Jeremy Allaire

Circle

2026-08-25 23:56:01

Jeremy Allaire maps out USDC, Arc and AI payments in Circle’s next five years

Circle co-founder, chairman and CEO Jeremy Allaire used a nearly 47-minute Q2 2026 earnings AMA to lay out how he sees the company’s next phase taking shape. Across 11 questions, he described USDC as a core piece of global payments, cross-border settlement, capital markets infrastructure and the emerging agentic economy, while also arguing that stablecoins are still at an early stage despite growing adoption across digital asset markets and emerging economies. Allaire said Circle’s reserve income should remain a major engine, but he also pointed to transaction and infrastructure revenue from products such as CPN and Arc. He framed Arc as a stablecoin-native chain and a broader “economic operating system,” with Circle’s public mainnet launch set for Sept. 16. He also highlighted EURC’s circulation exceeding €400 million, more than 175 financial institutions joining CPN, and Circle’s view that USDC adoption can keep rising even if the CLARITY Act does not pass in September, given the separate momentum of stablecoin legislation and global demand outside the U.S.

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Circle

2026-08-25 09:11:11

Circle CEO says more than 99% of AI agent payments use USDC

Circle CEO Jeremy Allaire said during an earnings livestream AMA on Aug. 19 that more than 99% of AI agent payments processed through agent payment protocols were completed in USDC. He also said agent payment protocols represent one of the biggest opportunities for USDC in global payments. The update was carried by Techub News and cited @WuBlockchain. The remark links Circle’s stablecoin directly to an emerging payment use case tied to AI agents, though no additional payment volume or transaction figures were disclosed in the source. The statement was presented as part of Allaire’s comments during the company’s earnings-related livestream session.

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Circle

2026-08-20 09:02:00

Circle’s Jeremy Allaire maps out USDC, Arc and regulation in a 11-question Q2 investor AMA

Circle co-founder, chairman and CEO Jeremy Allaire used a nearly 47-minute Q2 2026 investor AMA on Aug. 19 to answer 11 questions spanning USDC adoption, Arc’s roadmap, CPN expansion, EURC growth, AI agent payments and U.S. crypto legislation. His central message was that stablecoins and onchain finance are still early, even as they start moving well beyond crypto-native trading into cross-border settlement, treasury management, capital markets and machine-to-machine payments. Allaire said Circle’s strongest execution edge comes from long-built cross-functional coordination, disciplined hiring and growing internal use of AI across the company. He described reserve income as a durable core economic engine for Circle, while arguing that transaction and infrastructure revenue should expand as USDC distribution scales and new products such as CPN and Arc mature. He framed Arc as an "economic operating system" and said its public mainnet is scheduled to launch on Sept. 16. On product traction, Allaire said more than 175 financial institutions have joined CPN, EURC circulation has surpassed €400 million, and over 99% of agent payments on protocols such as x402 are using USDC. He also said GENIUS Act coming into force in January should support stablecoin growth in the U.S., but argued USDC adoption would keep rising even if the CLARITY Act does not pass in September because demand is global and much of current stablecoin usage already sits outside the United States.

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Hyperliquid

2026-07-25 23:53:06

Hyperliquid’s weekly RWA volume hits $25.1 billion, topping half of platform total for the first time

Real-world asset trading made up the majority of Hyperliquid’s weekly volume for the first time, according to data cited by Odaily. Blockworks data shows that between July 13 and July 19, RWA volume on Hyperliquid reached $25.1 billion, accounting for 52% of the platform’s total weekly trading volume of $48.2 billion. The report said this was the first time weekly RWA trading on Hyperliquid exceeded the combined volume of all other asset classes on the platform. Separate figures from RWA.xyz pointed to broader growth in the sector over the past month. The number of RWA holders rose 32% to 1.25 million, while the total value of tokenized RWAs increased 3.5% to $36.7 billion. Circle co-founder and CEO Jeremy Allaire said the trend reflects a “major structural shift” taking place in the crypto market. The item was attributed to Cointelegraph.

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stablecoins

2026-07-24 03:55:16

Circle CEO Says Stablecoins Could Grow 40% Annually as Banks Move Into Production Use

Circle CEO Jeremy Allaire said stablecoin adoption is accelerating as banks shift from pilots to production. He sees payments and settlement, not speculation, as the main driver behind a roughly 40% long-term annual growth path.

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Circle

2026-07-22 14:30:13

Circle CEO Sees Yuan Stablecoin as Major Opportunity as China Rethinks Stance

Circle CEO Jeremy Allaire sees huge potential for a yuan-backed stablecoin amid signs China is reassessing its ban. The global stablecoin market has reached $315B, but China's capital controls remain a key barrier.

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RMB stablecoi

2026-07-22 04:26:13

Circle CEO Says RMB Stablecoin Has Huge Potential, Sees China Launch in 3 to 5 Years

Circle CEO Jeremy Allaire said an RMB stablecoin represents a major opportunity and predicted China could introduce one within three to five years as digital payments and global settlement evolve.

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Circle

2026-07-15 02:03:55

Jeremy Allaire’s ‘Agentic Economy’ paper argues AI agents and onchain systems are converging

Circle founder Jeremy Allaire published a 89-page paper on July 13 titled The Agentic Economy, laying out a framework in which AI agents, blockchain-based money, programmable contracts and digital identity merge into a single economic system. In the paper, Allaire argues that agentic systems and the onchain economy should not be viewed as separate trends. Instead, they represent two sides of the same emerging structure: one drives the cost of thinking and work lower, while the other drives the cost of transactions, coordination and settlement lower. The paper moves through nine major themes. It describes how firms may be broken into machine-executable skills and then rebuilt through orchestration layers; why trust, identity and accountability push this architecture onto public blockchains; why the monetary base for machine-speed commerce should be fully reserved and final-settlement in nature; how credit could shift toward machine underwriting and agent working capital; and why this stack is inherently global because money, contracts and labor all become internet-native software. Allaire also examines supply-side pricing changes from software subscriptions to outcome-based billing, the rise of onchain companies, the risk that labor’s share of income falls even if employment persists, and the political question of who owns the capital in an agent-driven economy. Odaily translated and summarized the paper’s core arguments.

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