The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
Archive
About

Coinbase - $COIN

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
 • The Scuttlebutt
Zerodha's Weekly Tidbits: India's electronics deficit with China hit $43.1B in FY26
12 takeaways: why $30 LNG is closing Bangladeshi factories, what the RBI did with 2.23 lakh crore rupees, and who actually owns India's public EV…
 • The Scuttlebutt
Samantha McLemore: Adobe has a 12% free cash flow yield on 2027 numbers
5 calls: Why she says a 10-year at 5% is not yet an investor problem, what carried her fund this year, and the Brad Jacobs company she now calls a…
 • The Scuttlebutt
Jason Calacanis: the labs already ship the safeguards the doomers say don't exist
10 arguments: why he reads the extinction warnings as a planned rollout, the clause he would put in every AI-lab contract, and where he thinks the next…
 • The Scuttlebutt
Brian Armstrong: 88% of Coinbase's revenue is no longer Bitcoin trading
11 takeaways: Why he says AI agents need their own bank accounts, what a company "brain" does to code review, and the $20B liver drug behind his second…
 • The Scuttlebutt
Catherine Austin Fitts: a plan to pull 4B new investors into the dollar system
16 takeaways: Why she says a $136T tokenization wave is coming, how stablecoins could evade US sanctions, and the guardrail bill she wrote in response
 • The Scuttlebutt
Aaron Cannon: Outset's digital twins let anyone in a company interview a customer who is not there | TBPN
The Outset chief executive on tripled revenue, why hard-to-reach audiences are the wedge, what a grounding interview buys, and the agents he wants doing…
 • The Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture