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▶ 36:50 · $CRCL · The Safest Dollar on the Internet | Circle CEO Jeremy Allaire
episode briefing
Kleiner Perkins

The Safest Dollar on the Internet | Circle CEO Jeremy Allaire

2026-01-26 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
speakers
jeremy allaire

Serial entrepreneur on his third company (fourth founding effort) and third IPO; has built Circle over 12+ years into a public company (~$20B market cap) issuing USDC, the largest regulated stablecoin; led the company through a near-bankruptcy moment in 2019 and the passage of the Genius Act establishing federal stablecoin law.

quote
“we had, you know, BlackRock and Fidelity and some of the greatest investors in the world coming and writing, you know, 300-400 million checks into the company. And it was like a totally different world. And literally that changed in effect…”
—jeremy allaire

episode shorts · 2

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$CRCL···bullish· high· posjeremy allaire
Circle CEO: USDC now legally enshrined as full-reserve digital dollar with 10-20 year runway
Circle's USDC is the leading regulated full-reserve stablecoin now codified into federal law via the Genius Act, with revenue scaling from $8.5M to $1.4B and strategic backing fro…