Jeremy Allaire

here.

Your CEO, Jeremy Allaire, has called ARK Mainnet the most significant launch in company history since USDC itself, and that the launch embodies the premise of what Circle has operated on since its founding in 2013.

Those are obviously big words.

on the newest launch of ARK Mainnet.

That's one.

Another is Jeremy Allaire, the founder of Circle.

I used to be a very big Circle bull simply because it's the only way you can bet on a stable point.

And it's like pretty like cheap in the sense that um like compared to that whole like tvl i mean i mean if you're gonna do like tvl market cap stuff but like it it was a very simple idea you know n of one pure play of stable points you know second biggest stable point is space um yeah and then but like the more i ran into it the more i realized that jeremy also doesn't like get it get it he's like not a very move fast break things kind of guy um and so that's why i think like there's room for a second like stable coin to beat circle and that could be a guy and guy really gets it he's like a monster and he's gonna definitely gonna do everything in his power to really grow um if he has tvl and yeah usds uh market cap

The fact that USDC has been able to do this and agents are utilizing this, it's one of the fastest growth opportunities, I think, for crypto in general, and it's gonna be specific to Ethereum, Solana, and where USDC and Circle are gonna be playing.

Jeremy Allaire posted this right here.

This just shows you more indoctrination here, and that is USDC agent wallets now available in your Muse account, which is getting ready to be exposed over the next 12 months to normies.

We're talking about everybody out there understanding that under that little Muse, you know, kinda soft, cuddly thing is a powerful payment wallet.

Um, and I guess that's the question is whether the market will evo- will evolve by then.

Uh, you had a guy on, uh, Jeremy Allaire yesterday making the point that you don't really know how the market will evolve, and you can't tell from one day to the next, so, uh, who knows?

Yeah.

Jing, w- what impact do you think the IPO market here in North America, uh, might have on what's happening in, in China and on tech in China broadly?

This week, we've seen a number of companies push off their listings, raising the question what that could mean for Anthropic.

Few people know that dance better than Circle CEO Jeremy Allaire, who listed the company last year.

I wanna bring him on for some of his thoughts on all of this.

Jeremy, welcome back to the show.

Great.

Well, uh, Jeremy, I wanna thank you for coming on as always.

That is Jeremy Allaire, the co-founder, the CEO, and the chairman of Circle here on TI TV.

That does it for today's show.

And then you start to get to this idea of this confluence of AI and digital currency.

Jeremy Allaire, founder of Circle, wrote a great treatise recently on this, and he kinda described this idea of these waves coming together.

The only way you can have truly agentic commerce and smart money is you have to be able to have programmable money, which is where digital currency comes in.

It's actually really interesting that those two technologies evolve together, where the substrate of agentic commerce is basically being able to program money to do certain things, and that's really the basis for a digital currency.

There are some standards that have started to develop X402 being one of them.

And we were at the ARK Mainnet launch that talked and we were talking to Jeremy Allaire about the agentic economy and how X402 and stablecoins work within that.

Your former employer, BlackRock, you were former head of digital assets, I believe, at BlackRock.

They have put out plenty of research as well, as have you.