Jeremy Allaire

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

[The Rollup @therollupco]

$100 trillion has moved through USDC all time. Jeremy Allaire says that's pure product-market fit, not a fluke.

Even with flat stablecoin supply, payment and settlement volume keeps growing.

A record $150 billion minted and $150 billion redeemed, means the pipes are truly liquid.

[Gate @Gate]

Arc is now on Gate: Explore a new on-chain ecosystem!

Discover Arc assets, track on-chain markets, manage your wallet, trade, and explore new tokens—all through the Gate ecosystem.

See what Arc integration brings to Gate Web3, Wallet, and Trenches 👇
https://t.co/mgqfMjubM6

[The Rollup @therollupco]

Amazon owned commerce. Google owned knowledge.

@jerallaire wants @circle anchored around money itself.

He says the next great internet platform companies will be built around the financial system.

But unlike Amazon or Google, this one has to be broadly owned and governed.

[CoinMarketCap @CoinMarketCap]

LATEST: ⚡ Circle CEO Jeremy Allaire declared "the spectacle era of crypto is over" as blockchain becomes "invisible infrastructure."

"The most important technologies in history disappear into the background."

[Jeremy Allaire @jerallaire]

too many circles

[Token Terminal 📊 @tokenterminal]

The most tokenized single-name equity: $CRCL

[Arc @arc]

Agentic payments are live on Arc.

Our Facilitator Service gives x402 builders a hosted path to accept Circle-issued USDC, with onchain settlement supported on Arc, Base, and Polygon.

No relayer keys. No separate gas wallet. Just a cleaner path for agents to discover, pay, and keep moving.

https://t.co/NdKQbXB4yL

[Arc @arc]

Bridging into Arc is simple.

USDC Bridge gives you a direct, Circle-built way to move USDC onto Arc and other supported chains, so you can start trading on the apps and markets you came for.

Start with USDC. Bridge into what’s next.

https://t.co/An0NaCQolc

[Token Terminal 📊 @tokenterminal]

Circle’s Arc is already topping the stablecoin growth leaderboard in its first week

With ~$74B in USDC across 30+ chains, it will be interesting to see how Circle applies what it has learned as an issuer to its own L1

A leaderboard to watch:

[Arc @arc]

Want cirBTC on Arc?

Head to Arc Portal. Two ways to get it:
→ Swap on Arc: trade USDC or other supported assets for cirBTC
→ Bridge from Ethereum: move cirBTC from Ethereum to Arc

Holding supported wrapped BTC assets on Ethereum?

Swap into cirBTC on Ethereum, then bridge cirBTC to Arc through Arc Portal.

Already holding cirBTC on Arc? Put it to work on lending markets.

Start here: https://t.co/YFSptWig2L

[Circle @circle]

Agentic payments are live on Arc.

Our Facilitator Service gives x402 builders a hosted way to accept Circle-issued USDC on Arc, Base, and Polygon without running their own relayer or funding separate gas wallets.

You build the service. Agents pay for it.

https://t.co/vKU6AShrj6

[Jeremy Allaire @jerallaire]

Take the Leap, @Anthropic

There's been a lot of debate about whether now is the right moment for Anthropic to complete its IPO. Markets are jittery, the calendar is crowded, the valuation conversation is loud. And most importantly, there are valid, serious concerns about the safety of these technologies.  But I want to make the case for why going public will be a net good for society. Not as a bystander, but as someone who took a company through this exact door fifteen months ago, in a sector that was  contested.

When Circle listed on the NYSE, we were operating critical financial infrastructure in a space defined by technical complexity, fast-moving regulation, and deep public skepticism. A lot of people thought the smart move was to stay private, keep our heads down, and let the noise settle.

What we found was the reverse. Going public didn't expose us to scrutiny we couldn't handle. It gave us the highest-standard framework in the world for demonstrating that we deserved trust. Audited financials. Quarterly disclosure. Independent board governance. Sarbanes-Oxley controls. Real-time accountability to millions of shareholders and to regulators in every market we serve.

The result wasn't fragility. It was confidence. Banks, governments, and enterprise partners who had been cautious about stablecoins could finally look at us through a lens they already understood. 

Going public wasn't just good for us and our shareholders. 

Public-market discipline turned a novel technology into legible infrastructure. But public-market discipline is only half of that equation. The other half is clear rules of the road. Innovation at infrastructure scale needs both: companies willing to subject themselves to transparency and accountability, and policymakers willing to define durable standards for how that technology can operate. For stablecoins, the GENIUS Act helped provide that regulatory architecture - moving the conversation from whether the technology belonged inside the regulated financial system to the standards under which it could operate there.

