All-In with Chamath, Jason, Sacks & Friedberg The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
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Jan 25, 2026 
Chase Lochmiller, CEO of Crusoe, builds energy-first AI data centers in West Texas. Adam Goldstein, CEO of Archer Aviation, leads eVTOL certification and city trials. George Kurtz, CEO of CrowdStrike, tackles AI-driven cyber threats and nation-state tactics. Jeremy Allaire, CEO of Circle, focuses on USDC, stablecoin regulation, and internet-native money. They discuss AI compute infrastructure, air taxis, cyber defense, and digital-dollar plumbing.
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Internet-Native Money
- Stablecoins create a native, programmable form of money for the internet that enables peer-to-peer transactions at internet speed.
- Jeremy Allaire argues this infrastructure will drive a renaissance in how money is used globally and enable programmable financial services.
Regulation First Approach
- Work with regulators and build compliant infrastructure if you want mainstream adoption and institutional trust in crypto products.
- Allaire recommends hiring compliance leaders early and engaging policymakers to create legally viable pathways.
Interest Rates Shape Stablecoin Demand
- Stablecoin growth correlates inversely with interest rates because holding money has an opportunity cost tied to yields.
- Allaire notes USDC circulation surged as market expectations for rates declined, boosting adoption and velocity.