Author: Miguelrar
Prepared by: DeepTide TechFlow
Pumpfun has brought hundreds of thousands of new tokens to the market,
While Vibecoding will bring a similar transformation to Web3 applications.
$GOAT is a leading AI agent company.
It successfully combined two of the most important narratives of the time: AI agents + memecoins, making the “token value” crystal clear to speculators (degens).
However, $GOAT did not come out of nothing; Its success has been driven by a series of important catalysts from Web2 – the infrastructure provided by X and the growing momentum of OpenAI.
If you were active in the market at the time, you probably still remember what happened next.
Shortly after $GOAT was launched, everyone started talking about the virtual protocol. This project existed before the narrative explosion, with the FDV (Fully Diluted Valuation) hovering between $20M and $50M for about a year.
Today, a very similar pattern is forming around Vibecoding. This term has only appeared recently. Some speculators have already begun applying Vibecoding to simple on-chain projects, but the lack of infrastructure, especially in the Web3 space, has prevented these applications from gaining much attention.
Below is the detailed analysis:
- The rise of Vibecoding in Web2
- Its inevitable impact on Web3
- Formation of the early chain infrastructure
- Positive signals from Web2
Bullish signals from Web2
From May 2025 to December 2025, the proportion of all programming-related LLM inquiries rose from 11% to 50%.
In less than a year, programming-related queries accounted for half of all LLM usage categories.
Meanwhile, the valuation of the most popular AI-based development platform rose 72-fold in one year, from $400 million to $29.3 billion.
If we zoom out and examine the survey data and research reports, there are three main signs worth noting:
- 84% of respondents either use or plan to use AI tools in their development processes.
- 41% of code is now generated by AI.
- Developers report that AI tools can boost productivity by 10% to 30%.
It should be noted that Vibecoding does not mean development with the help of artificial intelligence.
For complex production systems, relying solely on Vibecoding can pose risks. However, due to the incredible pace of expansion in this field, an increasing number of developers will start incorporating Vibecoding into their workflow.
PumpFun effect
A few years ago, issuing your own token was not easy. The teams experimented with different release mechanisms until PumpFun came up with a very simple model. PumpFun has provided creators with a simplified release method while offering speculators (degens) an entirely new trading experience. So why can’t we imagine replicating a similar model in Web3 applications?
Degeners are often the first users and early adopters of emerging narratives.
Many of them have a deep understanding of what products the market currently needs, how to launch those products, and what Crypto Twitter (CT) really cares about – because they have been monitoring the launch of new projects for years.
Enabling Degens to turn ideas into products without programming skills or high costs essentially puts new creativity at the forefront of experimentation.
As a result, we may see hundreds of creative experiments emerge across multiple sectors:
Consumer apps, trading terminals, SocialFi, prediction markets, GameFi Ponzi projects, etc.
This phenomenon, in turn, may accelerate the growth of specific market narratives.
Beyond the front lines: Integrating AI into core protocols
Beyond the abstract concept of “frontline narratives,” there is one trend that interests me a lot: the direct integration of AI into mainstream protocols.
The simplest example is the trading terminal.
Risk-free arbitrage strategies (delta neutral strategies), liquidity mining, arbitrage operations – all of these can be turned into bots or custom functions through simple prompts that users enter on the platform.
For example:
Monitor funding rates for token shares, and automatically open positions when significant price differences arise between two perpetual decentralized exchanges (perps DEXes).
In practice, this approach allows platforms to address the small but numerous needs of thousands of users, which are usually relatively simple but often overlooked by teams.
“We already have Cursor, Replit, and Lovable – why do we need a Web3 fork?”
For a while, I asked myself the same question.
But after reviewing a large amount of material, the answer became very clear.
Even within the Web2 Vibecoding space, there is no absolute winner. Each platform has its own unique characteristics, including its focus, functionality, and target user base.
Some products excel at solving one or two specific problems.
While others try to cover all aspects but in the end they achieve nothing.
Vibecoding platforms in Web3 will not be discouraged by competition with Lovable or Replit.
Their infrastructure is specifically designed for cross-chain creativity rather than serving Web2 applications.
Web3 Vibe ecosystem
As of December 2025, there are still only a few Web3 projects focused on Vibecoding or development tools, and even fewer cases where non-developers have successfully launched meaningful Web3 products.
However, I think it is still very important to define the current landscape of the industry.
Overview of applications/platforms
@dreamspaceHQ —— You can build websites, platforms, and dashboards without any programming knowledge.
The main advantage of Dreamspace is that, in addition to creating or linking smart contracts via claims, you can also collect data across multiple chains: BTC, ETH, zkSync, Sei, Base, and even Stellar, WTF?
@Minidevx —— A Vibecoding platform based on Base, with a focus on creating mini-apps on Farcaster.
Currently, the product is still in its early stages, with relatively few applications available.
Minidev launched its $MINI token about a month ago – which may seem a bit premature. However, @0xjenil continues to actively release and improve the product, so I wouldn’t be surprised to see high-quality apps appear on Minidev soon.
@Poofnew —— Serial version of Replit.
Poof allows you to create websites and applications on-chain through claims, which are then passed to a proxy and distributed to three specialized agents: the UI agent, the smart contract agent, and the action agent.
In July of this year, the team demonstrated an app built entirely with Poof, where two users could duel over “waifus” (anime characters) and bet SOL in the process.
Projects like this demonstrate Poof’s flexibility as an experimental platform.
Games
@RemixGG_ —— Vibecoding platform where you can create games on Base through prompts or play hundreds of games created by other users.
Some of these games are really impressive.
The app is very simple: download it to your phone, no wallet required, and swipe to browse content, try out games, or create your own.
In my view, this is exactly the kind of product that could appeal to Web2 users – who may not even realize they are using Web3 infrastructure.
Development tools
@CodigoPlatform —— Codigo is an AI-powered development platform designed specifically for Solana.
It combines a cloud-based integrated development environment (IDE), custom-trained AI models, and a full suite of build and deployment tools.
However, unlike Poof, Codigo cannot be classified as a Vibecoding platform, you still need to have a certain level of programming skills.
Trading robots
@pigeon_trade —— A trading robot integrated with artificial intelligence.
In addition to spot trading, perpetual contracts and predictive market trading, you can also chat with Pigeon and use Vibecode for custom functions, such as:
- Monitor funding rates on specific live exchanges, set up alerts, or enable automatic opening of positions
- Track selected portfolios and perform copy trading
- Identify arbitrage opportunities on Polymarket, plus additional features.
Final thoughts
Currently, there are still very few high-quality Web3 Vibecoding platforms available.
Most of the current projects are either still in development or have not yet achieved Product Market Fit (PMF), which is quite normal.
As mentioned earlier, Virtual Protocol also took a long time to create its full narrative.
In many cases, the problem is not that the product is defective, but that it was launched too early.
I firmly believe that 2026 will be the year we start to see tangible signs.
Non-developers will independently build profitable Web2 companies based on creativity, large platforms will integrate Vibecoding tools, and the user base and annual recurring revenue (ARR) of Cursor, Replit, and Lovable will continue to grow exponentially.
As always, Degens will be the first to adopt.
In a few months or maybe a year, we’ll look back and compare the starting point of the Vibecoding narrative with the advent of PumpFun.
The only difference?
Pumpfun brought us hundreds of thousands of new tokens -> Vibecoding will bring the same transformation to Web3 applications.
