The Pond
Every piece of Ribbit research.
One place.
We read every investor letter, cross-referenced every portfolio move, and analyzed every on-chain signal. This is the complete collection.
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Featured
Ribbita Visual Timeline
171 tweets. 16 milestones. The complete visual history of everything Ribbita has said and done on-chain.
Explore the Timeline →
The Token Revolution Series
7-Day Deep Dive into Ribbit Capital's Thesis
One thesis per day. Each article breaks down a core section of the 41-page Token Revolution letter.
01
The Token Revolution Overview
The $41 trillion thesis that ties AI agents, identity, stablecoins, and tokenization into one bet.
02
Know Your Agent: KYA > KYC
Why verifying AI agents will become a larger market than verifying humans.
03
Memory Tokens: Your Most Valuable Asset
Why your ChatGPT history might be worth more than your stock portfolio. The race to capture AI interaction data.
04
Stablecoins Were Just a Prototype
05
Vertical Token Systems
06
The Attention and Truth Deficit
07
One Connected Thesis: How It All Fits Together
Complete Research Archive
All Ribbit & TIBBIR Research
Feb 22
Stablecoins Were Just a Prototype: Machine-First Dollars
Feb 21
Memory Tokens: Your ChatGPT History as Your Most Valuable Asset
Feb 19
What Ribbita Said When Nobody Was Listening
Feb 19
Web 4.0: The Internet That Acts (And Pays for Itself)
Feb 15
The Man Who Backed Coinbase and Robinhood Just Made His Biggest Bet
Feb 16
Coinbase x402: Giving AI Agents Their Own Wallets
Feb 15
TIBBIR: One Token, Zero Humans, Autonomous AI Commerce
Feb 16
The Virtuals Revenue Network Changed Everything for AI Agents
Feb 16
TIBBIR: Running on All Four Layers of the AI Commerce Stack
Feb 17
The Ribbit Capital Portfolio Convergence: $12B Points at One Token
Feb 17
Token Factories: When Everything Becomes a Token