CRCL - equity - source-backed public claims only.
“Circle is in a really tough spot against Tether... and they really need to win Hyperliquid”
“USDC has become the most widely transacted digital currency in the world, bigger than anything else basically, and has overpassed, overtaken Tether in terms of transaction volume.”
“How are you thinking about the interaction between AI AI and crypto generally. There's been a lot of excitement even from people in AI about crypto and the intersection. But I'm curious if what your overall view is and then if it's positive, some maybe specific examples of where you expect to see it manifest first.”
“It used to be the case that if you were a fintech company and you wanted to expand internationally, you had to get licensed on a jurisdiction-by-jurisdiction basis. But now stablecoins are this enabling force that allows you to deliver USD banking products to businesses all over the world. So a lot of this funding is going to go towards making Slash this global product and bringing the caliber of product we've given to American entrepreneurs, but to business owners all over the world as well.”
“And they were like pretty well-versed. So I think that like one speaks to how high on the docket it got for them and like how important it is. And it has like, you know, I spent time there beginning of the year. We've spent more time recently as like Clarity Act has come about. And we think that, you know, it has certainly put the banks and the more stablecoin-friendly folks at odds.”
“Are we in a stablecoin winter broadly? Are you seeing—”
“Very, very cool. So, uh, how, how, like, when, when did you guys start thinking about this opportunity? Obviously, uh, uh, you know, everyone's thinking about stablecoins. We have more regulatory clarity than ever. Was this always on the roadmap or did you guys start to get customers saying like, hey, we want support for stables and not just BTC-related products?”
“Yeah. So it's been 4 years since we launched on Ventures and, you know, the world looks a lot different 4 years later. And we're excited to have $1 billion in fresh funds to deploy behind founders. Oh, thank you. Even though it It wasn't the biggest of the day. Huge.”
“Insane PMF. Insane PMF.”
“Yeah, I was reading an article in The Economist a couple of weeks ago about stablecoins going through a boom last year and then going through a bit of a winter or like a maybe just a, you know, stable volumes through the earlier part of this year. What are you seeing in terms of demand or tickets or usage of stablecoin-related features in fintech broadly?”
“we also by the way have the Genius Act, the stable coin bill is now passed into law. So we're not going to undo that. That is that is the law of the land.”
“I have wanted when when interest rates were really high, I my view is we really need interest rates to come down. We really need them to come down because that will help us grow. That will put more velocity of money in the place.”
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}AISO tracks public statements, not verified portfolio positions. This is not financial advice.