Malka is accumulating positions before an event that he knows about and that the market hasn't priced in yet.
$20M in @RobinhoodApp combined with the $TIBBIR entities at the end of May is a signal of deliberate timing IMO. Whoever knows what's about to happen buys before, not after.
My hypothesis:
@Robinhood is about to announce an integration with the Ribbit AAC infrastructure (see @ribbita2012 for more info) autonomous agents, KYA or identity layer. This will make the connection between $HOOD, @RibbitCapital and $TIBBIR publicly visible.
Therefore, TIBBIR's exit from stealth could be imminent and involves Robinhood as the first portfolio company that visibly integrates it.
The CLARITY Act advancing to the Senate floor creates the regulatory context for something that Robinhood and Ribbit have been waiting for to operate publicly: Cortex AI, asset tokenization and agent-compatible APIs.
These hypotheses don't exclude each other. In fact, they could be the same thing seen from different angles.
The str