Jeremy Allaire
Co-Founder & CEO, Circle. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
founderexecutiveengineer@jerallaire ↗LinkedIn ↗circle.com ↗Wikipedia ↗
Jeremy Allaire is the co-founder and CEO of Circle, a financial technology company known for developing the widely used dollar-backed stablecoin USDC. Prior to Circle, he co-founded Allaire Corporation and founded the cloud video platform Brightcove, taking both public.
2shows
2appearances
46statements
14resolved
10supported
3contradicted
71%fully supported
13said about them ↓ Everything Jeremy Allaire said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Allaire: Double-Digit GDP Growth in the 2030s Is Achievable in Many Regions
“It does feel like we have the potential for double-digit GDP numbers in the twenty-thirties. Like, that's, that seems not unrealistic to me. Not that that's going to be uniform all around the world, but certainly in large, large parts of the world, that seems …”
Allaire: Global economy will depend on the US dollar for 30 to 50 years
“Our existing economic system, like, it does depend on really major reserve currencies like the dollar, and my view is, like, that's going to continue for a while maybe 30, 4050 years.”
Allaire: AI agents will conduct and transact white-collar work with each other
“More and more of the actual work that is done in the real economy especially in in, in, you know, kind of the, what we call the white collar economy, but in, in many, many areas of service and delivery and so on, like so much of that is going to be conducted B…”
Allaire: USDC is the world's most transacted digital currency
“So now today, like you know, you actually can look at like transaction volumes of USDC, which is by far the most transacted digital currency in the world, way more than anything else.”
Allaire: Arc blockchain uses a known validator set of financial infrastructure firms
“It's actually a known validator set, and so the infrastructure operators of AHRQ are major financial infrastructure companies, and so, and those are companies that are held to these very high standards for InfoSec compliance, reliability, availability, et cete…”
Allaire: Hybrid on-chain organizations may be most productive in economic history
“The formation of these kind of on-chain organizations that have different forms of governance and contracting and a mixture of human and agentic actors, like that seems like we're going to have a lot more of that. We're going to probably have huge proliferatio…”
Jeremy Allaire: Marginal value of a new dollar stablecoin is zero
“The marginal value of a net new dollar stablecoin coming into the market is essentially zero.”
Jeremy Allaire predicts companies will not build proprietary stablecoins
“Yeah, I don't see that. I think this is a lot like other internet platform markets. Like, everyone doesn't need their own data center. Everyone didn't need their own vertical search engines. Yeah. You know, everyone, you know, there are a lot of things that pe…”
Allaire predicts AI will drive extraordinary GDP growth over next 15 years
“I think we're going to see an acceleration of GDP growth. Pick, pick your time frame. Three, five, 10, 15 years. Like, we're gonna see, I think, an extraordinary period of economic growth acceleration.”
Allaire: Bitcoin is full-reserve money because base-layer fractional lending is impossible
“And in some ways, Bitcoin is full reserve money because you know, you kind of, there is no way to fractionally lend Bitcoin per se.”
Allaire: Visa uses USDC to move money internally instead of legacy banking
“Visa actually using it themselves to actually move money on their own internal network instead of using the legacy banking system”
Allaire: Circle's Arc enables transactions costing a millionth of a penny
“And so with ARK, which we can come back to, you know, we now have an infrastructure where we can conduct transactions for a millionth of a penny which just was never feasible before.”
Allaire: AI agents require blockchain infrastructure to coordinate and execute contracts
“They need a medium
A trust, a trustworthy medium where they can do that, where they can instantiate an entity, where they can store value in that entity. They can execute and arrange contracts that intermediate the work and the tasks, and that where all of it …”
Allaire: Arc uses USDC as its default native gas token
“The other piece is that it's sort of designed with real money as the foundation. So there's not like a volatile gas token. USDC is actually the default native token.”
Allaire: Circle is the most actively traded tokenized stock
“There are tokenized stocks that are out there, and the most active tokenized stock today is not Tesla. It's not the S&P index. It's actually Circle.”
Allaire: NASDAQ and NYSE are actively moving to support tokenized securities
“Brokers and exchanges want to take those and support those tokens and trading on those tokens and distribution of those tokens. So NASDAQ, New York Stock Exchange, all of them, they're all doing this as we speak.”
Allaire: Consumers will never use Bitcoin to buy a cup of coffee
“No one's going to buy a cup of coffee with a bitcoin, etc.”
Allaire: Mainstream crypto adoption requires integrating with traditional finance and regulators
“If you want it to work that way, well, you know, you have to integrate with the existing system, and you have to work with policymakers to figure that out. There's just no other way.”
Allaire: Genius Act prohibits Circle from paying interest to stablecoin holders
“Under the Genius Act, Circle, as a payment stablecoin issuer, we're prohibited from paying interest directly to stablecoin holders.”
Allaire: A global bank moves internal funds using USDC
“There's a global systemically important bank we work with who's actually moving their own money between their own global branches using USDC, because it's faster than going through the correspondent banking system.”
Allaire: Circle and regulators will figure out stablecoin reward mechanisms
“I think you know, we'll, we'll figure out this rewards thing. I'm very sure.”
Allaire: The legal electronic money TAM is currently 120 trillion dollars
“The TAM Of legal electronic money today is about a 120 trillion dollars, and growing because of monetary easing and things like that, but Of that there's about 60 trillion dollars, which is physical cash and non-interest-bearing demand deposits, so kind of wor…”
Allaire: USDC circulation growth is inversely correlated with interest rates
“We've had a multi-hundred percent increase in the amount of USDC in circulation, and so there's an inverse correlation there.”
The other half of the tape: Jeremy Allaire's own voice is left out of every number here. Other people bring the name up 13 times in 10 episodes across the shows. every mention, with the transcript →
Who brings them up most Jason Calacanis 13
Every mention by year
tap a year for its mentions
All-In 13
2026 1 mention in 1 episode
2025 10 mentions in 7 episodes 1 per episode
- 2025 Predictions: Tech, Business, Media, Politics!
- Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- every mention in 2025, scene by scene →
One line per show, most statements first. The link opens Jeremy's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| ALL-INLEDGER | Co-Founder & CEO, Circle | 1 | 25 | 67% 4/6 | full record on All-In → |
 NO PRIORSLEDGER | Co-Founder & CEO, Circle | 1 | 21 | 75% 6/8 | full record on No Priors → |