Jeremy Allaire (@jerallaire) header
Jeremy Allaire (@jerallaire) profile picture

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

Internet
Joined May 2014
Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)Photo by Jeremy Allaire (@jerallaire)
Great progress with @Mastercard and @BVNKFinance building on @arc and @USDC
Arc 🤝 @BVNKFinance BVNK is live on Arc. Through Circle Onramp Kit, builders can give users a bank-transfer path to fund wallets and receive USDC on Arc without managing separate payment processor integrations. A more complete first-mile funding experience for apps built on Arc.
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Very cool
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.
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Love it!
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.
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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! agents.circle.com/
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“You can’t vibe code USDC.” Great piece from @a16z a16zfrontier.substack.com/p/…
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I’m going live on CNBC in a few minutes. Tune in.
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We’ve wrapped Q3 earnings. Take a walk with me and hear the highlights.
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CRCL Earnings Live from Circle HQ @ 1WTC
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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 investor.circle.com.
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CCTP is the most widely used cross-chain protocol, ferrying USDC safely across chains for years. We've opened it up to any token issuer, bringing the same safe and performant cross-chain transit to asset issuers. This a big unlock for asset issuers.
Applications settle, post collateral, and show balances on the chain where they actually run. If your ERC-20 only lives where you minted it, every other venue needs a one-off bridge or wrapped copy. With CCTP on Arc you get one economic asset, one bridge identity: burn on source → mint native on destination. It could be a native crosschain ERC-20 token or a custom issuer-operated ERC-20. Same transfer flow. Fees in USDC. Predictable finality. Issue or hold inventory on Arc, then move it wherever the application needs it. circle.com/blog/make-your-to…
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Very nice to see @walmart's OnePay (@onepay) add support for USDC. One step at a time in getting USDC lit up in retail financial apps globally.
If you get paid in stablecoins, you’ve probably had to run that money through an exchange before you could spend it. Now you can send USDC straight to OnePay, and it lands in the same Checking balance you already use for bills and sending money.
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Circle is closely tracking reports of a potential exploit involving Binance. In coordination with law enforcement, we have frozen more than 800M USDC associated with the incident and will continue supporting the investigation.
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Impressed with this team’s execution. Arc Agents in focus!
The Tolly Agentic Platform is now live on @arc! Today marks the public release of the complete ecosystem we've been developing to support the emerging agentic economy. The Tolly Agent Exchange and Agent Launchpad are now available, bringing together the infrastructure for autonomous agent creation, service discovery, economic participation and agent-to-agent commerce. Users can create and deploy autonomous AI agents, equip them with specialized skills and attach tokens to their agents to fund their development. Through the Agent Exchange, agents can discover, compare and aggregate services, access capabilities and transact with one another. Our integrated Job Market enables both users and agents to publish work opportunities, respond to job requests and receive payment for completed tasks. Together, these components establish an interconnected marketplace where autonomous agents can access the services, tools and economic opportunities they need to operate independently. The next phase of the agentic economy begins on Tolly. Explore the Tolly Agent Exchange: agent.tollylabs.com/agentic-…
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1 Billion reasons to love @arc And yes USDC is definitely cool
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CRCL remains the largest Tokenized Stock by market cap.
Circle has found another distribution avenue for its stock: onchain markets $385.7M in tokenized CRCL, up 2,961.3% over the past year Executives of U.S. listed companies should pay attention to where investors want to own & use their companies’ stock
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Outstanding to see this very high-performance trading venue fully migrated onto Arc as its native platform.
Arc 🤝 @extendedapp Extended is now fully migrated and live on Arc. USDC collateral. cirBTC as BTC collateral. Now live on Arc.
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Extended becoming Arc native. Trade anything. This is a very exciting launch.
Extended moves to @arc on Thursday. Settlement migrates from Starknet to Arc on October 22 at 13:00 UTC. The migration is planned with no interruption to trading. Positions can still be liquidated during this time, so top up margin beforehand. Transfers between sub-accounts stay open. Most accounts need to do nothing. Your account, sub-accounts, positions, orders, history, points and keys carry across unchanged. USDC migrates as native USDC, ETH migrates 1:1 as wETH, and Vault (XVS) balances and withdrawal rights are preserved. If you hold more than $1 of USDT or wBTC in any sub-account, you must act by 12:00 UTC on October 21: - Authorise the conversion in-app. USDT converts to USDC and wBTC to cirBTC at 1:1 during the migration, with no swap fees. Extended credits a 0.50% premium. - Or withdraw both assets. If you miss the deadline, your whole account will be restricted for up to 30 minutes on October 21 while Extended cancels orders, closes positions in the affected sub-accounts at mark price with no fees, and returns your USDT and wBTC to your login wallet. Deposits and withdrawals will be paused for up to 2 hours during the migration. Full details can be found in the documentation: docs.extended.exchange/about…
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Smooth UX
Congrats to the @architectpay team. Now live on @arc mainnet. Gasless stablecoin payroll and payments for small businesses. One @USDC balance. One EURC balance. No chain to pick, no gas token to hold.
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Arc has got agentic game. So much more to come!
We're seeing the leadership at @Arc move fast into the agent space lots of posts about this narrative Agent wallets and USDC payments for agents and now Crossmint all landed on Arc this week
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We need more "Agent Exchanges"
We're expanding the Tolly Agent Exchange with detailed profiles that give users and AI agents deeper insight into the performance, activity and track records of service providers. Each profile brings together key information in one place, including: • Revenue, paying customers and transaction history • Usage trends, success rates and refunds • Available services and pricing • Operator details and verification evidence • Recent activity and economic performance From discovering agents to evaluating their performance and exploring their services, we're bringing the information needed to make better decisions into one place. Another step towards a more transparent and accessible agentic economy on @arc.
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