Rachel Busch

Corporate Communications @circle $USDC | Views my own

[Arc @arc]

Previewing Arc’s future approach to opt-in privacy.

Sensitive financial workflows should not become public market data.

Arc’s privacy whitepaper outlines a roadmap for future confidentiality features with governed visibility for authorized parties.

Potential use cases include:
→ Payroll
→ Treasury
→ Trading workflows
→ Asset issuance
→ B2B payments and FX

Privacy without anonymity, designed for real financial activity onchain: https://t.co/V5PHZt6zuC

[Rachel Busch @Rachel__Busch]

"We're building for a world where software orchestrates economic activity."

https://t.co/fwjIrDFTgI

[Squawk Box @SquawkCNBC]

"We saw the birth of these new platforms....we actually literally today just launched Circle Agent Stack," says @Circle CEO @jerallaire. "It’s for humans that want to go there and developers who are building AI agents, but it’s also for agents." https://t.co/B2dQW9bDim

[Circle @circle]

The Internet’s largest paradigm shift is happening now, and our Q1 results underscore Circle’s role at the center of these changes.

→ $694M total revenue and reserve income, +20% YoY
→ $77.0B USDC in circulation, +28% YoY
→ $21.5T in USDC onchain transaction volume, +263% YoY

From digital dollars and global payments to the agentic economy, Circle is building trusted infrastructure for a more programmable internet financial system.

Full results at https://t.co/v1jSV7zRFs

[Arc @arc]

Quantum resilience can’t wait until the market forces it.

Arc’s post-quantum roadmap is designed to secure blockchain infrastructure in phases:

→ Post-quantum wallet signatures

→ Quantum-secure private state

→ Post-quantum-safe infrastructure

→ Validator hardening

This is the standard Arc is setting: practical, resilient blockchain infrastructure for a post-quantum world.

https://t.co/WSnja696gk

[TBPN @tbpn]

Happy Thursday. On today's show:

- @MarcLore (Wonder)
- @Adam_Cyber (CrowdStrike)
- @jerallaire (Circle)
- @justdlevine (Shepherd)
- @gmharhar (Mirage)
- @PhilipJohnston (Starcloud)

See you on the stream.

[Rachel Busch @Rachel__Busch]

Coming 🔜

[Circle @circle]

Circle Wrapped Bitcoin is coming.

Backed 1:1 by BTC and readily verifiable onchain, cirBTC is being built to work seamlessly with Circle infrastructure and the broader DeFi ecosystem.

Learn more: https://t.co/wWzVBZdIz1

[Jeremy Allaire - jerallaire.arc @jerallaire]

Our massive suite of infrastructure is now fully available to AI Agents and AI Agent builders with Circle Skills. Cursor, Claude Code, Codex, OpenClaw, come build the new internet financial system.

[Jeremy Allaire - jerallaire.arc @jerallaire]

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

[Rachel Busch @Rachel__Busch]

❄️🎥 Live from Davos: @jerallaire joins @SquawkCNBC to discuss the current state and future of stablecoins.

https://t.co/tpAIcEP3zF

[Jeremy Allaire - jerallaire.arc @jerallaire]

A stablecoin offering in Davos - great session on what’s happening with stablecoins and the development of the internet financial system.

[Jeremy Allaire - jerallaire.arc @jerallaire]

Great team effort, so thrilled to be part of this ambitious project to build a national economy onchain.

[Rachel Busch @Rachel__Busch]

From stablecoins to the financial OS for the internet. The new flagship report from @Circle lays out how blockchain infrastructure and traditional rails are converging to create an internet-native financial system.

https://t.co/ZUC2mrFhzX

[Circle @circle]

Circle’s Chief Strategy Officer @ddisparte shares, “USDC is emerging as the tokenized dollar backbone of the modern financial system,” in conversation with @scottmelker.

[Rachel Busch @Rachel__Busch]

📢 @Circle has received conditional approval from the OCC to establish First National Digital Currency Bank, N.A., a key step toward GENIUS Act compliance and further strengthening the @USDC reserve infrastructure.

https://t.co/7wUBAlg3Su

[Jeremy Allaire - jerallaire.arc @jerallaire]

Exciting milestone today as @jpmorgan successfully arranged a US Commercial Paper issuance onchain for @galaxydigital, with the issuance and redemption proceeds entirely paid in USDC, representing another market first for the USCP market.
https://t.co/MDg717LQLe

[WIRED @WIRED]

The cofounder and CEO of Circle says “money as an app platform” is the next step in a digital-based global economic system that’s right around the corner. https://t.co/nU0zGJ8nMN

[Circle @circle]

Introducing Circle Foundation, advancing financial resilience and inclusion for people and communities around the world.

Seeded by Circle’s Pledge 1% equity commitment, the Foundation will support organizations that:

→ Strengthen financial systems for small businesses in the US
→ Modernize humanitarian aid infrastructure around the world
→ Build durable infrastructure for economic participation

From helping families abroad to supporting small businesses at home, Circle Foundation scales what’s possible when finance works globally.

https://t.co/9NzA4OX6YP

[Circle @circle]

Introducing Circle xReserve, a new interoperability infrastructure for blockchain teams to launch USDC-backed stablecoins.

Built to expand the USDC ecosystem, xReserve enables developers and users to transfer value seamlessly between USDC and USDC-backed stablecoins across supported chains.

→ Trusted and transparent: xReserve is a Circle-deployed smart contract that holds USDC to back stablecoins on participating blockchains.

→ Fully interoperable: 1:1 transfers between USDC-backed stablecoins and USDC for unified liquidity.

→ Trust minimized: Crosschain transfers are verified by xReserve attestation, reducing reliance on third-party bridges.

→ Future extensibility: Designed to support additional assets beyond USDC, including EURC.

Circle is excited to partner with @CantonNetwork and @Stacks, two leading blockchains integrating with xReserve in the coming weeks.

Learn more: https://t.co/aJTtySwkhd

[Rachel Busch @Rachel__Busch]

New stablecoin foreign exchange engine from @circle aims to modernize cross-border paymentsand streamline settlement.

Read more in @CoinDesk
https://t.co/J51KDhkiAC