Circle

0 statements across 0 episodes · 9 bullish · 2 bearish · 2 people on the record · first statement Jan 23, 2026 by Brian Armstrong · said 67 times in 22 episodes since 2021 · across every show →

Mentions by year

brought up most by Jason Calacanis (43), Jeremy Allaire (13), Thomas Laffont (5), Chamath Palihapitiya (3), Kevin O'Leary (2), Bill Gurley (1)

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0815202120222023202420252026episodes it came up in
007.57.51515202120222023202420252026episodesmentions per episode
2026 25 mentions in 2 episodes 13 per episode
2025 32 mentions in 14 episodes 2 per episode
2024 3 mentions in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 2 mentions in 1 episode
2021 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Circle, oldest first

Jan 23, 2026 positive
Assertion Supported
Armstrong: USDC is the largest regulated stablecoin globally
“USDC is the largest regulated stablecoin, because it is compliant under Genius in the US, they're compliant under Mika in Europe, et cetera.”
Brian Armstrong Jan 23, 2026 ▶ 10:44 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 neutral
Disclosure
Armstrong: Coinbase does not have an exclusivity deal with Circle
“We don't have like an exclusive with circle or anything like that. We actually list other stable coins on our platform.”
Brian Armstrong Jan 23, 2026 ▶ 11:15 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 25, 2026 bullish
Insight
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.”
Jeremy Allaire Jan 25, 2026 ▶ 25:08 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026
Assertion Partly supported
Allaire: Circle saw 1,000% annual USDC growth during low interest rates
“When interest rates were actually very low we saw a thousand percent year over year growth two years straight.”
Jeremy Allaire Jan 25, 2026 ▶ 24:03 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 neutral
Assertion Supported
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.”
Jeremy Allaire Jan 25, 2026 ▶ 17:12 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Disclosure
Allaire: Circle stablecoins are fully reserved with ultra-safe assets
“The model that we built, which is fully reserved with, like, Ultra safe assets and, you know, have, we have regulators look after it and auditors look after it and make sure it's all done the right way.”
Jeremy Allaire Jan 25, 2026 ▶ 5:38 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Prediction Not checkable as stated
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.”
Jeremy Allaire Jan 25, 2026 ▶ 20:46 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Assertion Supported
Allaire: Circle operates the largest euro-based stablecoin
“We have the largest euro-based stablecoin.”
Jeremy Allaire Jan 25, 2026 ▶ 35:16 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 negative
Prediction Not checkable as stated
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…”
Jeremy Allaire Jan 25, 2026 ▶ 32:22 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Disclosure
Circle received conditional approval for First National Digital Currency Bank
“We've received conditional approval for something called First National Digital Currency Bank, which is a national trust bank that we're setting up to be part of how we operate USDC as well.”
Jeremy Allaire Jan 25, 2026 ▶ 28:56 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 negative
Opinion
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 Jan 25, 2026 ▶ 32:01 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Disclosure
Allaire: Circle has more bank engagement than ever before
“We're having more engagement with more banks In the world than we've ever had before.”
Jeremy Allaire Jan 25, 2026 ▶ 18:53 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 bullish
Disclosure
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.”
Jeremy Allaire Jan 25, 2026 ▶ 20:23 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 bullish
Assertion Supported
Allaire: USDC is growing faster than other major stablecoins
“USDC, amongst the largest stablecoins, has been growing faster.”
Jeremy Allaire Jan 25, 2026 ▶ 21:38 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
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