Jeremy Allaire - jerallaire.arc
8.4K posts
Jeremy Allaire - jerallaire.arc
@jerallaire
Co-founder & CEO of Circle @circle Open internet platforms, crypto, stablecoins, human and civil rights. $USDC, Arc, CPN
Internet Katılım Mayıs 2014
1.6K Takip Edilen183.9K Takipçiler
Jeremy Allaire - jerallaire.arc retweetledi
2018-2020 bear market we launched USDC
2022-2023 bear market we incubated Arc and Payments business
This bear market we are scaling Arc into a full stack platform
Remember bears ultimately get that yummy salmon in the end
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Jeremy Allaire - jerallaire.arc retweetledi
Jeremy Allaire - jerallaire.arc retweetledi
🇰🇷 LATEST: Circle and South Korea's Kakao Group sign an MOU to explore blockchain payment infrastructure and USDC integration in Korea.
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This is a major structural shift, and possibly the turning point in the evolution of crypto markets away from speculating on endogenous digital commodities and into crypto market infrastructure underpinning deeper global markets. Thrilled to have Circle and USDC play such a central role here too.
Lorenzo Valente@LorenzoARK
We are entering a new era for DeFi. For the first time ever, @HyperliquidX generated more volume from RWAs than crypto in a single week. RWAs accounted for 54% of total trading volume. An even more interesting trend: since June, single stocks have overtaken indices and commodities on HIP-3. Today, 61% of all RWA trading volume is in individual equities. I’m no longer convinced RWA trading will naturally aggregate on the same venue as crypto. There will likely be category leaders within RWA, and owning BTC/ETH/SOL flow may become far less important than many people assume. To put this into perspective: Total DEX perpetual volume last week: $79B Hyperliquid: $50B Of that, $26B was HIP-3 RWA trading In other words, Hyperliquid’s RWA market alone was larger than the combined crypto perpetual volume of every other DEX. If you’re still only focused on crypto token trading, I think you’re focusing on the wrong market. data from @Blockworks
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Jeremy Allaire - jerallaire.arc retweetledi
Robot money is the only money.
Robot money is @USDC
Lex Sokolin | Generative Ventures@LexSokolin
Robot money Is the only money
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Jeremy Allaire - jerallaire.arc retweetledi
$0.04. That's what it cost our agent to make a trading call.
In this video, watch Alchemy Agent Wallets use Nanopayments powered by @Circle Gateway to let Codex pay for live BTC data, pull 5 signals and act, no human in the loop.
Agents autonomously paying for the market signals they need, in real time, is a huge win.
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Circle ❤️ Toss Bank
Circle@circle
Circle 🤝 @toss__official Circle is collaborating with Toss and Toss Bank to explore blockchain-based payment infrastructure and stablecoin technology in Korea. Together, we’ll assess stablecoin-based payment opportunities across one of Korea’s most widely used fintech platforms.
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Jeremy Allaire - jerallaire.arc retweetledi
Circle 🤝 @toss__official
Circle is collaborating with Toss and Toss Bank to explore blockchain-based payment infrastructure and stablecoin technology in Korea.
Together, we’ll assess stablecoin-based payment opportunities across one of Korea’s most widely used fintech platforms.
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Jeremy Allaire - jerallaire.arc retweetledi
Circle 🤝 Kakao Group
Circle and Kakao Group have signed an MOU to explore blockchain-based payment infrastructure and digital asset technologies in Korea.
Together, we’ll assess opportunities for USDC and Circle’s global payment rails across payments, settlement, and digital asset connectivity.
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Jeremy Allaire - jerallaire.arc retweetledi
The GENIUS Act showed what's possible when Congress leads with bipartisan purpose. The CLARITY Act is the logical next step for market certainty, consumer protection, and American innovation. We encourage the Senate to keep working towards a durable compromise so that CLARITY becomes law.
