Keep pulling the thread on Brian Armstrong.
Coinbase has released a product called Coinbase MCP, which allows any AI agent to connect to a user's Coinbase account and execute trades based on plain English commands within user-defined guardrails.
Coinbase has launched Coinbase Advisor, an AI agent integrated into the Coinbase app that is registered with the SEC as an investment advisor.
Coinbase is building financial infrastructure, including accounts, specifically for AI agents to use in the emerging "agentic economy."
Coinbase's strategy to offer tokenized stocks aims to address a global market of 4 billion "unbrokered" people who currently cannot access investments like U.S. stocks.
Coinbase's "everything exchange" strategy involves bringing every asset class, including stocks, commodities, pre-IPO perpetuals, and prediction markets, on-chain to be traded from a single account.
Brian Armstrong predicts that in the near future, there will be more AI agents than humans performing work in the economy.
Brian Armstrong predicts that by the end of the current year, Coinbase will have more full-time equivalent AI agents working than human employees.
Brian Armstrong predicts that soon, approximately 80% of AI workloads could be routed to open-source models that are 99% cheaper than frontier models.
By routing queries to cheaper models and using caching, Coinbase has flattened its AI cost curve while its token usage continues to grow exponentially.
Coinbase has received regulatory approval in the U.S. that will allow it to unify its U.S. and international liquidity pools and bring offshore derivatives trading activity back onshore.
Jesse from the Base team predicts that Base will become the world's largest blockchain within the next five years.
Jesse from the Base team claims that Base is currently the largest blockchain in the world by volume for spot trading of Bitcoin, Ethereum, and other major crypto assets.