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▶ 13:52 · $CRCL · Coinbase reignites USDC with Circle: stablecoins as crypto's 'next killer app'
episode briefing
Sourcery VC

Brian Armstrong: We're Bringing Every Asset Class On Chain

2026-06-19 · 5 company · 0 thematic
sentiment
5 bull0 bear0 neu
speakers
brian armstrong

Co-founder and CEO of Coinbase, the largest US crypto exchange, and a leading voice on crypto policy and adoption.

molly

Molly hosts the Sorcery podcast, interviewing founders and operators at Bending Spoons in Milan.

quote
“USDC was formed by Coinbase and Circle. It was actually a joint venture back in the day. I served on its board and then we did a new commercial partnership to replace that JV instead. And it's just been so cool to see how that product has…”
—molly

episode shorts · 5

Why Coinbase execs actually prefer crypto winter

Brian Armstrong on why people are still underestimating the age…

Brian Armstrong on building the everything exchange

Brian Armstrong on cutting AI costs 99% without slowing down

Brian Armstrong on why Coinbase does its best work in down mark…

now playing · $CRCL
$COIN···bullish· high· posbrian armstrong
Armstrong repositions Coinbase as the 'everything exchange': tokenized stocks, perps, prediction markets and agentic economy
Coinbase broadens from crypto exchange to full financial infrastructure: tokenized stocks as true securities (not derivatives), unifying global liquidity after US approval brings…
$BTC···bullish· high· posbrian armstrong
Armstrong: Base is now the largest chain for spot Bitcoin, Ethereum and major crypto trading
Bitcoin remains a core asset of the 'real crypto' (Bitcoin, Ethereum, Solana) that Coinbase defends. Jesse Pollak adds that Base is now the world's largest chain for spot trading…
$ETH···bullish· high· posbrian armstrong
Armstrong and Pollak: Ethereum core to the Coinbase stack with Base (L2) capturing trading and tokenization
Ethereum is part of the core trio (BTC, ETH, SOL) Armstrong considers real crypto. Base, Coinbase's L2 on Ethereum, captures more and more activity: tokenized stocks, payments, ag…
$SOL···bullish· mediumbrian armstrong
Armstrong includes Solana in the core trio of 'real crypto' alongside BTC and ETH
Solana is explicitly cited as part of the real crypto core, versus the noise of the rest of the market. Coinbase acknowledges its structural relevance in the major ecosystem, vali…
$CRCL···bullish· high· posmolly
Coinbase reignites USDC with Circle: stablecoins as crypto's 'next killer app'
Circle (USDC issuer, originally a JV with Coinbase) has been a huge success and the commercial partnership has been renewed after dissolving the JV. USDC underpins the agentic inf…