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Jeremy Allaire - jerallaire.arc retweetledi
Arc 🤝 @wirexapp
Wirex BaaS is expanding to Arc, bringing stablecoin banking and payment infrastructure natively onchain.
Wirex One is also expected to launch on Wirex’s infrastructure on Arc.
This brings:
→ USDC and EURC card settlement on Arc
→ Wirex BaaS infrastructure backed by principal memberships with leading card networks
→ Recurring payments activity moving onto Arc
→ A stablecoin neobank experience built on Arc-native infrastructure
Arc is built for real payments volume, not just idle liquidity.
More to come.
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"The economy needs money its agents can hold and move at machine speed (in enormous volume and in tiny increments) without stopping on every transaction to ask whether the money itself is any good. That requirement points to a specific, old-fashioned-sounding answer: full-reserve money, settled with finality, on an open network. Here is why each word matters. At machine speed, money that carries risk is dangerous, because a panic that once took weeks can now happen in seconds. So the base money has to be fully backed and worth exactly one dollar to everyone, everywhere, with no need to check. The objection writes itself: banking creates credit by lending the same dollar many times over, so wouldn't full-reserve money starve the economy of credit? No. Credit doesn't vanish; it gets rebuilt on top, and made more powerful. Velocity replaces leverage. When money turns over fast enough, the same dollar can do the work that lending it many times over used to do, without manufacturing hidden risk."
The Essential Read — from The Agentic Economy agenticeconomytreatise.com/treatise/essen…
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Jeremy Allaire - jerallaire.arc retweetledi
Circle is clearly becoming one of the most misunderstood companies in crypto.
Most people still value it as “the USDC issuer.” That is increasingly the wrong mental model. Circle is very far from the company it was 2-3 years ago.
Circle is building a four-layer financial operating system.
1. Arc Core (OS)
The base infrastructure: sub-second settlement, USDC-denominated gas, an FX engine, privacy, and AI-native infrastructure.
2. Assets & Protocols
USDC, EURC, USYC, cirBTC, wETH, and partner-issued stablecoins. These are the assets that power the network.
3. Protocol Services & App Kits
The infrastructure and plug-and-play SDKs developers use to build: mint/redeem, wallets, payments, cross-chain transfers, trading, lending, remittances, credit, onboarding, and agentic financial applications.
4. Applications
Circle’s own products: Mint, CPN, Arc Portal, StableFX, alongside third-party DeFi protocols and a broader builder ecosystem.
The important point is not simply that Circle is launching more products.
It is that each layer increases the value of every other layer.
More assets create more protocol usage.
Better infrastructure attracts more developers.
More applications generate more demand for USDC and Arc.
That is the flywheel.
Circle is not just trying to monetize stablecoin reserves. It is positioning itself to own and monetize multiple layers of the financial internet.
That is a very different company from the one most investors think they are valuing.
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Jeremy Allaire - jerallaire.arc retweetledi
Circle Skills are now available in Remix.
Developers can now use them to:
→ Work with USDC, swaps, and bridging
→ Set up, fund, and manage agent wallets
→ Choose the right wallet architecture
→ Manage unified crosschain balances with Gateway
→ Build on Arc Testnet and power onchain workflows through the Circle CLI
Helping developers move from writing smart contracts in Remix to building fuller onchain app flows with Circle.
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Jeremy Allaire - jerallaire.arc retweetledi
Circle has received final OCC approval to establish Circle National Trust, a federally chartered national trust bank.
On @NYSE, @ddisparte discusses what this milestone means for USDC infrastructure, institutional custody, and regulated stablecoins in the U.S.
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Jeremy Allaire - jerallaire.arc retweetledi
"As a national trust bank, we can custody digital assets – stablecoins, other tokenized assets – and it gives us the infrastructure to manage base:0x833589fcd6edb6e08f4c7c32d4f71b54bda02913 directly."
@circle Co-Founder & CEO @jerallaire on what's next following a key approval from the @USOCC:
cnbc.com/video/2026/07/…
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