All-In with Chamath, Jason, Sacks & Friedberg

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

970 snips
Jan 23, 2026
Brian Armstrong, Coinbase CEO focused on crypto adoption and stablecoins; Andrew Feldman, Cerebras CEO building wafer-scale AI compute; Jake Loosararian, Gecko Robotics CEO deploying industrial inspection robots. They discuss on-chain markets and tokenization, extreme AI compute and data-center power, and robots as the nervous system collecting domain data for real-world AI applications.
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ADVICE

Tokenize Private Markets For Access

  • Tokenize funds and private assets to reduce friction, democratize access, and enable instant settlement.
  • Use on-chain capital formation and products like Coinbase Tokenize to lower back-office costs and broaden investor participation.
INSIGHT

AI Agents Will Use Crypto Payments

  • AI and crypto will converge because AI agents will need programmable payments and wallets.
  • Armstrong says agents will use stablecoins and wallets to transact, changing KYC and payments infrastructure.
ADVICE

Make An Internal AI 'Oracle'

  • Integrate an internal AI model connected to company data to surface hidden issues and boost productivity.
  • Use it as a mentor: ask what you should be thinking about and let it reverse-prompt you with strategic insights.
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