Crypto will happily send a random meme with zero thesis to a $1B valuation.
But ask people to spend 2 hours understanding something with an actual thesis behind it, and suddenly nobody has the time.
That’s what I find interesting about
$TIBBIR.
It already had its own cycle , ran to $400M, came all the way back below $100M and even now when it bounced back to around $300M, I don’t think most people have actually looked into what people believe this could become.
The thesis isn’t “another AI meme.”
It’s something much bigger:
A potential Visa for AI agents.
A network that could sit between AI agents, fintech, crypto rails, payments and financial services, letting different providers work together underneath while the user just gets the outcome.
Then you start looking into the Ribbit side of the story.
Micky Malka.
Ribbit Capital.
Years of thinking around identity, fintech and agentic finance.
The question they themselves have asked:
“What does the Visa for agents look like?”
Then there are all the breadcrumbs around
$TIBBIR itself.
@Altcoinist has basically been screaming about this for a long time now and has written three deep pieces connecting a lot of it together.
And still, most people haven’t bothered reading them.
I’m not saying every connection is confirmed.
I’m saying that if
$TIBBIR is actually trying to become what this thesis suggests, then we are still very, very early.
Fair launch.
No traditional VC allocation.
And a thesis that, if it plays out, is far bigger than another AI token narrative.
You don’t have to buy it.
You don’t even have to agree with the thesis.
But if you’re willing to spend hours hunting the next random meme, I genuinely think
$TIBBIR deserves 2–3 hours of research.
Maybe you walk away thinking it’s nothing.
Or maybe you realise you were looking at something big while most people still thought it was just another ticker.
Everyone wants to be early after the story becomes obvious.
The real opportunity is understanding it while it still isn’t.