Brian Armstrong Says the AI Megatrend Makes Crypto More Important
Coinbase CEO Brian Armstrong said the artificial intelligence (AI) megatrend makes crypto more important, not less.
He argued that AI agents will become the largest transacting users of crypto rails.
How Could AI Make Crypto More Important?
In a post on X, Armstrong rejected the advice that people in crypto should pivot to AI. Armstrong called that framing zero-sum scarcity thinking.
The post arrives during a punishing year for digital assets. Bitcoin (BTC) has fallen more than 25% in 2026. US spot exchange-traded funds (ETFs) recorded $4.5 billion of outflows in June. The drawdown has also weighed on crypto-linked stocks and platform activity.
AI-linked equities have moved in the opposite direction. The S&P 500 has gained roughly 9% this year, and AI names account for almost all of that advance.
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However, Armstrong disputed the competition concerns. He compared crypto to electricity and the internet. Both work as a base infrastructure that later technologies run on top of, he argued.
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