Another "Pumpfun moment"? AI-powered Vibe Coding is becoming a new narrative in crypto

Author: miguelrare

Translation: Deep Tide TechFlow

Pumpfun has introduced hundreds of thousands of new tokens to the market,

While Vibecoding will bring the same revolution to Web3 applications.

$GOAT is a pioneer in the AI Agents field.

It successfully combined two popular narratives at the time: AI Agents + Meme Coins, instantly making “token value” clear to speculators (degens).

However, $GOAT did not emerge out of nowhere; its success is closely linked to a series of important Web2 catalysts—the infrastructure provided by X and the momentum continuously built by OpenAI.

If you were active in the market back then, you might remember what happened next.

Shortly after the launch of $GOAT , everyone started discussing Virtual Protocol. This was a project that existed before the narrative explosion; prior to that, its FDV (Fully Diluted Valuation) hovered between $20 million and $50 million for nearly a year.

Today, a very similar pattern is forming around Vibecoding. This term has only recently appeared. Some speculators have already been Vibecoding simple on-chain projects, but due to a lack of infrastructure—especially in the Web3 space—these applications have yet to gain enough attention.

Here is a detailed analysis:

• The rise of Vibecoding in Web2
• Its inevitable impact on Web3
• Formation of early on-chain infrastructure
• Positive signals from Web2

Bullish signals from Web2

From May 2025 to December 2025, the proportion of all LLM queries related to programming increased from 11% to 50%.

In less than a year, programming queries accounted for half of all LLM usage categories.

Meanwhile, the valuation of the most popular AI-driven development platform skyrocketed 72 times in a year, reaching $29.3 billion.

Looking at broader perspectives, research data and reports reveal three important signals to watch:

• 84% of respondents are using or planning to use AI tools during development.
• 41% of code is now generated by AI.
• Developers report that AI tools can increase productivity by an average of 10%-30%.

At the same time, it’s important to clarify that Vibecoding is not equivalent to AI-assisted development.

For complex production-level systems, relying solely on Vibecoding may carry risks. However, given the astonishing growth rate of this field, more and more developers will start integrating Vibecoding into their workflows.

PumpFun Effect

A few years ago, issuing your own token was not easy. Teams experimented with various issuance mechanisms until PumpFun introduced an extremely simple model. PumpFun provided creators with a streamlined issuance process and offered a brand-new trading experience for speculators (degens). So, why can’t we see similar patterns reemerge in Web3 applications?

Degens are always the first users and early adopters of emerging narratives.

Many of them deeply understand what products the current market needs, how to launch these products, and what really matters on crypto Twitter (CT)—because they have been observing new project launches for years.

Empowering Degens to turn ideas into products without coding skills or high costs essentially provides the frontline with fresh ideas to experiment with.

Therefore, we might see hundreds of creative experiments across multiple tracks:

Consumer apps, trading terminals, SocialFi, prediction markets, GameFi Ponzi projects, and more.

This phenomenon could, in turn, accelerate the growth of specific market narratives.

Beyond the Frontline: AI Integration into Core Protocols

Besides the abstract concept of the “frontline narrative,” there is another direction that excites me—AI directly integrated into large protocols.

The simplest example is trading terminals.

Riskless arbitrage strategies (Delta-neutral strategies), point mining, arbitrage operations—all of these can be transformed into personalized bots or functions through simple prompts entered by users on the platform.

For example:

Monitoring the funding rates of tokenized stocks, and automatically opening positions when there is a significant price difference between two perpetual DEXes.

In practice, this approach allows platforms to meet the small needs of thousands of users, which are often relatively simple but frequently overlooked by teams.

“We already have Cursor, Replit, Lovable—why do we still need Web3 forks?”

There was a time I asked myself the same question.

But after reviewing a lot of information, the answer became very clear.

Even in the Web2 Vibecoding space, there is no absolute winner. Each platform has its own strengths, features, and target user groups.

Some products can solve one or two specific problems very well,

While others try to do everything but ultimately fail.

Web3 Vibecoding platforms won’t be hindered by competition from Lovable or Replit.

Their infrastructure is built specifically for on-chain creativity, not for Web2 applications.

Web3 Vibe Ecosystem

As of December 2025, there are still very few Web3 projects focused on Vibecoding or development tools, and even fewer successful cases of developers launching meaningful Web3 products.

Nevertheless, I believe it is still very important to analyze the current industry landscape.

Application/Platform Overview

@dreamspaceHQ—— Create websites, platforms, and dashboards without any coding knowledge.

Dreamspace’s core advantage is that, besides creating or connecting smart contracts via prompts, you can also aggregate data across multiple chains: BTC, ETH, zkSync, Sei, Base, and even Stellar. WTF?

@Minidevx—— A Vibecoding platform based on Base, focused on building mini-apps on Farcaster.

Currently, the product is still in early stages, with relatively few live applications.

About a month ago, Minidev launched its token $MINI — which may have been a bit hasty. Nonetheless, @0xjenil is actively launching and improving the product, so I wouldn’t be surprised if high-quality applications emerge on Minidev soon.

@Poofnew —— An on-chain version of Replit

Poof allows you to create on-chain websites and applications via prompts, which are passed to an agent and then distributed among three specialized agents: UI Agent, Smart Contract Agent, and Actions Agent.

In July this year, the team demonstrated an application built entirely with Poof, where two users could duel over a “Waifu” and bet SOL during the process.

This project showcases Poof’s flexibility as an experimental platform.

Gaming

@RemixGG_ —— A Vibecoding platform where you can create games on Base via prompts or play hundreds of games created by other users.

Some of these games are genuinely quite good.

The app is extremely simple: download to your phone, no wallet needed, swipe to browse content, try out or create your own games.

In my view, this is exactly the kind of product that can attract Web2 users—they might not even realize they are using Web3 infrastructure.

Development Tools

@CodigoPlatform—— Codigo is an AI-driven development platform built specifically for Solana.

It combines cloud IDE, specially trained AI models, and complete build and deployment tools.

However, unlike Poof, Codigo is hard to categorize as a Vibecoding platform—you still need some programming skills.

Trading Bots

@pigeon_trade —— A trading bot with built-in AI.

In addition to spot, perpetual, and prediction market trading, you can chat with Pigeon and Vibecode custom features, such as:

• Monitoring funding rates on specific DEXes, setting alerts or automatic openings
• Tracking selected wallets and executing follow trades
• Finding arbitrage opportunities on Polymarket, and more.

Final Thoughts

Currently, high-quality Web3 Vibecoding platforms are still few and far between.

Most existing projects are either still in development or have yet to find product-market fit (PMF), which is completely normal.

As mentioned earlier, Virtual Protocol took a long time to develop a complete narrative.

Often, products are not bad—they are just launched too early.

I firmly believe 2026 will be the year we start seeing real signals:

Non-developers independently building profitable Web2 companies with creativity, large platforms integrating Vibecoding tools, and the user base and annual recurring revenue (ARR) of Cursor, Replit, and Lovable continuing to grow exponentially.

As always, Degens will be the first users.

In a few months or perhaps a year, we will look back and compare the origins of the Vibecoding narrative with the rise of PumpFun.

The only difference?

Pumpfun brought us hundreds of thousands of new tokens -> Vibecoding will bring the same revolution to Web3 applications.