Jeremy Allaire @jerallaire
Co-founder & CEO of Circle @circle Open internet platforms, crypto, stablecoins, human and civil rights. $USDC, Arc, CPN circle.com Internet Joined May 2014-
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Know Your Agent coming online. x401 agent identity proofs alongside x402 agent payments is a strong step towards safer and more trustworthy agentic economic activity.
Circle 🤝 @proof With Proof, we’re exploring how agents can prove who they act for and pay in USDC in one exchange. Verified identity through x401. USDC payments through x402 and Circle Agent Wallets. See the joint demo at @money2020, booth 5069. globenewswire.com/news-release/2…
Another milestone completed on Tolly Labs' agentic roadmap! Our agent and x402 service discovery layer is now built. One of the biggest challenges facing the x402 ecosystem is discoverability. Thousands of services and AI agents exist across different platforms and directories, but finding and comparing them remains fragmented. We've now aggregated publicly listed AI agents and x402 services from across the ecosystem into one searchable directory. Users and AI agents can explore available services, identify providers, compare offerings, and discover capabilities without searching through multiple independent platforms. For service providers, this creates a new channel for visibility and discovery without requiring them to migrate their infrastructure to Tolly. This lays the foundation for what comes next as we continue developing service aggregation, performance analytics, autonomous purchasing, and workflow coordination. Bringing greater accessibility and transparency to the agent economy as we continue building on @arc.
Impressive
A sneak peek at the Tolly Agent Exchange, being built on @arc. As the agent economy grows, discovering services is only part of the challenge. Users and other agents will need ways to compare offerings, identify reliable providers, and understand what's actually happening across
Agents shouldn’t need a human with a credit card to access the tools they use. Jamie built Ando and MPP-I so agents can pay for intelligence directly with USDC on Arc. Preview the conversation now. Full episode drops Oct. 19 at 12 PM ET.
JUST IN: Visa officially launches stablecoin payments through Visa Direct, enabling near-instant global payouts using $USDC across 180+ countries.
Building the USDC Economy - laying out the fundamentals of how USDC economics work and what it takes to operate the world's largest digital dollar ecosystem. circle.com/blog/the-econo…
Circle paid roughly $819M to USDC distribution partners and transaction costs in the first half of 2026. More than 150 partners participate in USDC’s economics, sharing in the growth they help drive. Here’s how the model works: circle.com/blog/the-econo…
Discussing cross-border payments and the opportunities and challenges of Stablecoins with the Chief Strategy Officer of @circle, Dante Disparte @ddisparte.
We've been making swift progress expanding our payments network products, and are seeing tremendous growth is usage. If you're not familiar with CPN, more here: circle.com/cpn
EURC supply is up 8.8% in the past month to €441M, the largest onchain euro by far 💶 A few key stats: • 10x+ growth since our MiCA launch two years ago • ~60% share of the euro stablecoin market, and the only euro stablecoin in the top 25 stablecoins • >300k holders (per CoinMarketCap) • The most widely listed euro stablecoin across CeFi (Coinbase, Kraken, Bitvavo, Bitpanda, Bitstamp, Bullish, Bybit, OKX, Upbit, Robinhood, Nubank and more) & DeFi (Uniswap, Morpho, Aave, Kamino, Aerodrome, Fluid and more) • Growing payments/FX integrations: CPN, VisaNet, StableFX, Thunes and more • MiCA-compliant: issued, reserved and supervised in France If you are already building with EURC, tell us so that we can help amplify it. And If you haven’t tried it yet, now’s a good time. Join us in building the leading euro network onchain.
Circle Gateway has surpassed $10B in total transfer volume. Gateway gives developers and businesses a unified way to access USDC balances across supported chains.
Aave V4 is live on Arc. Kolten of Aave breaks down the Core Hub, plus Main and Forex markets built for borrowing, lending, and liquidity on Arc.
Launch your idea.
I have known and admired Ajay Banga for a long time, and we both share a passion for advancing economic opportunities for everyone in the world. It’s a privilege to build alongside you Ajay!
The @WorldBankGroup and @circle are working on a major initiative that will combine our capabilities alongside major global banks to advance how World Bank funds move to countries around the world. Stay tuned!
Agents need one place to fund, monitor, and reconcile payments. @selat_ai uses Circle Gateway on Arc to help agents pay x402 and MPP merchants from one funded USDC balance across services, protocols, and chains. Arc serves as a home treasury for agentic economic activity. arc.io/blog/how-selat…
Great to see Peach making it easier for users to bring USDC into Arc and access liquidity across the ecosystem.
Arc Studio is making the build process a lot lighter for builders on @arc, from smart contracts and frontend to testing, docs, and deployment. Lower friction for builders means more ideas can make it on-chain, faster, helping create a richer and more active financial ecosystem
USDC traded $40.2B on DEXs across Q3 weekends, $1.37B on the median weekend day. While most bank transfer systems pause on weekends, USDC is always on.
I think crypto founders’ lack of long-term ambition did more to erode this industry’s talent density than we admit. Crypto is fundamentally trust infrastructure. Building something that meaningfully improves the financial system is a (long) compounding game. It takes a decade of focus. But when prices go crazy every year, there are endless ways to make stupid money: speculation, advisory gigs, scattered investments, farming. It’s been very easy to get distracted. The good news: it’s gotten SO MUCH better. Many short-sighted founders and projects have moved on. Tangible impact attracts the best people. And we’re finally seeing concrete improvements in payments, financing, and trading from bringing them onchain. As an industry, we should do more to make those improvements visible. Our “ChatGPT moment” will come when people open their financial app and feel a step change in what they can do and at what price, without needing to know that stablecoins, DeFi, or tokenized stocks made it possible. I think we’re close. That’s what will drive the next wave of adoption, and make the most ambitious people want to build here.
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