is to create infrastructure that enables AI agents to interact with financial markets and crypto through its Trading MCP.\n\nAnd that matters because the core \n$TIBBIR thesis is AI agents will eventually \ncontrol capital, and if agents are going to \nmove capital autonomously, execution \nisn't enough, they will need an identity, \ngovernance and coordination layer.\n\nAnd here TIBBIR becomes interesting.\n\n- In 2024, Ribbit Capital co-organised an \nhackathon with @RobinhoodApp @OpenAI, @solana, @crossmint and other partners explicitly focused on Agentic Finance.\n\nThe event described a future where AI \nagents could become primary users of \nfinancial services and explored subjects \nincluding autonomous commerce, identity, fraud and self-driving money.\n\nRibbit Capital later led Crossmint’s \n$23.6M funding round, with Crossmint \nexplicitly describing AI agents as a new \nclass of onchain users and focusing on \ninfrastructure for businesses and agents to move onchain.\n\nSo the broader infrastructure \nthesis isn't being invented after the fact.\n\nThe pieces have been developing for years:\n\nRibbit → Robinhood → Crossmint \n→ AI agents → onchain finance.\n\n- 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.”\n\nBy itself, that proves nothing.\n\nBut in the context of everything else, \nit is certainly an interesting data point.\n\n- Then something very strange happened onchain.\n\nThe original TIBBIR launch wallet had \nbeen inactive for 241 days, It suddenly \nwoke up and sent an onchain message.\n\nShortly afterward, a new multi-signature treasury structure appeared across multiple chains including Ethereum, Base, Arbitrum, Optimism, Robinhood Chain.\n\nThe 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.\n\nAnd then after it came the bridge.\n\nThis is the biggest development so far.\n\nTIBBIR officially moved to Robinhood Chain.\n\nThe official bridge explicitly says:\n\nBase TIBBIR is burned → the same amount \nof TIBBIR is minted on Robinhood Chain.\n\nIt is 1:1 in quantity, but the two tokens are \nseparate contracts and separate assets.\n\nAnd the migration is one-way and irreversible, you cannot bridge the Hood version back to Base.\n\nThat distinction is extremely important.\n\nIf Hood TIBBIR trades above Base TIBBIR, \nthere can theoretically be an arbitrage, \nbut the reverse route doesn't exist.\n\nSo this isn't simply “TIBBIR got bridged.”\n\nIt is effectively the creation of a new \nTIBBIR asset specifically native to the \nRobinhood Chain environment.\n\n- Coinbase is building around AI-\nnative payments and agentic commerce.\n\n- 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.\n\n- And Robinhood is now explicitly building \nAI-agent infrastructure for financial markets.\n\nAnd all of them are connected to Micky. \n\nThat'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.\n\nThe dots are getting harder to ignore.\n\n$TIBBIR 🐸", "raw_text": { "text": "$TIBBIR\n\nis one of my highest conviction plays. \n\nI’ve been posting about it for almost a year, \nand after what just happened with Robinhood Chain, the thesis is becoming much more interesting.\n\nHere’s why.\n\n- @mickymalka is the founder and managing partner of @RibbitCapital and a member of Robinhood’s board of directors.\n\n- SEC filings show that Tibbir Holdings LLC holds 102,183 $HOOD shares, with Micky Malka serving as investment manager. The filings also reference a separate Tibbir Trust connected to Malka’s family.\n\n- Knowing that @RobinhoodApp is an AI native blockchain built for financial services and tokenized real-world assets, their goal is to create infrastructure that enables AI agents to interact with financial markets and crypto through its Trading MCP.\n\nAnd that matters because the core \n$TIBBIR thesis is AI agents will eventually \ncontrol capital, and if agents are going to \nmove capital autonomously, execution \nisn't enough, they will need an identity, \ngovernance and coordination layer.\n\nAnd here TIBBIR becomes interesting.\n\n- In 2024, Ribbit Capital co-organised an \nhackathon with @RobinhoodApp @OpenAI, @solana, @crossmint and other partners explicitly focused on Agentic Finance.\n\nThe event described a future where AI \nagents could become primary users of \nfinancial services and explored subjects \nincluding autonomous commerce, identity, fraud and self-driving money.\n\nRibbit Capital later led Crossmint’s \n$23.6M funding round, with Crossmint \nexplicitly describing AI agents as a new \nclass of onchain users and focusing on \ninfrastructure for businesses and agents to move onchain.\n\nSo the broader infrastructure \nthesis isn't being invented after the fact.\n\nThe pieces have been developing for years:\n\nRibbit → Robinhood → Crossmint \n→ AI agents → onchain finance.\n\n- 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.”\n\nBy itself, that proves nothing.\n\nBut in the context of everything else, \nit is certainly an interesting data point.\n\n- Then something very strange happened onchain.\n\nThe original TIBBIR launch wallet had \nbeen inactive for 241 days, It suddenly \nwoke up and sent an onchain message.\n\nShortly afterward, a new multi-signature treasury structure appeared across multiple chains including Ethereum, Base, Arbitrum, Optimism, Robinhood Chain.\n\nThe 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.\n\nAnd then after it came the bridge.\n\nThis is the biggest development so far.\n\nTIBBIR officially moved to Robinhood Chain.\n\nThe official bridge explicitly says:\n\nBase TIBBIR is burned → the same amount \nof TIBBIR is minted on Robinhood Chain.\n\nIt is 1:1 in quantity, but the two tokens are \nseparate contracts and separate assets.\n\nAnd the migration is one-way and irreversible, you cannot bridge the Hood version back to Base.\n\nThat distinction is extremely important.\n\nIf Hood TIBBIR trades above Base TIBBIR, \nthere can theoretically be an arbitrage, \nbut the reverse route doesn't exist.\n\nSo this isn't simply “TIBBIR got bridged.”\n\nIt is effectively the creation of a new \nTIBBIR asset specifically native to the \nRobinhood Chain environment.\n\n- Coinbase is building around AI-\nnative payments and agentic commerce.\n\n- 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.\n\n- And Robinhood is now explicitly building \nAI-agent infrastructure for financial markets.\n\nAnd all of them are connected to Micky. \n\nThat'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.\n\nThe dots are getting harder to ignore.\n\n$TIBBIR 🐸", "display_text_range": [ 0, 3953 ], "facets": [ { "type": "symbol", "indices": [ 0, 7 ], "original": "TIBBIR" }, { "type": "mention", "indices": [ 210, 221 ], "original": "mickymalka", "id": "6264512" }, { "type": "mention", "indices": [ 261, 275 ], "original": "RibbitCapital", "id": "2258316660" }, { "type": "media", "indices": [ 280, 303 ], "id": "2106005368484589568", "display": 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