Salil Khamkar

Regional Product @ Circle | Building the future of payments & stablecoins

[hityyhz @hityyhz]

I FOUND 10 GITHUB REPOS THAT TURN AI AGENTS INTO CRYPTO TRADERS

282K stars combined. The whole trading stack in one list.

01 → AI HEDGE FUND / 63K⭐ AI agents debate the trade before anything happens https://t.co/ERTfhAhKeR

02 → FREQTRADE / 54K⭐ Automated crypto trading and backtesting https://t.co/tZg1eQMDRV

03 → CCXT / 43.8K⭐ One API for 100+ exchanges https://t.co/odR5b4xCpw

04 → NAUTILUS TRADER / 29K⭐ High-performance research and live execution https://t.co/3RhY53zV1v

05 → AI-TRADER / 22.3K⭐ A virtual market built for autonomous agents https://t.co/SGwVhd6VHp

06 → HUMMINGBOT / 20K⭐ Market-making and arbitrage bots https://t.co/Gtb3WzpdUm

07 → ELIZA / 19.3K⭐ Autonomous agents with crypto wallets https://t.co/fEd7UeI3QQ

08 → FINRL / 16.3K⭐ Reinforcement learning for trading https://t.co/v5Sa75yoed

09 → JESSE / 8.4K⭐ Build and test crypto strategies https://t.co/CrrtbQnW1e

10 → AUTOHEDGE / 6K⭐ AI analysis, risk, and execution in one flow https://t.co/lTwn9t7UTI

No guaranteed profits. Just a clear signal that autonomous trading is turning into a full software stack.

[Nous Research @NousResearch]

Introducing Bot Mode for Hermes Desktop.

Your agent profiles become a series of named Bots. Each Bot has its own role, model, memory, skills and profile picture; Bots can use any model and even communicate with each other.

Build a specialist Bot once to use it forever.

[jack @jack]

bringing it all together into one surface

[Deedy @deedydas]

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”

But he reveals he hasn’t backtested the idea.
So we did.

In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

[shouko @shoukointech]

GitHub's former CEO gave his AI eyes.
What happened next is equal parts hilarious and haunting

[Circle @circle]

Circle Ventures is purchasing $AAVE tokens because strong DeFi infrastructure does not build itself. Aave is helping to shape the future of onchain finance, and we’re backing that ecosystem and the entire community built around it.

DeFi United

[Circle @circle]

We’ve made it much easier for LLMs and AI agents to understand and write code using Circle products.

Here is what is live for AI-native dev workflows.

🗺️ /llms.txt

An AI-native index that helps agents discover the right Circle docs, guides, and code examples faster: https://t.co/N3tSum8kll

📝 Docs → Markdown

Add .md to any Circle docs URL to instantly get clean, structured markdown, ideal for LLMs and tooling: https://t.co/uddWDPrx9w

🤖 Export to Claude & ChatGPT

Send docs directly into Claude or ChatGPT so models get accurate, up-to-date context when generating code.

🔌 MCP Server

Plug Circle’s MCP server into your AI apps to generate higher-quality, more reliable code with Circle products: https://t.co/zONpBxd1lb

The goal?

Less friction between docs, AI tooling, and production code, so you can ship faster with programmable @USDC.

[vitalik.eth @VitalikButerin]

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:

* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026

Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path.

First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum.

This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead.

We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs.

What would I do today if I were an L2?

* Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features
* Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets
* Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?)

From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug.

The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately).

This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: https://t.co/9jy6v1X6Fw and https://t.co/gZmu3YjebM ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add.

This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

[Clawnch 🪽 @Clawnch_Bot]

🦞 NEW INTEGRATION 🦞

Your agent can now hire a human straight from the Clawnch SDK.

Agents earning → Agents spending → Agents outsourcing menial labor to humans

The tables are turning. 🦞

[Arc @arc]

Arc Public Testnet is live.

It’s Day 1 and a robust, interconnected ecosystem is already taking shape.

Over 100+ testnet participants spanning DeFi, asset issuers, capital markets firms, global fintechs, and more are exploring use cases and building on Arc.

Join us. Architect the future.

https://t.co/Uwpw4Bo7bW

[Jeremy Allaire @jerallaire]

StableFi has arrived

[Arc @arc]

Introducing Arc, an open Layer-1 blockchain purpose-built for stablecoin finance.

From payments to FX to capital markets, Arc is the home for builders innovating with digital money and tokenized value on the internet.

