Brian Armstrong on Bitcoin, Anthropic Drops Fable 5 & Mythos 5, NewLimit's $435M Age-Reversal | 264
In a Nutshell
Brian Armstrong argues Bitcoin is the new digital gold that will power an agentic economy where thousands of specialized AIs transact via stablecoins on-chain, with Coinbase positioning itself as the financial layer for these autonomous agents. NewLimit's $435M raise advances partial epigenetic reprogramming to reverse cellular age without changing cell type, with human cell success already achieved and clinic candidates next year. Anthropic's Fable 5/Mythos 5 leapfrogs competitors on long-range reasoning benchmarks while Apple concedes by outsourcing Siri to Google's Gemini, highlighting the broader theme that AI compute demand is driving massive infrastructure bets from SpaceX satellites to sovereign wealth fund proposals for frontier labs.
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Citibank projects Bitcoin reaching as much as $189,000 by the end of 2026. Bitcoin is described as the new digital gold and expected to become a key part of the economy going forward.
NewLimit raised $435 million to advance age reversal research. The company aims to achieve half of what Shinya Yamanaka accomplished by changing cell age without altering cell type. NewLimit has demonstrated successful reprogramming of human cells, with first drug candidates planned for clinic entry next year.
Moonshots is presented as the number one show covering AI and exponential tech. Panelists include Salim Ismail (professor of EXO, speaking from Vegas), AWG (Alex, triple major genius, at family beach house on Long Island), Dave Lunden (AI investing wizard), and guest Brian Armstrong (CEO of Coinbase and co-founder of NewLimit, speaking from Coinbase office in San Francisco). Host is Peter Diamandis.
The episode covers Bitcoin and agents as the opening topic, longevity and epigenetic reprogramming at the close, and interim topics including Trump's interest in frontier lab equity, Opening Eyes IPO, Mythos 5, and Elon's announcement of AI1 ginormous satellites. The stated promise is no politics or doom, focusing only on science, tech, and investments.
Brian Armstrong notes Bitcoin recently bottomed around $60,000. He attributes recent price pressure to AI absorbing risk capital and excitement around stablecoins following the Genius Act and regulatory clearances. Bitcoin's inflation-hedge trade became less exciting in an environment where growth appeared likely to outpace inflation.
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