Jeremy Allaire

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

[Extended @extendedapp]

Extended is the top fee generator on @arc, accounting for nearly 40% of the chain's app fees with $413K over the last week.

Extended offers 330+ crypto and RWA markets, including $ANTHROPIC and $JIO pre-IPO perps, with up to 10x leverage.

[Circle @circle]

Arc is live, with 100+ banks, payments leaders, and apps building on the network, including BNY, HSBC, Mastercard, and Visa.

Since mainnet launch, over $30B in USDC has moved on Arc.

More from our Q3 earnings livestream.

[The Block @TheBlockCo]

THE BLOCK: Samsung Wallet has launched USDC accounts on Solana for eligible U.S. Galaxy users.

The service allows users to buy, hold, send and receive USDC directly within Samsung Wallet, with around 82 million compatible devices in the U.S.

[Circle @circle]

CircleCross-Chain Transfer Protocol (CCTP) has surpassed $300B in all-time transfer volume.

A major milestone for the infrastructure enabling USDC, EURC, cirBTC, and supported third-party asset transfers across blockchains.

[Circle @circle]

Circle Payments Network is scaling fast and the momentum is picking up since the quarter closed.

Jeremy Allaire spoke to how the network is growing in our Q3 earnings livestream.

[Circle @circle]

Digital dollars are going mainstream.

In our Q3 earnings livestream, @jerallaire shared how Circle is preparing for a new era of regulated stablecoins under the GENIUS Act.

[Circle @circle]

Collective defense is now an operational requirement. In a new post,

@ddisparte outlines Circle’s response to the recent Binance incident and the need for swift ecosystem coordination moving forward.

https://t.co/N3fCg1iElt

[Jeremy Allaire @jerallaire]

Very cool

[AStock @TryArcStocks]

Omni launchpad launches tomorrow - Arc and Solana.

Testing is done, everything works. We’re still adding features right up to launch and will keep shipping more after.

Once it’s live - open for everyone.

[Argus on Arc @Arguspad]

We are excited to bring dev vesting to Argus.

Developers will soon be able to vest their allocation, putting their long-term commitment onchain where every holder can see it.

Aligned devs build stronger projects.

[Jeremy Allaire @jerallaire]

Love it!

[Stripe Crypto @StripeCrypto]

US businesses can now send stablecoin payouts to crypto wallets in 160+ markets with @stripe Global Payouts, typically arriving in minutes.

Send OUSD or USDC directly from fiat or stablecoin balances in Stripe Treasury, with Stripe handling conversion as needed.

[Jeremy Allaire @jerallaire]

Money gives your Agent superpowers. We've just amped it up! New 'Agentic Managed Payments', a re-vamped and expanded agent marketplace, and simpler tools to give your agent money. Watch this space closely!

https://t.co/jNkdTTdZpy

[Jeremy Allaire @jerallaire]

“You can’t vibe code USDC.”

Great piece from @a16z

https://t.co/RQjaFrEth1

[Arc @arc]

Trading on Arc is already live.

Stablecoins, cirBTC, tokenized assets, lending markets, DEXs, aggregators, and derivatives infrastructure now share one stablecoin-native execution environment.

For teams building onchain markets, Arc brings trading, collateral, liquidity, and settlement closer together.

[Jeremy Allaire @jerallaire]

I’m going live on CNBC in a few minutes. Tune in.

[Jeremy Allaire @jerallaire]

We’ve wrapped Q3 earnings. Take a walk with me and hear the highlights.

[Jeremy Allaire @jerallaire]

CRCL Earnings Live from Circle HQ @ 1WTC

[Jeremy Allaire @jerallaire]

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.

[Circle @circle]

Tomorrow, Nov 4, Circle will host its third quarter 2026 earnings call 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.

Open to all CRCL investors, analysts, and the broader market.

Tune in here: https://t.co/4Lt2Iv7sGK

[USDC @USDC]

In Buenos Aires, digital dollars can help people save and move money beyond borders.