Circle CEO: The Internet is transitioning from transmitting information to transmitting value, ushering in a new global economic system

February 25th: Circle CEO Jeremy Allaire released a post reviewing the firm’s Q4 2025 and full-year performance. “We’re at an inflection point. The internet is shifting from moving information to moving value. Blockchain, stablecoins, and AI aren’t isolated trends — they’re converging into a brand-new global economic system built natively on the web.” “I believe we’re on the cusp of a world with billions — if not hundreds of billions — of AI agents operating online and carrying out economic functions. These agents will need programmable digital dollars and open infrastructure to make this a reality. That’s exactly what we’ve been building at Circle. Our Q4 performance shows this isn’t just a vision anymore — it’s happening.” “USDC keeps growing: our share of stablecoin trading volume is nearly 50%. Our platform has expanded well beyond just issuance, moving into the infrastructure layer of on-chain finance. Arc, CCTP, the Circle Payments Network, and StableFX? Each is a cornerstone built for the future. The opportunities ahead are unprecedentedly vast, and Circle is just getting started.”