Stablecoins have shown us what’s possible.

They’ve powered trillions in onchain transactions and unlocked a faster, more open financial system.

Arc is designed to provide an enterprise-grade foundation with the performance, reliability, and liquidity needed to scale stablecoin use cases worldwide.

Featuring:
✅ USDC as native gas
✅ Built-in FX engine
✅ Deterministic sub-second finality
✅ Opt-in privacy
✅ Full Circle platform integration

At its core is Malachite, a high-performance consensus engine developed by @informalinc that powers Arc with safety, liveness, and resilience at scale.

Arc expands the design space for stablecoins by uniting speed with certainty and delivering the native tooling needed to meet real-world business obligations.

Open and composable, Arc is designed to interoperate seamlessly with the broader multichain ecosystem.

Fully EVM-compatible, developers will be able to build on Arc using the same frameworks and tooling they know and trust.

Together, we’re laying the foundation to move stablecoin finance from early adoption to globally trusted infrastructure.

Arc will enter private testnet in the coming weeks, with public testnet expected this fall.

Read the litepaper → https://t.co/CyaV9GRbPW
Join us in building the new internet financial system → https://t.co/0qxv7q80Gp

[Circle @circle]

Circle 🤝 @okx

We are partnering with OKX to deepen @USDC liquidity and expand access to 60M+ users worldwide.

Customers will now be able to easily convert between USD and USDC across OKX products and services.

This partnership will provide users with more options, enhance the trading experience, and create new opportunities for individuals and businesses worldwide to seamlessly use USDC.

"Demand for USDC continues from businesses and individuals eager to adopt this new form of high-utility and internet-based money.” - @jerallaire

Read more: https://t.co/OfzpuI4Gsv

[Circle @circle]

CCTP V2 is now available on @0xPolygon PoS!

Key benefits for developers and users:
⚡Fast Transfer: crosschain @USDC settlement in seconds
🔀Hooks: smart contract integrations for post-transfer actions
💸Capital Efficient: 1:1 burn-and-mint, no liquidity pools or fillers
🔒Secured by Circle: no additional trust assumptions

Day 1 apps, bridges, and infra providers include: @BungeeExchange, @CCTPMoney, @InterportFi, @MayanFinance, @portalbridge_, @routerprotocol, and @wormhole with more expected in the coming weeks.

Polygon PoS is now securely connected to a network of CCTP V2 supported blockchains, including: @arbitrum, @avax, @base, @codexfx, @ethereum, @LineaBuild, @Optimism Mainnet, @solana, @SonicLabs, @unichain, and @world_chain_

Start building now: https://t.co/t4PDDE9AMU

[Circle @circle]

It’s time for an upgrade.

Money that’s fast, borderless, and built for everyone.

That’s money built different.

[Circle Developer @BuildOnCircle]

We’re super excited to kick off our first USDC Grant Program cohort of 2025, check out the awesome projects!

@aarnasays
@bandruption
@blindpay
@blockpeerfin
@bondifinance
@BuFi_Global
CENT
@chainarq
@cpayantmobile
@Ensuroproject
@ethdotcash
@FlipeetRaise
@GlobaChain
Stvble
@JunctionFi
@katikaweb3
@lanca_io
@Link_IO
@NormieTech
@PistachioFi
@Savea_Group
@ScalexRamp
SFx
@Spend_The_Bits
@ArchitectSYS

The above projects demonstrate a thoughtful understanding of real-world problems and offer promising perspectives on how USDC and blockchain technologies can remedy them.

As members of the USDC Grant Program, Circle will help these founders execute their ideas to the highest level, providing hands-on support and resources along the way.

Interested in applying? https://t.co/y7pagkLKkp

Read the blog: https://t.co/IeqoAVzoQH

[Circle @circle]

Circle is now officially a public company, listed on the @NYSE under $CRCL.

With @USDC, EURC, Circle Payments Network & more, we're pushing forward a future of frictionless value exchange.

We are not just building financial products. We are building the money layer of the internet.

To everyone who has contributed to this moment, thank you.

[Sonic @SonicLabs]

CCTP V2 by @Circle on Sonic.

One global native @USDC supply.

🧵 Here’s why it's important.

[Sonic @SonicLabs]

Native @USDC.

CCTP V2 by @Circle.

Now live on Sonic.

[Jeremy Allaire @jerallaire]

Circle is excited to support this, making USDC payments more native to the web and agent-based payments flows.