Introducing Ando Wallet, our first open access product designed specifically for inference. It was designed to use MPPI and to bring access to intelligence for agents, offering IDs, fund management, sessions and inference provider agent connection.
https://t.co/PdvtXCNbou
AW 000 / CIRCLE AGENTIC WORKS
AI agents are becoming economic actors. They hold balances, hire other agents, and get paid for work.
Circle Agentic Works is where we experiment and build what they need next, in public.
https://t.co/JvYn9OGZTO
Experimental. Not a Circle product. Not advice.
Builders can bring liquidity to Arc for less with Interop on Arc:
• CCTP fees: 75% off Fast Transfers into Arc, Standard Transfer fees waived to and from Arc for EURC & cirBTC and free for USDC (gas still applies)
• Gateway fees: Waived on Arc for all supported assets, including USDC, EURC, cirBTC (gas still applies)
See pricing: https://t.co/NXBAWFlIBh
Our cirBTC delta-neutral vault is live on @Arc.
cirBTC in. cirBTC out. Yield paid in-kind.
Under the hood: an actively managed strategy that harvests risk premium across DeFi and pays it back in cirBTC terms.
🧵
USDC on Arc gives agents a way to pay for the intelligence they use.
Jamie, founder of Alethieum, is building Ando so apps, agents, and robots can access intelligence and pay for it directly.
In this conversation with @bleso_a, Jamie explains why existing payment flows fall short, how MPP-I works, and why he chose Arc for USDC settlement.
Plus, a demo of Ando Wallet with an app, an autonomous agent, and a robot simulation sending testnet USDC.
Chapters
0:00 The Ando story and open access to intelligence
8:31 MPP-I: handling payment without interrupting inference
11:03 Inside the inference and payment flow
23:34 Why Arc: fast finality and USDC gas
32:24 Open access and the Ando Wallet walkthrough
49:06 Connecting OpenCode to Ando
54:02 Hermes manages its own inference
57:57 Ritchie robot simulation
1:02:30 The robot sends testnet USDC; the Circle tools behind Ando
1:08:16 What the agent economy could look like
1:12:03 Jamie’s advice for developers building on Arc
This founder built a groundbreaking protocol called MPP-I that is changing how AI agents pay for inference with USDC on Arc.
Jamie, founder of Alethieum, saw the gap:
an agent can use a model, but a person often still has to create an account, add a card, and manage an API key to give it
access.
MPPI lets agents pay as they use inference, even when the final cost isn’t known upfront.
Jamie also built Ando Infer to provide that inference and Ando Wallet to make the technology intuitive to use, with controls for funding agents and setting spending limits.
In our conversation (full episode linked in the comments), Jamie shares what it took to build this, why he chose Arc for USDC settlement, and how Arc and Circle developer tools helped bring his idea to life.
This is how intelligence is made.
One place for all your inference. Everything you need to give AI thinking. From everyday apps to personal agents and robots, connect, govern, and manage every inference token in one place.
In one hour: Circle’s third quarter 2026 earnings call begins at 8:00 AM ET, live on X and YouTube.
@jerallaire and Jeremy Fox-Geen will discuss Q3 results and recent business updates across Circle’s platform, USDC, and the broader internet financial system.
Tune in here: https://t.co/4Lt2Iv6URc
Q3 was a big quarter for Circle.
→ USDC carried 79% of all stablecoin transaction volume, up from 66% a year ago, and $13.9T moved onchain (+49%)
→ A record $208B of USDC was minted and redeemed, about $2.3B every day
→ Arc mainnet went live, with 100+ institutions and apps building on it
→ CPN ended the quarter at $41B in annualized volume, up 15x YoY, and it's already past $58B
→ Over 99% of agent payments on x402 settle in USDC
In January, the GENIUS Act takes effect and regulated digital dollars go mainstream. Every layer of our platform is live and ready for it.
We built Circle for this moment.
Full results at https://t.co/kG1VoCbj8F.