Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- Jan 23, 2026
- 1:35:15
- Full Episode
(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com/
Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.
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Brief Summary
Brian Armstrong discusses crypto regulations, bank partnerships, and AI's impact on jobs at the World Economic Forum.
Key points
- The Genius Act and Stable Coins. The Genius Act mandates that regulated stable coins must have 100% of their assets in short-term US treasuries.
- Tether's Compliance Issues. Tether is not currently compliant under the Genius Act, raising concerns about its stability.
- Coinbase Business Launch. Coinbase launched a product to serve small and medium-sized companies for cross-border payments.
- The Shift in Davos. The focus at Davos has shifted from ESG to business and deal-making.
- AI's Role in the Future. Exploring how AI and crypto will converge and shape the future job market.
- The Cost of Being Slow. Slow services lead to customer loss, as users seek faster alternatives.
Episode highlights
- The Genius Act and Stable CoinsThe Genius Act mandates that regulated stable coins must have 100% of their assets in short-term US treasuries.“Under the Genius Act, US regulated stable coins have to have 100% of the assets stored in short-term US treasuries.”6:19Jan 23, 2026
- Tether's Compliance IssuesTether is not currently compliant under the Genius Act, raising concerns about its stability.“Tether doesn’t follow those same 100% reserves and short-term US treasuries.”12:42Jan 23, 2026
- Coinbase Business LaunchCoinbase launched a product to serve small and medium-sized companies for cross-border payments.“Currently they’re beating a path to our door.”16:54Jan 23, 2026
- The Shift in DavosThe focus at Davos has shifted from ESG to business and deal-making.“It’s about business now.”30:07Jan 23, 2026
- AI's Role in the FutureExploring how AI and crypto will converge and shape the future job market.“AI agents need to get work done and they have to do payments.”33:12Jan 23, 2026
- The Cost of Being SlowSlow services lead to customer loss, as users seek faster alternatives.“"The cost of being slow is the customer has gone somewhere else."”48:12Jan 23, 2026
- Water Usage MisconceptionsAI data centers are often misunderstood regarding their water consumption.“"There’s a huge misperception today that this water is not recycled."”52:13Jan 23, 2026
- AI Demand GrowthThe demand for AI compute is still in its early stages, with potential for massive growth.“"I think we are still really early in the demand for AI compute."”1:00:36Jan 23, 2026
