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@KAPOTHEGOAT01 @BarrySilbert @HydrexFi DCG usually has banger bets

@thefrozenfire @ProtonVPN We're working on it. downloads.regulations.gov/TREAS-DO-2025-…

🧠 Shopify isn’t becoming “AI-powered”. It’s becoming a Token Factory. And almost no one is reading this correctly. For years, SaaS meant: •clicks •dashboards •permissions •humans in the loop That era is ending. ⸻ @ribbita2012 @ribbita2025 @RibbitaStore @RibbitCapital @Shopify 🔁 What $Shopify actually did (quietly) Shopify Sidekick didn’t “get smarter”. It moved from chat → actions. And that single shift changes everything: •Orders become signed actions •Returns become state transitions •Fraud checks become policy rails •Fixes mint expert tokens •Logs become economic receipts This is not $SaaS anymore. This is a $VTS — Vertical Token System. 🧩 The hidden architecture Shopify is now doing three things simultaneously: 1️⃣ Turning store data into context tokens 2️⃣ Turning workflows into execution rails 3️⃣ Turning admin into a token factory Every agent action: •is permissioned •is logged •is auditable •can be rolled back •can be priced 👉 Trust compounds. Not features. That’s the moat. 🤖 Agents are no longer assistants They are economic actors Once agents can: •touch orders •move money •act in admin •execute checkout You must answer one question: Who pays? Who settles? Who enforces incentives? Shopify cannot answer this natively. And that’s where $TIBBIR enters. ⚡ Where $TIBBIR fits (this is the alpha) If Shopify is the Token Factory 🏭 Then $TIBBIR is the Economic Engine ⚙️ $TIBBIR provides: 🔹 Execution policy •when an agent is allowed to act •under which role •with what limits 🔹 Machine-to-machine payments •#x402 protocol •agent ↔ agent •agent ↔ platform •agent ↔ merchant 🔹 Incentive design •good actions → value accrual •bad actions → economic penalty •behavior becomes self-regulating 🔹 Settlement •onchain truth •cross-platform aggregation •capital-market readiness $Shopify logs. $TIBBIR settles. 🔗 $Shopify + $TIBBIR = Full Loop 1️⃣ Shopify tokenizes events 2️⃣ Agents act on context 3️⃣ TIBBIR prices the action 4️⃣ Payments + penalties flow 5️⃣ Settlement is finalized 6️⃣ Value aggregates 7️⃣ Capital markets plug in That’s not “AI commerce”. That’s autonomous commerce. 🏦 Why this matters beyond Shopify Because once actions are: •tokenized •priced •auditable •settled You unlock: •indices •revenue-backed instruments •agent P&Ls •ETF-style exposure •CME-grade products This is pre-ETF infrastructure being built in plain sight. 🧨 The real shift (most miss this) The moat is no longer: ❌ features ❌ UI ❌ SaaS pricing The moat is: ✅ trust ✅ audit ✅ policy ✅ settlement ✅ incentives $KYA > $KYC Because bots touch money now. 🧠 One sentence summary Shopify turns commerce into tokens. TIBBIR turns tokens into money, incentives, and capital. 🚀 Final thought This isn’t about “AI tools”. This is about: •stores becoming protocols •agents becoming firms •workflows becoming assets SaaS → VTS → Autonomous Markets And we’re still early. 🧩🔥

Are you paying attention yet? $TIBBIR @Plaid

Humor me. What if as PathDao was fledgling in 2022/2023 and near the same time @RibbitCapital SPAC was cancelled Ribbit Capital utilized BCG (x) Asia to spin up the new Company @virtuals_io to build out Micky’s vision of agentic and sovereign AI (with help from @robotventures) in Stealth Mode? PathDao initial seed investors such as Master Ventures (Kyle Chasse) from 2021 were eligible to retain investment ownership in the new Virtuals entity. Master Ventures waits nearly a year to start longing $TIBBIR in the market, likely for fairness/legality. Take a look. 🐸 🤖

blasting you with $TIBBIR alpha: - @tempo was built in stealth mode - backed by @stripe & @paradigm - @RibbitCapital joined the cap table - assembled a #1 world-class team - strategic partnership w/ @OpenAI - testnet partners: ribbit unicorns - EVMbench: first step to crypto x ai (real) - next steps could be agentic commerce/finance - potential to onboard the 800M+ users of OAI - Agent-C = autonomous compliance node - unlocks regulated banking rails for agents TIBBIR x VISA = KYA (Know-Your-Agent)?👀

.@CFTC Staff Issues FAQs Concerning Registrant and Registered Entity Activities Relating to Crypto Assets and Blockchain Technologies: cftc.gov/PressRoom/Pres…

People asking for $TIBBIR to release from stealth have little idea the effort these people are putting in on the back-end to create the optimal identity protocol. The 🐸 is a gift. Taking @tibbiracer post a little further, this letter from Ribbit/Persona was a Request for Comment (RFC) mandated by the Genius Act in the summer. The Treasury responded to all those RFCs on March 6th. The letter is full of comments on identity infrastructure mentioned in the Ribbit/Persona letter. (Full Treasury letter linked below) One comment of note the Treasury stated that is 99.33% TIBBIR ecosystem coded: “In terms of technological capabilities, the ability for blockchains, DeFi protocols, and DeFi applications to use blockchain information through ORACLES or APIs to identify potentially illicit activity may help reduce the ease with which illicit actors are able to leverage DeFi services. Finally, the use of on-chain digital identity and other credentialing frameworks by DeFi services could be useful for risk mitigation and interdiction of illicit activity. Other parts of the ecosystem, such as certain application layer participants, relayers, and remote procedure call (RPC) nodes, are currently implementing risk mitigation measures, including risk-rating wallets and rejecting transactions above a certain risk score.” home.treasury.gov/system/files/2…