CFO of Circle, the issuer of USDC stablecoin and builder of ARC blockchain. Leads financial strategy for the company building market-neutral infrastructure for the internet financial system.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
USDC circulation doubled YoY to $73.7B with utility up 580% as onchain transactions hit $9.6T, driven by dollarization demand and cross-border payment adoption; Circle's market-neutral infrastructure across blockchain, stablecoin, and application layers positions it to capture the internet financial system mega-trend.