Jeremy Allaire: How Agents Will Create The Biggest Market Boom Ever (My Full Vision)

Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance.

Mobile existed for fifteen years before iOS and Android made it actually work. Jeremy Allaire thinks blockchains just hit the same moment. On Arc's launch day, he lays out why Circle built a network operating system rather than another chain, and how the agentic economy requires two systems working together: intelligence layers for the thinking, economic layers for the trust and execution. DTCC has already copied to Arc, along with tokenized equity issuers, bond and credit issuers, and more than a dozen foreign currency stablecoins. He closes on why flat stablecoin supply during a bear market is a healthy signal, not a worrying one.

Jeremy Allaire is the CEO of Circle, the issuer of USDC and the company behind the Arc network.

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