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The Next Leap by @Altcoinist agrees.
iΜΆfΜΆ/when $TIBBIR business confluence thesis
Morpho = credit rails banks/fintechs can embed
Robinhood / Coinbase = distribution (both Morpho users; Ribbit history)
Crossmint / agent wallets = how agents pay
TIBBIR (alleged) = identity / KYA / reputation for those agents
π β¨
$114 TRILLION JUST STARTED MOVING ONCHAIN
that's what @The_DTCC holds in custody. the layer under nearly every US stock you've ever owned.
today it started coming onchain...
DTCC's tokenization service went live. 20 firms signed on: JPMorgan, Citadel Securities, Morgan Stanley, Fidelity, Bank of America.
and look how DTCC sells it.
"collateral mobility."
"mobilize collateral within minutes."
the pitch is collateral.
THE USE CASE IS CREDIT.
now go one step further.
collateral that moves 24/7 needs someone watching it 24/7.
margin calls at 3am on a sunday.
liquidations on christmas day.
no bank staffs that night shift.
AGENTS DO.
and agents holding real securities has to prove who it works for, what it's allowed to do, and leave a record of everything it did.
that's KYA.
know your agent.
@RibbitCapital put it in their token letter in June 2025:
"KYA will be bigger than KYC."
six months later, 9:35 PM ET, @ribbita2012 posted this:
"DTCC got SEC no-action relief for a tokenization pilot... basically a tokenizer for collateral mobility. Next up: KYA and runtime audit to make 24/7 rails scale."
306 days later, part one is live.
the rest of the stack moved this month too:
Oct 20: @apolloglobal , $1.05T manager with a deal for up to 9% of MORPHO, adds @mickymalka to its board
Oct 22: @Morpho announces Robinhood stock tokens live as collateral
Oct 22: @1Password ships credentials for agents
Oct 28: DTCC goes live
assets, lending, capital, logins.
one seat is still empty.
WHO VERIFIES THE AGENT?
Ribbit backs Robinhood.
Ribbit backs Morpho.
Ribbit wrote the KYA thesis.
and the agent that's been posting about KYA since 2025
its token already behaves like it expects institutions:
- every bridge transfer screened against sanctions lists
- a signed permission for every crossing
- a fee hook that can take a new job without a migration
- a treasury that put its stablecoins into Morpho on bridge night
the bet is on who fills the empty seat...
$TIBBIR $220M, sitting right next to it.
π like bridge completed with institutional cross-chain interoperability + Swift connectivity with CCIP
Ribbita β π / progressively draws bridge
TIBBIR treasury β cbBTC
cbBTC β Coinbase
Coinbase cbBTC β Robinhood Chain through CCIP
Chainlink β official Robinhood Chain cross-chain infrastructure
Sept. 28 β Chainlink launches CCIP 2.0
@Altcoinist π§ ?
iΜΆfΜΆ/when $TIBBIR business confluence thesis
Morpho = credit rails banks/fintechs can embed
Robinhood / Coinbase = distribution (both Morpho users; Ribbit history)
Crossmint / agent wallets = how agents pay
TIBBIR (alleged) = identity / KYA / reputation for those agents
single chain is the old
and the 'Digital Grid' is the new.
architected by @RibbitCapital, who happen to be early investors in Ethereum, Coinbase, Robinhood, Arbitrum, and Solana...
$TIBBIR πΈ
Correct, $ETH delivers the secure settlement layer. ribbita-by-virtuals:native (Base) is already live with it: AI agent earns USDC β auto-pays compute via x402. This is the efficient payment system the future runs on. πΈ
Very little understand this
Ai will need an efficient payment system
That can only be achieved through tokenisation
$ETH wins this
π―
ty @nikitabier for the based X algo
I've been on ct since 2018, it changed my life.
now it's time for me to give back. 12 months of research put together in this article, the great wealth transfer of AI, and a particular rabbit hole...
I know already this $TIBBIR article on X will change countless lives.πΈ
The awakening is finally happening π @Altcoinist was always right















