Circle

ICYMI: Circle’s investor AMA with @jerallaire. The conversation covered CRCL, USDC, Arc, CPN, and the evolving agentic economy.

We’re moving from a world where you work for money, to a world where money works for you. Circle Agent Stack and USDC are at the heart of the agentic economy.

Starter kits for agent harnesses to start holding, managing money, and monetizing their own intelligence.

The regulatory equivalent of watch what they do, not what they say. Emerging markets may be the biggest beneficiaries of stablecoin enablement because they were the proving grounds for mobile money.

The jurisdictions best equipped for stablecoins are the ones that invented mobile money. That was the message from @ddisparte to emerging market leaders. The frameworks look familiar because they are, and this is the upgrade.

Powered by Circle Agent Stack: agents.circle.com

Trading agents need better context before placing a trade. Use @trydrip to discover relevant premium newsletter analysis, pay per article, and synthesize stock recommendations and market views. Writers get paid. Users get better research without subscriptions. Agents get the context they need.

Long sought, hard fought, and well-earned by the @circle team who made today's regulatory milestone possible. circle.com/pressroom/circ…

Today is a historic day for Circle, and I think symbolic of a much bigger evolution in the architecture of the emerging internet financial system. Circle has received final approval from the OCC to operate as a national trust bank. We have been granted a charter for First National Digital Currency Bank, NA. Over 10 years ago, as we were forging the concepts of Circle, we believed a new kind of national bank would ultimately be needed to issue full-reserve dollar digital currency. This was before USDC even existed. The vision was clear: a new base layer of money on the internet would be necessary, and for it to reach widespread use, it needed to operate under national banking supervision. Years later, after launching USDC and achieving strong product-market fit, I wrote that we sought a charter for a full-reserve digital currency bank. Then, through a half-decade of work with policymakers and regulators, we saw the GENIUS Act codify into federal banking law a framework for these safe, efficient, and technologically superior digital dollars. Launching and operating as Circle National Trust, we will offer custodial services for digital assets, including stablecoins and other tokenized assets, held to the highest standards afforded under Federal national trust bank supervision. As the GENIUS Act approaches full implementation in early 2027, we are now poised not only to be supervised by the OCC, as required by law, but to bring critical components of USDC's operation and reserves into this structure. This is all part of building a new fundamental money layer for the internet. A layer that can scale from an AI agent paying another AI agent in fractions of a second for fractions of a cent, to retail transactions, to investments, trading and lending, to the largest wholesale transactions between global systemically important institutions. All of this needs a form of money and regulated infrastructure that can support the entirety of this new internet-native economic system. A new architecture for money on the internet has arrived. It is now being hardened into an edifice the world can trust and build on. We are thrilled to be the first of a new cohort of firms establishing this kind of banking infrastructure. Jeremy

USDC infrastructure is entering a new chapter. Circle has received final OCC approval to establish Circle National Trust, a national trust bank that strengthens USDC infrastructure through federally regulated custody, with reserve management planned as a future capability.

@TopazDex Welcome to CAP!

Excited to share that we have joined the @Circle Alliance Program, a global community of teams focused on bringing the world on-chain, powered by USDC! To learn more about the Alliance Program, visit: circle.com/en/alliance-pr…

@BLS_World @trylimitless @lmtls_research @dfnsHQ 🙌🇯🇵

We're honored to have Circle (@circle), Limitless Research (@trylimitless / @lmtls_research), and DFNS (@dfnsHQ) and as Platinum Sponsors of BLS Tokyo 2026. Their support is what makes this gathering possible. A heartfelt thank you to each of them for believing in what we're building together. Blockchain Leaders Summit Tokyo 2026は、以下のプラチナスポンサー各社のご協力のもと運営されています。 - Circle (@circle) - Limitless Research (@trylimitless / @lmtls_research) - DFNS (@dfnsHQ) 日本およびグローバルのブロックチェーンエコシステムの発展を目指す本カンファレンスの趣旨にご賛同いただき、多大なるご支援をいただいている各社に心より御礼申し上げます。

Circle has received final OCC approval to establish First National Digital Currency Bank, N.A., a national trust bank operating as Circle National Trust. A major U.S. regulatory milestone that strengthens USDC infrastructure through federally regulated custody, with reserve management planned as a future capability. “Federal oversight of our trust bank sets a new standard for transparency, governance, and scale for Circle’s infrastructure and unlocks a new phase of adoption, where leading financial institutions can build on public blockchains with clarity and confidence.” - @jerallaire circle.com/pressroom/circ…

USDC Bridge is a direct way to move USDC across supported blockchains, built by Circle. No extra asset selection. No hidden routing logic. No liquidity pool dependency. A simpler way to move USDC across chains and into the apps, markets, and ecosystems where opportunity is growing. bridge.usdc.com/?utm_source=x&…

A single API or inference call can cost a fraction of a cent. @gordonliao explains why agentic payments need rails built for nanopayments, from data and inference calls to more complex commerce workflows. Circle Agent Stack helps developers build for that shift.

Circle Agent Stack starter kits are now open source. Developers can add wallets, USDC payments, and onchain actions to AI agents across popular frameworks: → @OpenAI Agents SDK → @claudeai Agent SDK → @LangChain Deep Agents → @mastra → @vercel AI SDK → @GoogleAI ADK Pick your framework. Clone an example. Start building. github.com/circlefin/agen…

“The only limit on smart contracts was who could write them, and generative AI just removed it.” At @VivaTech, @jerallaire discussed how AI can turn economic intent into executable code, expanding what developers and builders can create onchain.

From dollars to euros in a single SDK call. Swap USDC → EURC with App Kits and skip stitching together DEXs and routing logic.

I'm here in Cape Town with my @Circle fam shooting Culture of Currency, meeting some incredible entrepeneurs like Sindz Mavundla @KhaltshaCycles @Sikiskoffee and seeing how the future's getting built. #cultureofcurrency

@aave 🙌

Introducing Stable Vaults, an all-in-one solution for embedding fixed-rate stablecoin yield into any financial product.

Stablecoin trust starts with redemption. At the @BIS_org Annual General Meeting, @ddisparte explained why Circle treats issuing USDC as a privilege and redeeming it as a right. That principle now supports payments to more than 180 countries.