Circle CEO: 'We Do See Significant Revenue Potential From Arc Over Time'

Circle CEO Jeremy Allaire discussed the revenue potential of Arc, an economic operating system for the internet, during a CNBC interview. He highlighted the competitive advantages of Arc, including dollar-priced fees, sub-second settlement finality, and privacy features tailored for enterprises. The Arc public testnet launched on October 28, with a mainnet expected in 2026. Allaire emphasized the growing adoption of USDC in emerging markets, particularly in the Middle East, where businesses are leveraging digital dollars for efficient cross-border transactions. He indicated that regulatory developments in the U.S. regarding payment stablecoins have facilitated easier integrations for larger firms. Over 100 companies from various sectors are reportedly involved in Arc's development, focusing on creating a collaborative, transactional environment rather than a single-company ecosystem. Allaire's vision for Arc is to fundamentally shift financial workflows online, offering predictable costs and compliance-friendly privacy controls to better integrate commerce into programmable frameworks.

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