USDC

7 statements across 2 episodes · 6 bullish · 0 bearish · 2 people on the record · first statement Jan 23, 2026 by Brian Armstrong · said 5 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Jeremy Allaire (4), Jason Calacanis (1)

tap a year for its mentions
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every mention, scene by scene, with the transcript →

Everything said about USDC, 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 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 bullish
Assertion Not checkable as stated
Allaire: World's largest electronic market firms are top USDC users
“You know who the biggest users of USDC are? It's actually, it is a form of gamblers, which is, it's the biggest electronic markets firms in the world.”
Jeremy Allaire Jan 25, 2026 ▶ 38:30 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 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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