br9ay

[br9ay @br9ay]

Can the pain stop $CRCL

[br9ay @br9ay]

@lufeieth I watched the clip and he answered it well:

1. Strong Coinbase relationship should stick

2. Stripe, Visa, and Mastercard already use USDC for most stablecoin volume, and Circle has good relationships there

3. Network effects are incredibly strong w/ stables

[br9ay @br9ay]

@lufeieth … so launching a new stable will be very hard to gain trust and confidence

[br9ay @br9ay]

@lufeieth I watched the clip and he answered it well:

1. Strong Coinbase relationship should stick

2. Stripe, Visa, and Mastercard already use USDC for most stablecoin volume, and Circle has good relationships there

3. Network effects are incredibly strong w/ stables

[Circle @circle]

CRCL live AMA with CEO Jeremy Allaire https://t.co/84chnOSaBw

[br9ay @br9ay]

@Howie0824 @lufeieth Yeah, because if they did idk what Circle would do… hoping it’s built around USDC and not a new coin controlled by the group

[br9ay @br9ay]

@petranto The issuing itself isn’t, but USDC is battle tested, and Coinbase pivoting to another default stablecoin would be risky for user trust. As a CRCL investor though, this news is a bit frightening, because you’re right, it wouldn’t be technically or financially an issue for them

[br9ay @br9ay]

@petranto Yeah I’ve seen that, but it’s not confirmed by any of the companies, only anonymous sources. It could make sense that the companies want to compete with Circles CPN for institutional stablecoin infrastructure adoption, but issuing their own stable feels like a stretch.

[br9ay @br9ay]

@petranto Is this officially confirmed? I’ve seen confirmation of Mastercard expanding stablecoin capabilities, but relying on existing stables like USDC. Have any of the companies officially announced plans to launch their own stablecoin?

[br9ay @br9ay]

If $BTC bottoms here, $CRCL will hit $150 by July 4th 🇺🇸

[br9ay @br9ay]

@0xcyberbro @jaymesrosenthal Dimon has been vocal about his displeasure with the current bill language, so they’re not getting everything they want at the moment

[br9ay @br9ay]

@wong121183 Yes, if you can hold for a while. CPN, Arc, and Clarity Act will all be major tailwinds (clarity act not as certain as the two others). To me they’re building the flywheel right now, and once it starts spinning it will be hard to stop.

[br9ay @br9ay]

@wong121183 Yes, if you can hold for a while. CPN, Arc, and Clarity Act will all be major tailwinds (clarity act not as certain as the two others). To me they’re building the flywheel right now, and once it starts spinning it will be hard to stop.

[br9ay @br9ay]

$CRCL will be a test of the long-term visionaries vs. short-term gratification seekers

[br9ay @br9ay]

@jerallaire @circle This looks awesome. Fantastic work capitalizing on the agent boom

[Circle @circle]

Introducing Circle Agent Stack: financial infrastructure for the agentic economy.

Agent Stack gives agents the tools to:
→ Hold and move USDC through Agent Wallets
→ Discover services through Agent Marketplace
→ Execute repeatable financial actions through Circle CLI

All within defined permissions and guardrails.

Explore the site: https://t.co/uNiXJOTAjy
Read the blog: https://t.co/RMtPokSvZQ

[Jeremy Allaire - jerallaire.arc @jerallaire]

Circle Agent Stack is 🔥🔥🔥

Take it for a spin in Claude, Codex, Cursor Claw or more. Permissionless Agent Wallets. Build your own x402 agentic service provider, consume hundreds of services. Multichain. Nanopayments. Circle CLI.

[Jeremy Allaire - jerallaire.arc @jerallaire]

ARC. Made in America. Made by a NYSE-listed American public company.

Welcome to 2026. We've come a long way.

CLARITY