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molly

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·Sourcery VC
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$CRCLCircleposition

Coinbase reignites USDC with Circle: stablecoins as crypto's 'next killer app'

Circle (USDC issuer, originally a JV with Coinbase) has been a huge success and the commercial partnership has been renewed after dissolving the JV. USDC underpins the agentic infrastructure (X402, Base) and stablecoin payments are growing 'like crazy' even in winter, making Circle a core position for the agentic economy.

Sourcery VC2026-06→

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$CRCL
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Circle
HIGHmolly·Sourcery VC·2 months ago· position
Coinbase reignites USDC with Circle: stablecoins as crypto's 'next killer app'
Circle (USDC issuer, originally a JV with Coinbase) has been a huge success and the commercial partnership has been renewed after dissolving the JV. USDC underpins the agentic infrastructure (X402, Base) and stablecoin payments are growing 'like crazy' even in winter, making Circle a core position for the agentic economy.
"USDC was formed by Coinbase and Circle. It was actually a joint venture back in the day. I served on its board and then we did a new commercial partnership to replace that JV inst…"
13:52