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

On February 25th, Circle CEO Jeremy Allaire commented on Circle’s Q4 and full-year 2025 performance. “We are at a turning 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 ecosystem, a new global economic system built natively on the internet.” “In my view, we are about to enter a world where billions or even hundreds of billions of AI agents will interact and perform economic functions online. They will need programmable digital dollars and open infrastructure to make this happen. And that is exactly what we have been building at Circle. Our Q4 performance shows that this is no longer just a vision—it is happening. USDC continues to expand, with our share of stablecoin trading volume approaching 50%, and our overall platform has far surpassed mere issuance, extending into the infrastructure layer of on-chain finance. Arc, CCTP, Circle Payments Network, StableFX—each is a cornerstone built for the future. The opportunities ahead are unprecedentedly huge, and Circle has only just begun.”