That distinction matters for AI. An IPO cannot substitute for fit-for-purpose public policy, and regulation cannot substitute for the discipline of public markets. They are complements. One makes companies legible to investors and the public; the other establishes the obligations, protections, and boundaries that allow an emerging technology to earn durable institutional trust.

AI is at precisely that moment now, and the stakes are higher.

Frontier AI companies are becoming core infrastructure for the global economy. Their model capabilities, safety practices, compute commitments, revenue concentration, and governance structures are matters of genuine public interest. Right now, most of that lives inside private companies, visible to a handful of investors and whoever reads the leaks.

An IPO changes that. It brings a frontier lab into the most rigorous disclosure and governance regime humanity has built. It forces clarity about risks, dependencies, and how decisions get made. It gives the public, policymakers, and the market a durable way to hold the company accountable, not through episodic drama, but through the boring, relentless cadence of public reporting.

Anthropic has built its identity around safety and transparency. The public markets are the institutional embodiment of those values. Yes, the timing is never perfect. It wasn't for us either. But there's a window right now where the world is asking hard questions about who controls the most powerful technology of our era and how. The best answer isn't a press release. It's an S-1, a listed ticker, and the accountability that comes with them.

We should be encouraging these great companies to take the leap to public markets, to subject themselves to public scrutiny and accountability, and we as a society need to do our part to hold them to the highest standards.

[Aero @aeroxyz]

With more than $7 trillion in daily volume, the largest market in the world isn’t stocks or crypto.

It’s foreign exchange (FX).

How Aero Lite, a preferred DEX on @arc, aims to help bring that market onchain 👇

[Binance Wallet @BinanceWallet]

Experience @arc on Binance Wallet: memes, RWAs, LPs, and instant bridging, all in one app.

Binance Wallet is where you'll discover anything trending on Arc, from the start.

✅ Trade Arc tokens with zero service fee for a limited time
✅ Discover trending memes early through Meme Rush
✅ Earn yield through Uniswap V3/V4 LPs and other trending DeFi protocols
✅ Get started on Arc with ease: withdraw from Binance Exchange to Arc, bridge to Arc from any chain, or buy Arc tokens directly using your exchange balance

[Jeremy Allaire @jerallaire]

Very impressed with Column Bank's execution.

[Circle @circle]

Column is adding USDC to its payments infrastructure.

Fintechs banking with @column can now access stablecoin payments alongside cards, wires, ACH, Swift, and RTP through a single API.

This is USDC becoming part of real financial infrastructure.

https://t.co/22DBD8wbIy

[Rachel Mayer @0xrachelita]

The technical premise of Arc sectors:

One network. One validator set. One finality model. Multiple execution lanes running in parallel, each purpose-built for a class of financial activity.

→ privacy sector — confidential EVM alongside public EVM
→ payment sector — hundreds of thousands of target tps for onchain stablecoin settlement
→ agent sector — policy-enforced agent actions with auditable trails

Your app gets confidentiality, payments-scale throughput, and public liquidity in the same call. Pretty cool!

[The Rollup @therollupco]

Jeremy Allaire, Co-Founder and CEO of @Circle, shares his thesis on why every tokenized asset belongs on @Arc.

"We give asset issuers something very, very powerful. We give them the best liquidity against digital dollars in the world because of our role with USDC and the way USDC works on Arc"

"If I'm BlackRock and I issue a tokenized ETF on Arc, I can choose to make it available on Hyper-EVM, on Base, on Solana, wherever I want, and manage that distribution and liquidity across those, because CCTP is the biggest interop highway on blockchains."

"We just open the highway to everyone else's cars."

[Aero @aeroxyz]

"I think tech is starting to matter again.

We're getting so good at trading, we're getting so close to how trading happens in real life...

that you start actually fighting for inches in terms of performance."

- @jack_anorak on Aero Lite & more, live from @arc mainnet launch

[Jeremy Allaire @jerallaire]

@glenrock @Transak https://t.co/smQQlqXpHo

[Jeremy Allaire @jerallaire]

$3.5B in USDC tx volume on day 1

[Nikil Viswanathan @nikil]

Arc now fastest growing day 1 chain ever

24hrs:
- thousands of teams building
- 3000+ apps
- billions of API calls
- 9% of total ecosystem activity (150+ chains)

Token prices can be manipulated. Onchain volumes faked. Developer activity is the only real metric.

Nice work @arc @circle

[Aero @aeroxyz]

One-click deposits, liquidity management, automation, and more.

Now available for all Aero Lite pools on @arc via @vfat_io.

[Catena @catena_labs]

Now your AI agents can use @arc (+ other chains & rails), controlled by rules you set.

Here, our agent requests a $10/day budget, gets approved, and goes to work.

Early Access is now open for a limited time. Sign up, try Arc, and you could get up to $50 for your agent's feedback.