All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg

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

January 23, 2026

AI Summary

5 min read

🎙️ The Speakers & Context

  • The Format: Three rapid-fire CEO interviews at Davos.
  • The Key Players:
    • Brian Armstrong: CEO of Coinbase; crypto pioneer with 52M US users, now partnering with 5/20 top global banks (e.g., JPMorgan, PNC) for on-chain infra; credible via surviving Biden-era crackdowns and driving Genius Act passage.
    • Andrew Feldman: CEO of Cerebras Systems; built AI inference/training chips 7 years pre-ChatGPT; wafer-scale engines power OpenAI's 750MW cloud deal.
    • Jake Loosararian: CEO of Gecko Robotics; 13-year robotics vet inspecting infrastructure (ships, bridges, refineries); 30% defense revenue, now AI-enabling industrial data.
  • The Vibe: Brass-tacks deal-making; Davos sheds ESG/DEI for ROI-focused capitalism amid Trump-era deregulation.

🎣 The Executive Hook

  • The "One Big Idea": Crypto, AI compute, and industrial robotics are converging into "everything on-chain" + real-world data foundations, supercharged by US deregulation—repatriating capital, tokenizing assets, and automating high-ROI infrastructure to crush China geopolitically.
  • Why It Matters: Trump's pro-business pivot (vs. Biden's "unlawful kill" of crypto) unlocks trillions in stablecoin yields, AI inference speed (e.g., Cerebras' 50x faster chips), and robot-driven manufacturing edges, fueling 5-6% GDP growth without Keynesian spending.

Continue reading the full summary in the app — free to try.

Read Full Summary →

Free • No credit card required

What you'll learn

  • 1 (00:00) **🎙️ Introduction: Brian Armstrong (Coinbase CEO)**
  • 2 (01:35) **Bank Integrations and Tokenization**
  • 3 (02:48) **Trump Admin vs. Biden on Crypto Regulation**
  • 4 (04:28) **Stablecoins and GENIUS Act**
  • 5 (07:59) **SVB Lessons and Bank Competition**
  • 6 (10:23) **Stablecoin Landscape (USDC, Tether)**
  • 7 (14:40) **Crypto Trends and Future**

+ Full timestamped outline available in the app

Show Notes

(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.

Follow Brian:

https://x.com/brian_armstrong

Follow Andrew:

https://x.com/andrewdfeldman

Follow Jake:

https://x.com/jakeloosy

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

All-In with Chamath, Jason, Sacks & Friedberg