Pumpfun has brought us hundreds of thousands of new tokens - Vibecoding will bring the same transformation to Web3 applications.
Author: miguelrare
Compiled by: Deep Tide TechFlow
Pumpfun has introduced 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 at 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 is closely tied to a series of important catalysts from Web2—the infrastructure provided by X and the momentum continuously built by OpenAI.
If you were active in the market at that time, you might remember what happened next.
Shortly after the launch of $GOAT, everyone began 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 have already started Vibecoding for simple on-chain projects, but due to a lack of infrastructure, especially in the Web3 space, these applications have consistently failed to gain sufficient attention.
Here is a detailed analysis:
The rise of Vibecoding in Web2
Its inevitable impact on Web3
The formation of early on-chain infrastructure
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-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 in their development process.
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 is important to clarify that Vibecoding is not equivalent to AI-assisted development.
For complex production-grade systems, relying solely on Vibecoding may pose risks. However, given the astonishing pace 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 significant room for growth.)
PumpFun Effect
A few years ago, launching your own token 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 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 have a deep understanding of what products the market currently needs, how to launch these products, and what crypto Twitter (CT) truly cares about—because they have been observing the release of new projects for years.
Empowering degen to turn ideas into products without coding skills or high costs essentially provides fresh creative ideas for the front lines to experiment with.
As a result, 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 Lines: AI Integrated into Core Protocols
In addition to the abstract concept of "front line narratives," there is another direction that excites me—AI directly integrated into large protocols.
The simplest example is trading terminals.
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 a significant price difference occurs between two perpetual contract decentralized exchanges (perps DEXes).
In fact, this approach allows the platform to meet thousands of small user needs, which are often relatively simple yet frequently overlooked by teams.
"We already have Cursor, Replit, Lovable—why do we need Web3 forks?"
For a while, I also asked myself the same question.
But after reviewing a lot of materials, the answer became very clear.
Even in the Vibecoding space of Web2, there is no absolute winner. Each platform has its uniqueness, including its focus, features, and target user groups.
Some products excel at solving one or two specific problems,
while others try to cover everything but end up achieving nothing.
Web3 Vibecoding platforms will not be hindered by competition with 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 cases of developers successfully launching meaningful Web3 products.
Nevertheless, I believe it is still very important to outline 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 Vibecoding platform based on Base, focused on building mini-apps on Farcaster.
Currently, the product is still in its early stages, with relatively few applications launched.
Minidev launched its token $MINI about a month ago—perhaps a bit premature. Nevertheless, @0xjenil is 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 Poof's flexibility as an experimental 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 actually quite good.
The application is extremely simple: download it to your phone, no wallet needed, swipe through content, and try out or create your own games.
In my opinion, this is exactly 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 a cloud IDE, specially trained AI models, and a complete set of 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 Bots
@pigeon_trade — A trading bot with built-in AI.
In addition to spot, perpetual contract, and prediction market trading, you can also chat with Pigeon and Vibecode custom features, such as:
Monitoring funding rates of specific DEXs, setting alerts, or automatically opening positions
Tracking selected wallets and executing follow-trade transactions
Searching for 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 also 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 their ideas, 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 users.
A few 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 has brought us hundreds of thousands of new tokens -> Vibecoding will bring the same transformation to Web3 applications.
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