Brian Armstrong, CEO of Coinbase, has rejected the idea that investors should pivot from crypto to AI, arguing it is not a zero-sum game. He believes AI actually makes crypto more important, as AI agents will need their own financial infrastructure and will eventually transact far more per day than all humans combined. Coinbase is already building this infrastructure with the x402 protocol, Base, and USDC. According to the OECD, AI companies attracted 61% of global venture capital investment in 2025, totaling nearly $259 billion, while crypto venture deal counts have fallen to their lowest level in roughly five years.
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