Jeremy Allaire - jerallaire.arc

Co-founder & CEO of Circle @circle Open internet platforms, crypto, stablecoins, human and civil rights. $USDC, Arc, CPN

[Arc @arc]

On old financial rails, money often doesn’t move because one part of the system can’t talk to another.

The invoice.
The approval.
The bank.
The clock.

Arc is built for connected financial workflows that move in real time.

[Circle @circle]

The mainstream phase of crypto is here.

@jerallaire on the tipping point and what it means for global financial infrastructure.

[Token Terminal 📊 @tokenterminal]

Circle’s USDC was the most-traded stablecoin on DEXs over the past 30 days, accounting for 39.3% of the $77.1B in total volume, or roughly $30.3B

[Token Terminal ��� @tokenterminal]

Circle’s USDC added $1.5B in market cap over the past seven days, more than the other nine fastest-growing stablecoins combined at $955.7M

Ripple’s RLUSD ranked second with $357.4M in growth, followed by Tether’s USDT at $176.9M

[Arc @arc]

Deep liquidity, low cost, tight spreads.

@AerodromeFi is building stablecoin FX on Arc.

Coming soon.

[Token Terminal 📊 @tokenterminal]

Circle’s USDC accounts for virtually all agent-initiated stablecoin transfers through x402.

Across Base, Polygon, Solana and Algorand, USDC recorded 17.8M transfers over the past 30 days.

[Dante Disparte @ddisparte]

Agree with @jerallaire. Once legal and regulatory clarity set in for stablecoins, achieved with the GENIUS Act, MiCA, and other frameworks around the world. The next breakthrough would come from accounting standards and balance sheet treatment of stablecoins as cash equivalents.

[Circle @circle]

The global moment for digital dollars like USDC is here.

[Jeremy Allaire - jerallaire.arc @jerallaire]

Circle Agent Wallet is smooth

If you haven’t played with x402, USDC and AI Agents and you use Claude/Cursor/Codex, point them at https://t.co/hTGfvyqaWc and explore.

[Sam Liu @samliuhappy]

After Coinbase, I tried Circle with Puffo and recorded the whole experience. The flow is pretty smooth overall. You can tell they’ve actually thought about how agents would use it.
https://t.co/t86RKrCKeu

@jerallaire @chandhok

[USDC @USDC]

Crosschain USDC transfers should be clear before you confirm.

USDC Bridge now offers lower fees on every transfer, with the rate shown upfront from the start.

Built by Circle for direct USDC movement across supported chains.

Start bridging: https://t.co/7V0qrKQJyK

[Kash Razzaghi @KashRazzaghi]

Not "stablecoins". Just USDC.

[Jeremy Allaire - jerallaire.arc @jerallaire]

New proposed accounting rules are an enormous strategic unlock for the adoption of digital dollars such as USDC

Combined with the GENIUS Act, FASB rules will make USDC widely usable by corporations and financial institutions everywhere.

This is a nine out of 10 in terms of strategic importance.

https://t.co/2ON5GsYVxf

[USDC @USDC]

USDC is available across 36 blockchains and counting.

For builders, that means the digital dollar is already where apps, wallets, exchanges, and users are.

Build on what’s already moving.

[Circle @circle]

99.3% of agentic payments run on USDC.

900+ paid services in our agent marketplace.

This is the agentic economy.

[Jeremy Allaire - jerallaire.arc @jerallaire]

LOVE IT

[Teddy Riker @teddy_riker]

35M+ transactions have settled over x402. Until now, none of them touched a corporate ledger.

As of today, Agents can now make payments via x402 on Ramp with attribution and audit trails built in.

This lets Ramp customers:
1. Provision & fund agent wallets
2. Empower agents to buy via x402 on Solana
3. Use the ledgering and spend controls that finance teams expect out of the box

Are you a builder who wants to be in our alpha? Reach out via DM or the link below 👇

[Circle @circle]

Treasury management doesn’t stop at banking hours.

Circle and Kyriba discuss what changes when USDC is natively integrated into an enterprise treasury platform, from always-on settlement and real-time liquidity visibility to AI-driven treasury workflows.

https://t.co/gzfBwSuCMt

[Circle @circle]

Arc Mainnet launches September 16.

Where Arc stands today:
→ More than half a billion testnet transactions
→ Nearly 3 million wallets
→ 100+ partners active on private mainnet
→ Initial validator cohort expected to help operate the network alongside Circle

Arc is being built as financial infrastructure for the world’s financial markets.

[Jeremy Allaire - jerallaire.arc @jerallaire]

$USDC Bull

[lufei @lufeieth]

没想到我的这个问题被安排在最开始回答😄

[Circle @circle]

Local currency, global dollar.

Circle Mint now supports direct local currency on/offramps in 8 currencies, helping eligible businesses move more directly between local banking rails and USDC.

Alongside USD and EUR, supported currencies now include BRL, GBP, HKD, MXN, CNH, and SGD.

FX happens inside Mint, with no separate conversion step or additional account prefunding required.

https://t.co/D5SBPqrXyg