Jeremy Allaire - jerallaire.arc

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

[Circle @circle]

An agent finds every fintech CTO in NYC, enriches each contact, and ranks the list by fit.

Total: about $0.15, paid in USDC.

No seat license. No CRM login.

[ClawBank Official @ClawBankHQ]

https://t.co/4opVg5TkwC

[Circle @circle]

Circle is supporting builders in Berlin at the @AIAgentsSummit Hackathon.

The challenge: build the Best Agent Wallet Application with Circle Agent Stack and Wallet.

We’re looking for agents that can hold a wallet, manage a budget, discover paid services, pay in USDC, and return receipts or transaction logs as part of the work they perform.

Projects can explore:
→ Research agents
→ Paid RAG systems
→ Agent-to-agent marketplaces
→ Autonomous media workflows
→ Market intelligence agents
→ Expense managers

In Berlin? Join the hackathon: https://t.co/ciZLSfHGWN

[Patrick Hansen @paddi_hansen]

𝐄𝐮𝐫𝐨 𝐬𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧𝐬 ≠ 𝐭𝐡𝐞 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐞𝐮𝐫𝐨 🇪🇺

Euro e-money tokens and the planned ECB retail central bank digital currency (CBDC) are fundamentally different instruments - built on different rails, with different legal classifications, serving different use cases through different distribution channels.

Treating one as a substitute for the other is a costly policy mistake we should not make. For those who want to dig deeper, I wrote a longer piece on how euro stablecoins contrast with both the planned retail and wholesale euro CBDC in @TheBigWhale_ link in comments. Feedback welcome!

[Patrick Hansen @paddi_hansen]

Link to the full article: https://t.co/BNDDNAcCEq

[Jeremy Allaire - jerallaire.arc @jerallaire]

Amazon introduces USDC payments for content owners to ensure that AI bots pay for the data they consume.

[Amazon Web Services @awscloud]

Artificial Intelligence (AI) bot traffic is growing 300% year over year. Publishers and content owners are forced to either block all bots or allow unrestricted access.

[Circle @circle]

An agent researches a prospect, prepares the call context, pays for a voice call, and drafts the follow-up.

One workflow. Multiple services. Paid for directly in USDC.

The whole thing costs about $1.08.

This is what the agentic economy starts to look like when agents can access and pay for the tools they need.

[Jeremy Allaire - jerallaire.arc @jerallaire]

Crucial features for mapping the real world of payments and finance into onchain apps — memos and batched transactions — live on Arc Testnet.

Also powerful alongside agentic payments and contracts.

[Arc @arc]

Onchain payments can settle instantly and still fall short if they are missing context.

Arc transaction memos add structured context to contract calls so payments, payouts, and financial activity are easier to reconcile, attribute, and connect to internal systems.

→ Invoice IDs
→ Payout references
→ Customer or ledger keys
→ Memo events for indexing and analytics

Fast settlement is only part of the job. Arc is built to make onchain finance usable.

https://t.co/YAQLN8mHw1

[Peter Schroeder @peterschroederr]

USDC is already the beating heart and soul of crypto.

Soon it will be for the entire internet.

[Arc @arc]

Arc 🤝 AI

[Circle @circle]

The agentic economy is bigger than a bot buying groceries.

@jerallaire explains the more useful shift: agents that complete specialized work, get paid programmatically, and operate more like services than subscriptions.

[Patrick Hansen @paddi_hansen]

𝐖𝐡𝐲 𝐭𝐡𝐞 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐄𝐮𝐫𝐨 𝐈𝐬 𝐍𝐨𝐭 𝐄𝐮𝐫𝐨𝐩𝐞'𝐬 𝐀𝐧𝐬𝐰𝐞𝐫 𝐭𝐨 𝐚 $300 𝐁𝐢𝐥𝐥𝐢𝐨𝐧 𝐒𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧 𝐌𝐚𝐫𝐤𝐞𝐭 🇪🇺

Can a euro CBDC really fix Europe's stablecoin problem?

