Circle Just Fixed Stablecoins (And It Changes Everything)

Circle just solved one of crypto's biggest UX problems: paying gas fees with the tokens you're already using.

In this episode, we sit down with Rachel Mayer, Product Lead at Circle, to break down Arc, their new L1, and why it could completely redefine stablecoins, payments, and onchain money infrastructure.

We discuss:

- Why Circle built Arc as an L1 (not an L2)
- Stablecoin-as-Gas: the hidden unlock for global payments
- Instant settlement and privacy at scale
- How $8T/day FX markets could move onchain
- Why multi-currency stablecoins are the next frontier
- USDC’s evolution and Circle’s new liquidity strategy
- The battle for “onchain dollars” between Circle, Hyperliquid & others

The Rollup