Keep pulling the thread on Brian Armstrong.
Brian Armstrong stated in a tweet that received over 24 million views that Coinbase is rebuilding its strategy around intelligence.
Coinbase currently employs approximately 1,200 full-time equivalent AI agents.
Coinbase is launching a new product called Coinbase Advisor, an AI agent integrated into the Coinbase account to help users manage their financial lives.
Coinbase is launching tokenized equities, which will be one-to-one backed by the underlying stock.
Coinbase has received approvals in the US to unify its global liquidity, allowing international and US customers to be on the same order book.
Brian Armstrong states that open source AI models are approximately 99% cheaper for inference compared to frontier models.
By implementing intelligent prompt routing and caching, Coinbase has flattened its AI cost curve while its usage of AI tokens continues to grow exponentially.
Brian Armstrong predicts that within 12 to 18 months, 80% of Coinbase's AI workloads will be routed to cheaper open source models, with the remaining 20% going to frontier models.
At Coinbase, the amount of code shipped per developer has increased by approximately 2x year-over-year, attributed to the use of AI tools.
Coinbase is implementing a 'recursive self-improvement' loop where AI aggregates customer feedback, plans tasks, and drafts code, which is then reviewed and approved by a human.
Coinbase has built a financial infrastructure using its Base MCP API to provide AI agents with their own self-custodial wallets and financial accounts.
Due to a lack of regulatory clarity in the US, 80% of cryptocurrency trading volume moved to offshore exchanges.