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
90% of stablecoin volume is bots. Ribbit says that's the point. The first dollar built for machines was just the opening move.
05
Vertical Token Systems: The $350B BPO Killers
How AI agents are eating the outsourcing empires that India and the Philippines built. Seven verticals mapped.
06
The Attention and Truth Deficit
When anyone can fake anything, verification becomes the scarcest resource. How token systems rebuild trust.
07
One Connected Thesis: How It All Fits Together
The capstone. Six layers of tokenization, fifty portfolio companies, and one unified vision of the $41 trillion transformation.
Complete Research Archive
All Ribbit & TIBBIR Research
Feb 25
One Connected Thesis: How It All Fits Together
Feb 24
The Attention and Truth Deficit
Feb 23
Vertical Token Systems: The $350B BPO Killers
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