Host John Gillen speaks with Coinbase AI product lead Lincoln Murr about the company’s push into agentic finance. They examine Coinbase Advisor, which translates a user’s goals into portfolio guidance, and Coinbase for Agents, which lets advanced users connect AI tools to trading and automated portfolio tasks.
Murr also explains how x402 is designed to let agents discover and pay for online services using crypto wallets, including through small machine-to-machine transactions. The discussion covers why Coinbase sees USDC, Base, wallets, and its exchange infrastructure as a vertically integrated foundation for agentic commerce—and why making x402 an open internet payment standard remains a moonshot.
They also assess Coinbase’s competitive position against Robinhood, the shift from mobile-first interfaces to agent-led services, and whether growing agent activity will create meaningful demand for blockspace and digital assets. The takeaway is measured: agents could make crypto infrastructure more useful and less visible to consumers, but the economic value may not accrue evenly across chains or tokens.
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