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Circle CEO: The Internet is evolving from transmitting information to transmitting value, a new global economic system will be built

2026-02-25 12:11

BlockBeats News, February 25th, Circle CEO Jeremy Allaire published a post evaluating Circle's performance in Q4 2025 and for the full year. "We are at an inflection point. The internet is evolving from transmitting information to transmitting value. Blockchain, stablecoins, and AI are not isolated trends — they are merging into a larger whole, a new global economic system native to the internet."


"In my view, we are on the cusp of a world where there will be tens of billions, even hundreds of billions, of AI agents interacting on the internet and performing economic functions. They will need programmable digital dollars and open infrastructure to accomplish this. This is exactly what we have been building at Circle. Circle's Q4 performance shows that this is no longer just a vision — it is happening. USDC continues to expand, our share of stablecoin trading volume is approaching 50%, and our overall platform has extended far beyond mere issuance, expanding into the infrastructure layer of on-chain finance. Arc, CCTP, Circle Payments Network, StableFX — each one is a cornerstone built for the future. The opportunities ahead are unprecedentedly vast, and Circle is just getting started."

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