We're at an inflection point.
The internet is evolving from moving information to moving value.
Blockchain, stablecoins, and AI aren't separate trends — they're converging into something much bigger: a reimagined global economic system, built natively on the internet.
We are entering a world where, in my view, tens or even hundreds of billions of AI agents will interact and perform economic functions over the internet.
They'll need programmable digital dollars and open infrastructure to do it. That's exactly what we've been building at Circle.
Circle’s Q4 showed this isn't just a vision anymore — it's happening. USDC expansion continued, our share of stablecoin transaction volume approached 50%, and our broader platform expanded well beyond issuance into the infrastructure layer of onchain finance. Arc. CCTP. Circle Payments Network. StableFX. Each one a building block for what comes next.
The opportunity ahead has never been greater. And we're just getting started.
Full results at https://t.co/kG1VoCbj8F
I've always felt I'm a better bear market investor than a bull market investor.
Bull markets are hard. What is there to say? "Everything is going up and it will keep going up forever!"
The way to win in a bull market is to sell when everyone around you is screaming to never sell anything.
Bear markets, in a sense, are simpler. The noise dies down. The tourists leave. You win in a bear market by not letting the dreary mood deter you, by being patient, and by never becoming a forced seller.
Simply put, you win in a bear market by believing in the future when nobody else does.
Just heard the @avax team talk about this @consensus_hk - impressive real world utility at scale! | California DMV Makes History, Digitizes 42 Million Car Titles on Avalanche Blockchain | https://t.co/fPDou8DLZE https://t.co/HB0IztR3es
On another day of plunging stock prices on Wall Street, data storage company Dropbox bucked the trend on its first day of trading as a public company: its stock rose 35%! via @finimize https://t.co/1zqni9168q
All day I dream about sport => “adidas”? Adidas and Puma founded by German brothers in the wake of WWII, still thriving today. #puma#adidas https://t.co/ugiHgV6of9
Moving from M&A to venturing has not only inspired me but has opened my eyes to a lot of things.. I wrote about one of them. “M&A Transaction Services — re-positioning today’s business to create the future” https://t.co/xqxlG5U5qY