TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

jeremy allaire

T2 · manager / operator

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.

3 calls·1 name·100% bull·last heard 6 days ago·TBPN+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CRCLCircleposition

Circle USDC dominates 70% of real-world stablecoin transactions; building agentic labor market

USDC is 70% of real-world stablecoin transactions per Visa; Genius Act makes stablecoins part of official financial system; Circle building infrastructure for AI agents as cognitive workers — a cross-firm labor market with identity, reputation, and payment rails.

TBPN2026-08→

most discussed · click a bar to filter

recurring themes

3 total
$CRCL
···
Circle
HIGHjeremy allaire·TBPN·6 days ago· position
Circle USDC dominates 70% of real-world stablecoin transactions; building agentic labor market
USDC is 70% of real-world stablecoin transactions per Visa; Genius Act makes stablecoins part of official financial system; Circle building infrastructure for AI agents as cognitive workers — a cross-firm labor market with identity, reputation, and payment rails.
"Visa reported at the end of June 70% of real world stablecoin transactions happening with USDC... the agentic economy in some respects is about the transformation of cognitive wor…"
84:28
$CRCL
···
Circle
HIGHjeremy allaire·TBPN·6 days ago· position
Circle CEO: USDC dominates 70% of real-world stablecoin transactions; Genius Act integrates stablecoins into financial system
Stablecoins are moving from speculative to mainstream: Genius Act makes them officially part of the dollar financial system; USDC captures 70% of real-world stablecoin transactions (per Visa); 75% of Hyperliquid volume is now tokenized real-world assets; adoption spreading across payment companies, neobanks, ERP systems, and DTCC settlement.
"Visa reported at the end of June 70% of real world stablecoin transactions happening with USDC... close to 75% of the volume traded on Hyperlid was actually real world assets, tok…"
84:28
$CRCL
···
Circle
HIGHjeremy allaire·Kleiner Perkins·7 months ago· position
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 from BlackRock and Fidelity, positioning it as the foundational internet financial platform as companies transition to onchain operations.
"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 t…"
36:50