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Circle CEO: The Internet is Transitioning from the "Information Age" to the "Value Age," AI Agents and Stablecoins Will Reconstruct the Global Economic System

2026-02-25 12:14

Odaily News: Circle CEO Jeremy Allaire commented on Circle's Q4 and full-year 2025 performance on platform X. "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 converging into a larger combination, a new global economic system natively built on the internet."

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