Author:miguelrare
Compiled by: Deep Tide TechFlow
Pumpfun has brought hundreds of thousands of new tokens to the market,
and Vibecoding will bring the same transformation to Web3 applications.
$GOAT is a pioneer in the field of AI agents.
It successfully combined two major hot narratives at the time: AI agents + Meme coins, instantly making "token value" clear to speculators (degens).
However, $GOAT did not appear out of thin air; its success relied on 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 remember what happened next.
Shortly after $GOAT was launched, everyone started talking about Virtual Protocol. This was a project that existed before the narrative exploded, and its FDV (fully diluted valuation) had hovered between $20 million and $50 million for nearly a year.
Now, a very similar pattern is forming around Vibecoding. This term has only recently emerged. Some speculators are already doing Vibecoding for simple on-chain projects, but due to a lack of infrastructure, especially in the Web3 space, these applications have failed to gain enough attention.
Here is a detailed analysis:
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The rise of Vibecoding in Web2
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Its inevitable impact on Web3
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The formation of early on-chain infrastructure
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Bullish signals from Web2
Bullish Signals from Web2
From May 2025 to December 2025, the proportion of all LLM queries related to programming grew from 11% to 50%.
In less than a year, programming queries accounted for half of all LLM usage categories.
At the same time, the valuation of the most popular AI-driven development platform surged 72 times in one year, from $400 million to $29.3 billion.
If we zoom out and look at survey data and research reports, there are three important signals worth noting:
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84% of respondents are using or plan to use AI tools in their development process.
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41% of code is now generated by AI.
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Developers report that AI tools improve productivity by an average of 10%-30%.
At the same time, it is important to clarify that Vibecoding is not the same as AI-assisted development.
For complex production-level systems, relying solely on Vibecoding may be risky. However, given the astonishing expansion speed of this field, more and more developers will begin to incorporate Vibecoding into their workflows.
(According to the 2025 Stack Overflow Developer Survey, only 17% of developers are currently using Vibecoding, which means there is still huge room for growth.)
The PumpFun Effect
A few years ago, issuing your own token was not easy. Teams tried various issuance mechanisms until PumpFun introduced an extremely simple model. PumpFun provided creators with a simplified way to issue tokens and also brought a new trading experience to speculators (degens). So, why can't we see a similar pattern replicated in Web3 applications?
Speculators (Degens) are always the first users and early adopters of emerging narratives.
Many of them know exactly what products the market currently needs, how to launch these products, and what Crypto Twitter (CT) truly cares about—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 front line with fresh ideas to experiment with.
Therefore, we may see hundreds of creative experiments emerging across multiple tracks:
Consumer applications, trading terminals, SocialFi, prediction markets, GameFi Ponzi projects, and more.
This phenomenon, in turn, may accelerate the growth of specific market narratives.
Beyond the Front Line: AI Integration into Core Protocols
Beyond the abstract concept of "frontline narratives," there is another direction that excites me—AI directly integrated into large protocols.
The simplest example is trading terminals.
Delta-neutral strategies, points farming, arbitrage operations—all of these can be transformed into personalized bots or features by users entering simple prompts on the platform.
For example:
Monitor the funding rates of tokenized stocks and automatically open positions when significant spreads appear between two perpetual decentralized exchanges (perps DEXes).
In practice, this approach allows platforms to meet thousands of small user needs that are often relatively simple but overlooked by teams.
"We already have Cursor, Replit, Lovable—why do we need a Web3 fork?"
For a while, I asked myself the same question.
But after extensive research, the answer became very clear.
Even in the Web2 Vibecoding space, there is no absolute winner. Each platform has its unique features, including its own priorities, functions, and target user groups.
Some products excel at solving one or two specific problems,
while others try to do everything and end up achieving nothing.
Web3 Vibecoding platforms will not be hindered by competition with Lovable or Replit.
Their infrastructure is specifically built 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 cases of non-developers successfully launching meaningful Web3 products are even rarer.
Nevertheless, I believe it is still very important to sort out the current industry landscape.
Application/Platform Overview
@dreamspaceHQ—Without any coding knowledge, you can create websites, platforms, and dashboards.
The core advantage of Dreamspace is that, in addition to creating or connecting smart contracts through 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 its early stages, with relatively few launched applications.
Minidev launched its token $MINI about a month ago—which may seem a bit rushed. Nevertheless, @0xjenil is still actively launching and improving the product, so I wouldn't be surprised to see high-quality applications emerging on Minidev soon.
@Poofnew —An on-chain version of Replit
Poof allows you to create on-chain websites and applications through prompts, which are passed to an agent and then assigned to three specialized agents: UI Agent, Smart Contract Agent, and Actions Agent.
In July of this year, the team showcased an application built entirely using Poof, where two users could duel for a "Waifu" and bet SOL in the process.
This kind of project demonstrates the flexibility of Poof as an experimental field.
Games
@RemixGG_ —A 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 quite good.
This application is extremely simple: download it to your phone, no wallet required, swipe through the content, try out games, or create your own.
In my opinion, this is exactly the kind of product that can attract Web2 users—they won't even realize they are using Web3 infrastructure.
Development Tools
@CodigoPlatform—Codigo is an AI-driven development platform built specifically for Solana.
It combines a cloud IDE, specially trained AI models, and complete build and deployment tools.
However, unlike Poof, Codigo is difficult to classify 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 functions, such as:
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Monitor funding rates on specific DEXes, set alerts, or automatically open positions
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Track selected wallets and copy trades
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Look for arbitrage opportunities on Polymarket and more.
Final Thoughts
Currently, there are still very few high-quality Web3 Vibecoding platforms.
Most existing projects are either still in development or have not found product-market fit (PMF), which is completely normal.
As mentioned earlier, Virtual Protocol also took a long time to form a complete narrative.
Often, the product is not bad; it is just launched too early.
I firmly believe that 2026 will be the year we start to see real signals:
Non-developers will independently build profitable Web2 companies based on creativity, large platforms will integrate Vibecoding tools, and the number of users and annual recurring revenue (ARR) of Cursor, Replit, and Lovable will continue to grow exponentially.
As always, degens will be the first users.
In a few months or a year, we will look back and compare the starting point of the Vibecoding narrative to the rise of PumpFun.
The only difference?
Pumpfun brought us hundreds of thousands of new tokens -> Vibecoding will bring the same transformation to Web3 applications.
