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

In a recent CNBC interview, Circle CEO Jeremy Allaire discussed the revenue potential of Arc, describing it as an 'economic OS for the internet.' He highlighted its features including dollar-priced fees, fast transaction finality of less than a second, and enhanced privacy controls. The public testnet for Arc was launched on October 28, 2025, with the mainnet expected in 2026. Allaire emphasized the rising use of USDC in emerging markets, particularly in the Middle East, where businesses are leveraging digital dollars for cross-border transactions. He asserted that USDC facilitates a smoother transition from legacy banking systems. The Arc framework is designed for diverse financial activities such as payments and lending, targeting companies across sectors with a model focused on transactional efficiency and community governance. Overall, Allaire conveyed a positive outlook on the growth of stablecoins, asserting that demand has significantly risen, contrary to perceptions of stagnation.

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