DCA into $TIBBIR: A Strategic Treasury Allocation for Asymmetric Upside

Introduction

Roko DAO has the opportunity to deploy capital into a disciplined, long-term Dollar-Cost Averaging (DCA) strategy into $TIBBIR, a token exhibiting extraordinary on-chain provenance, strategic alignment with next-generation finance, and asymmetric growth potential.

This proposal recommends allocating $44,626 USDC — currently earmarked for future incentives. Granting to Roko Network Corp for execution of a 1-Month DCA into $TIBBIR, with an optional enhancement: converting 50 $TAO from treasury reserves to further amplify exposure.

This proposal is rooted in a compelling public thesis: that $TIBBIR represents the stealth on-chain launch of Ribbit Capital ($15B AUM) into agentic finance — the convergence of AI agents, identity, and tokenized trust. Unlike conventional token launches, $TIBBIR emerged with zero marketing, no presale, and full decentralization — funded directly from the personal wallet of Micky Malka, founder of Ribbit Capital.

By DCA-ing into $TIBBIR, Roko DAO positions itself at the frontier of AI agent identity infrastructure, capturing early exposure to what may become the foundational trust layer for autonomous economic actors.

---

Executive Summary

This proposal recommends allocating $44,626 USDC from Roko DAO’s incentive reserve to execute a 1-Month DCA into $TIBBIR.
 Key highlights:

• Asymmetric risk/reward: Early entry into a project with plausible $10B+ market cap potential.
• DCA structure: Mitigates volatility risk while securing long-term conviction.
• Strategic alignment: Supports the emergence of agent-native identity — a critical missing layer in Web3.
• Community-first narrative: $TIBBIR’s organic, stealth growth mirrors early Ethereum and Chainlink.

This is not a speculative memecoin play. It is a conviction-based treasury allocation into a token with credible institutional backing, clean tokenomics, and real-world narrative momentum.

---

Context

Roko DAO holds strategic reserves designated for ecosystem incentives. Rather than deploying these funds reactively (e.g., short-term liquidity mining), this proposal advocates for proactive capital allocation into an asset that could define the next cycle.

$TIBBIR meets the criteria for such a move:

• Fair launch: 1B supply, no team tokens, no vesting.
• On-chain provenance: Deployed by mickym.eth (Micky Malka).
• Ecosystem signals:
  • Autonomous agent @ribbita2012 followed by Ribbit partners.
  • Beeple’s frog-themed art drops.
  • Ribbit’s website redesigned with backward text and “ribbit-coin.png”.
  • SEC filings for multiple “Tibbir” entities.
• Holder behavior: Top 100 wallets are accumulating, not dumping, even during -60% drawdowns.

Given these signals, $TIBBIR is not a meme — it is a stealth infrastructure play with the potential to become the KYA (Know-Your-Agent) standard.

---

DCA Structure

Parameter	Detail
Total Allocation	$44,626 USDC (including TAO conversion to USDC if approved)
Duration	1 Month
Execution	DEXs, Uniswap/Cowswap and Wasabi
Target Chain	Base (native to $TIBBIR)
Fallback	Unallocated funds returned to treasury if DCA funds left over

DCA Conditions

• If the market price of $TIBBIR falls below $0.14 at any point during the DCA window, Roko will initiate a strategic 2x levered long position using Wasabi Dex.
• This leveraged position will utilize no more than 15% of the total proposal allocation.
• Leverage is only opened once per DCA cycle and is not compounded.
• If price does not fall below $0.14, the DCA proceeds normally with no leverage deployed.

This structure ensures disciplined entry, avoids front-running, and aligns with Roko DAO’s long-term vision.

---

Strategic Rationale

1. Asymmetric Upside

• Current market cap: ~$180M
• Plausible targets:
  • $3–5B post-tier-1 CEX listing (x15–25).
  • $10–20B with live KYA integrations (x50–100).
  • $50B+ if TIBBIR becomes the Visa of agent finance.
• Even a 5x return would yield $223,130, far exceeding typical treasury yields.

2. First-Mover Advantage in Agentic Finance AI agents are coming. But without verifiable identity, they cannot manage money, sign deals, or interact at scale.

$TIBBIR is positioned to solve this via:

• Token as identity credential (per Ribbit’s Token Letter).
• SBTs for agent reputation (already minted for holders).
• Integration surface: Coinbase agent-ready wallets, Crossmint, Robinhood, Virtuals.

Roko DAO can be among the first treasuries to back this vision.

3. Clean Tokenomics & No Insider Dump

• No team tokens → no vesting cliffs.
• No VCs → no exit pressure.
• Top holders are accumulating, not selling.
• Low liquidity acts as a filter, keeping out tourists.

This is the opposite of a typical VC-backed token dump.

4. Narrative Leadership By backing $TIBBIR, Roko DAO signals:

• Deep understanding of agent economics.
• Willingness to act on on-chain forensics, not hype.
• Commitment to high-conviction, low-noise plays.

This strengthens Roko’s reputation as a thought leader, not just a yield chaser.

---

Risk Assessment

Risk	Mitigation
No official confirmation from Ribbit	Intentional stealth; on-chain proof > PR.
Low liquidity / slippage	DCA reduces impact; small buys manageable.
Macro downturn	DCA performs well in volatile markets.
Narrative delay	Conviction held; DCA allows re-evaluation mid-term.

This is not risk-free, but the risk/reward is heavily skewed to the upside.

---

Governance Process

Voting Options

✅ YES – Option A: USDC Only
Approve DCA of $44,626 USDC over 1 month.

🟢 YES – Option B: USDC + 50 $TAO
Approve DCA of $44,626 USDC + conversion of 50 $TAO into USDC for $TIBBIR DCA over 1 month.

❌ NO – Option C: Reject Proposal
Retain all funds; no DCA initiated.

---

Conclusion

$TIBBIR is not another AI meme.

It is:

• A fair-launched, institutionally backed token.
• Backed by on-chain proof, not promises.
• Positioned at the nexus of AI, identity, and finance.
• Held by smart money, not tourists.

By DCA-ing $44,626 USDC into $TIBBIR, Roko DAO makes a low-cost, high-upside bet on the future of agentic finance — with full transparency, no counterparty risk, and maximum optionality.

This is how DAOs win:
Not by chasing yields, but by recognizing revolutions in stealth mode.



Resources to begin research into $TIBBIR:
 TIBBIR: The Most Mysterious and Bullish Web3 Project of the Cycle — Complete Thesis

Ribbit & The Stealth Backend

TIBBIR, Intent Rails, The "Google Moment" of AI Agents

Ribbit Capital