“We’re moving from early adopters → mainstream scale.” by @jerallaire from @circle during @ADFinanceWeek 2025 🇦🇪 Jeremy Allaire’s thesis in one line: AI = the brain of the new economy Blockchain = the financial bloodstream USDC volumes hit $50T+, on-chain activity is exploding, and Circle’s new economic OS ( @arc + CPN + stablecoin FX + tokenization rails) is onboarding: • Global banks • Top asset managers • The largest payment networks • Leading AI platforms Within 3–5 years, billions of AI agents will transact on-chain, every corporation will run economic operations through an OS like Arc, and stablecoins will be the default settlement layer. This is what the internet-native financial system looks like.