Pumpfun brings us hundreds of thousands of new tokens - Vibecoding will bring the same transformation to Web3 applications.
Article author: miguelrare
Source: 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 trending narratives of the time: AI agents + Meme coins, instantly making the 'token value' clear to speculators (degens).
However, $GOAT did not come out of nowhere; its success relies on a series of important catalytic factors from Web2 - the infrastructure provided by X and the momentum continuously accumulated by OpenAI.
If you were active in the market at the time, 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, and prior to that, its FDV (fully diluted valuation) had 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 emerged. Some speculators are already Vibecoding for simple on-chain projects, but due to a lack of infrastructure, especially in Web3, these applications have consistently failed to gain enough attention.
Here is a specific analysis:
The rise of Vibecoding in Web2
Its inevitable impact on Web3
The formation of early infrastructure on-chain
Positive signals from Web2
Bullish signals from Web2
From May 2025 to December 2025, programming-related LLM queries increased 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-driven development platforms skyrocketed 72 times within a year, reaching $29.3 billion.
If we zoom out and look at survey data and research reports, there are three important signals worth noting:
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 should be made clear that Vibecoding is not synonymous with AI-assisted development.
For complex production-level systems, relying solely on Vibecoding may carry risks. However, given the astonishing speed of expansion in 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, indicating there is still significant room for growth.)
The PumpFun effect
A few years ago, issuing your own tokens was not an easy task. Teams experimented with various issuance mechanisms until PumpFun introduced an extremely simple model. PumpFun provided creators with a streamlined issuance method and brought a new trading experience for speculators (degens). So why can't we see similar patterns replicated in Web3 applications?
Speculators (Degens) are always among the first users and early adopters of emerging narratives.
Many of them are well aware of what products the market currently needs, how to launch these products, and what truly matters to crypto Twitter (CT)—because they have been observing the launch of new projects for years.
Empowering Degens to translate ideas into products without coding skills or high costs essentially provides fresh ideas for the front line to try.
Therefore, we may see hundreds of creative experiments emerge across multiple tracks:
Consumer applications, trading terminals, SocialFi, prediction markets, GameFi Ponzi projects, etc.
This phenomenon may, in turn, accelerate the growth of specific market narratives.
Beyond the frontline: AI integrated into core protocols
In addition to the abstract concept of 'frontline narrative,' there is another direction that excites me—AI directly integrated into large protocols.
The simplest example is a trading terminal.
Risk-free 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:
Monitor the funding rates of tokenized stocks and automatically open positions when significant price differences occur between two perpetual contract decentralized exchanges (perps DEXes).
In fact, this approach allows platforms to meet the small needs of thousands of users, which are often relatively simple yet frequently overlooked by teams.
"We already have Cursor, Replit, Lovable—why do we need a Web3 fork?"
For a time, I also asked myself the same question.
But after reviewing a lot of information, the answer became very clear.
Even in the Vibecoding space of Web2, there is no absolute winner. Each platform has its unique aspects, including its own focus, features, and target user groups.
Some products can excellently solve one or two specific problems.
While others try to be comprehensive but end up achieving nothing.
The Vibecoding platform of Web3 will not be hindered by competition with Lovable or Replit.
Their infrastructure is built specifically for on-chain creativity, rather than serving 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 think it is still very important to sort out the current industry landscape.
Application/platform overview
@dreamspaceHQ— create websites, platforms, and dashboards without any coding knowledge.
The core advantage of Dreamspace is that, in addition to creating or connecting smart contracts through prompts, you can aggregate data across multiple chains: BTC, ETH, zkSync, Sei, Base, and even Stellar, WTF?
@Minidevx— a Base-based Vibecoding platform focused on building mini-applications on Farcaster.
Currently, the product is still in its early stages, and there are relatively few applications that have been launched.
Minidev launched its token $MINI about a month ago - it may seem a bit hasty. Nevertheless, @0xjenil is still actively launching and improving products, so I wouldn’t be surprised to see high-quality applications emerge 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 allocated to three dedicated agents: UI agent, smart contract agent, and actions agent.
In July this year, the team showcased an application built entirely with Poof, where two users could duel over '2D wives' (Waifu) and bet SOL in the process.
This project demonstrates the flexibility of Poof as a testing ground.
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 content, try out or create your own games.
In my view, this is precisely the kind of product that can attract Web2 users—they may 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 IDEs, specially trained AI models, and complete building and deployment tools.
However, unlike Poof, Codigo is hard to classify as a Vibecoding platform—you still need to have some programming skills.
Trading bot
@pigeon_trade — a trading bot with built-in AI.
In addition to spot, perpetual contracts, and prediction market trading, you can also chat with Pigeon and Vibecode custom functions, such as:
Monitor funding rates of specific DEXs, set alerts, or automatically open positions.
Track selected wallets and perform copy trading.
Look for arbitrage opportunities on Polymarket and more features.
Final thoughts
Currently, high-quality Web3 Vibecoding platforms are still quite few.
Most existing projects are either still in development or have not yet found product-market fit (PMF), which is perfectly normal.
As mentioned earlier, the Virtual Protocol took a long time to form a complete narrative.
Many times, the product is not bad; it 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 with 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 among the first users.
Months or perhaps a year later, we will look back and compare the starting point 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 transformation to Web3 applications.