In my new op-ed in @TheBigWhale_ , I push back on a premise that's become common in some banking and central banking circles.

https://t.co/EWG1TSNj6F

The planned retail digital euro and MiCA e-money tokens are built on different rails, carry a distinct legal nature, serve different use cases, and reach different users. Treating one as a substitute for the other is a costly policy mistake we cannot afford.

The policy risk is that the two instruments continue to be conflated, and Europe under-invests in its euro stablecoin ecosystem under the assumption that a euro CBDC will fill the current euro stablecoin gap. It will not.

[Jeremy Allaire - jerallaire.arc @jerallaire]

Paris has momentum, a big few days with global tech, government and financial leaders happening. Circle in Paris, CNBC, VivaTech, G7 and more to come.

[Circle @circle]

Circle Agent Stack gives developers a practical way to build agents that can hold funds, find services, and pay for access.

In this walkthrough, see how an agent can:
→ Create a USDC-funded wallet
→ Discover services in Agent Marketplace
→ Pay for API access through Circle Gateway
→ Execute actions using Circle CLI

Infrastructure for agent systems with defined permissions and guardrails.

https://t.co/D9Z96FjwE2

[Circle @circle]

“Arc is a compute environment for storing value, moving money, instantiating corporate forms, and intermediating complex contracts.”

An economic operating system built for a moment when machines are driving more and more of the real economy.

[Arc @arc]

Arc’s privacy roadmap is designed for real financial workflows where confidentiality matters:

→ Payroll-style payouts
→ Treasury operations
→ B2B settlement
→ FX workflows
→ Tokenized asset activity

The goal is privacy with governed visibility: sensitive activity protected from public exposure, while authorized parties retain defined access.

A future path for confidentiality with control in stablecoin finance.

[Uniswap @Uniswap]

Stablecoins power DeFi

That's why Uniswap is coming to @Arc with protocol, apps, and API

Deep liquidity on the chain purpose-built for stablecoins

[Arc @arc]

Onchain liquidity is coming to Arc.

@Uniswap is coming to Arc, to bring deep liquidity and a leading swap infrastructure to Arc’s stablecoin-native ecosystem.

This would give builders:
→ Proven onchain swap infrastructure with $4.4T in volume
→ Deep stablecoin liquidity for trading and token discovery
→ A familiar venue for users to access assets on Arc

More to come.

[Arc @arc]

The Bored Room was an eight-hour waiting game about legacy financial rails.

Approvals stalled. FX leaked value. Banking hours got in the way. The payment never arrived.

Funny because it was fictional.

Painful because it was familiar.

Arc is designed to fix this. An open internet platform built for:
→ 24/7 settlement
→ Sub-second finality
→ Stablecoin-native payments
→ Programmable FX
→ Agentic economic activity

Read the recap: https://t.co/D7PLPlgoG7

[Adi Seredinschi @AdiSeredinschi]

On the heels of the Privacy Sector announcement the other day, we're also publishing exciting research we've made on the Multi-proposer front

Introducing the Arc Multi-Proposer Protocol (AMP)

AMP brings (i) bounded inclusion and (ii) stronger ordering guarantees so that user flows on Arc have the best experience possible on decentralized infra

Brief explanation: Most network let a single validator decide what's in the next block and in what order. That discretion is where MEV lives, and it's the kind of discretion traditional markets explicitly regulate

AMP introduces a new role: proposers

Proposers have a super-power: they bundle user transactions into Payloads and broadcast them to validators. Once a Proposer talks to quorum of validators, then their Payload __must__ appear in the next block, in a fixed order. There is still a block assembler, but it no longer has discretion over what goes into a block.

If inclusion and ordering matter to your flows and your users, then AMP gives you a direct path to validators with protocol-enforced guarantees

We're actively looking for design partners! DM me, or subscribe here and we'll get back to you: https://t.co/Ft5F8DFlHl