Turning macro news into on‑chain trades | 🐸
Joined February 2022
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bitcoin:native
The $76K–$77K area remains a key support zone.
The broader trend remains bullish, and as long as price holds above these levels, I see retests as potential opportunities to add to long positions ahead of the next leg higher toward $84K+.
What's your take on the current market structure?
$BTC
Market fear often creates the best
opportunities for those who understand the trend.
And in a bull market, liquidity sweeps
can offer opportunities to position for
the next leg up.
That’s why I see $79.7K as my potential
final spring, with $80.4K presenting an
interesting long setup toward $84K+.
Trade with the trend, not against it.
$BTC
Market fear often creates the best
opportunities for those who understand the trend.
And in a bull market, liquidity sweeps
can offer opportunities to position for
the next leg up.
That’s why I see $79.7K as my potential
final spring, with $80.4K presenting an
interesting long setup toward $84K+.
Trade with the trend, not against it.
This is the perfect time to go long.
I gave you $TIBBIR at $90M.
I gave you $TIBBIR at $150M.
I gave you $TIBBIR at $200M.
ATH: $466M.
Now, I’m watching $182M as a potential entry zone.
Same thesis. New opportunity.
$TIBBIR is now trading at $240M+ that’s an easy 2.6x.
But the interesting part isn’t the multiple.
It’s the convergence of Ribbit and Robinhood.
The dots are starting to connect! Trust the process.
The thesis is becoming harder to ignore.
Look at the infrastructure being built
around the same emerging narrative:
Crossmint raised $23M to build infrastructure
for AI agents as a new class of onchain users.
Robinhood is building an AI-native chain
with tokenized RWAs and infrastructure
for automated AI trading.
Coinbase + Google are implementing x402
to enable AI agents to transact autonomously.
Micky Malka is building infrastructure
around identity and governance for this
emerging ecosystem.
And they are all connected to Ribbit Capital.
These aren’t separate narratives.
They’re different pieces of the
same emerging onchain infrastructure.
And TIBBIR sits at the intersection of it all.
$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 🐸
$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 🐸
If you’re looking to dig deeper into the
TIBBIR thesis and uncover the bigger
picture behind the narrative, these are
the accounts worth following:
@Altcoinist @Lamsito_eth @Kylechasse
9
318
You can shill 10,000 tokens once.
Or believe in one token long enough
to shill it 10,000 times. Real conviction
doesn’t need a new narrative every day.
base:0xa4a2e2ca3fbfe21aed83471d28b6f65a233c6e00 HIGHER.
$BTC
Posted this setup 2 months ago.
Now I’m looking to take a short swing
from the 82K area, with 78K as my first
target, 77.2K as my second, and 76.2K as my third.
Invalidation sits around 86.6K,
above the previous high at 85.5K.
Same idea with different timing.
bitcoin:native
Was the bottom already in?
The next step should be a liquidity
sweep below the $61.8K–62K lows.
A reclaim and a close above the $67K
range high with strong volume would
confirm the $57.6K spring as the final bottom.
If confirmed, I'd expect a pullback into
the $64K–65K level before moving higher.
$BTC is back above $78,000+
The technicals continue to take the lead over fundamentals.
$76,400 is the level I’d be watching for a long re-entry.
Never swing against the trend.
bitcoin:native
There are a few ways this could play out,
but this is the scenario I’m positioning for.
I’d expect a sweep of the $75.6K level.
If we lose that level, the $73K–$74K range becomes my main area of interest for a long.
That would be the cleanest setup in my view,
with invalidation remaining below the $67K low.
🚨 FED CHAIR WARSH:
“Inflation is too high and has been for too long.”
The Fed delivers a 25 bps rate
hike its first in more than 3 years.
But the hike itself isn’t the surprise.
The market has already priced it in.
Now, price action takes the lead over the fundamental narrative.
For bitcoin:native, I’m watching the $73–74K zone closely as the area where the next long setup could take shape.
🚨 BREAKING:
THE CLARITY ACT FAILED IN THE SENATE.
The US risks losing its edge in crypto as
countries around the world move toward
clearer regulatory frameworks.
While other markets push ahead, Washington remains stuck in political gridlock and regulatory uncertainty.
The race for crypto leadership is
global and the US can’t afford to fall behind.
🚨 BREAKING:
THE CLARITY ACT FAILED IN THE SENATE.
The US risks losing its edge in crypto as
countries around the world move toward
clearer regulatory frameworks.
While other markets push ahead, Washington remains stuck in political gridlock and regulatory uncertainty.
The race for crypto leadership is
global and the US can’t afford to fall behind.
$BTC dropped below $77,000
$100M longs liquidated in 20 minutes.
No fundamentals, just pure mathematical analysis.
The setup is playing out exactly as expected.
$BTC dropped below $77,000
$100M longs liquidated in 20 minutes.
No fundamentals, just pure mathematical analysis.
The setup is playing out exactly as expected.
bitcoin:native
There are a few ways this could play out,
but this is the scenario I’m positioning for.
I’d expect a sweep of the $75.6K level.
If we lose that level, the $73K–$74K range becomes my main area of interest for a long.
That would be the cleanest setup in my view,
with invalidation remaining below the $67K low.
bitcoin:native
There are a few ways this could play out,
but this is the scenario I’m positioning for.
I’d expect a sweep of the $75.6K level.
If we lose that level, the $73K–$74K range becomes my main area of interest for a long.
That would be the cleanest setup in my view,
with invalidation remaining below the $67K low.
Image credit: @Altcoinist
If you’re curious about the TIBBIR thesis
and the dots behind the narrative, this
article provides a deeper breakdown:
6
634
Bitcoin just reclaimed $80K+
for the first time since May 15th.
The breakout is playing out exactly as expected.
Now we’re entering the zone
where the next leg higher could begin.
$83K is the key level to watch.
The $BTC bottom is in.
We closed above $67K,
confirming the bullish structure of BTC.
Next step: crack the $80–83K area.
I’m officially bullish on BTC.
