All-In with Chamath, Jason, Sacks & Friedberg Coinbase CEO Brian Armstrong Breaks Down the Three Biggest Trends in Crypto + More from Davos!
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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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Regulation Drives Crypto Competitiveness
- Clear, consistent regulation is key to letting U.S. crypto companies scale and compete globally.
- Brian Armstrong says the Trump administration's push for clear rules is helping repatriate crypto activity to the U.S.
Design Stablecoin Rewards To Comply
- Structure stablecoin rewards to comply with law by tying them to activity, not just balances.
- Pass through economics to customers while ensuring rewards require payments, trading, or subscriptions per the Genius Act.
Boardroom Run On SVB
- Jason recounts pulling funds from Silicon Valley Bank during its run to secure payroll.
- The episode illustrates how fragile traditional banking allocations can trigger sudden liquidity crises.