According to Jeremy Allaire, CEO of Circle, Artificial Intelligence (AI), blockchain technology and stablecoins are emerging as core pillars of a new global economic system.
During Circle’s fourth quarter 2025 earnings call on Wednesday, Allaire emphasized the vision of integrating AI, blockchain and stablecoins into a much larger infrastructure.
“We are entering a world where, in my view, tens or even hundreds of billions of AI agents will interact and perform economic functions on the Internet,” Allaire said in an X post.
Circle Q4 revenue, earnings reserves reach $770 million
Allaire’s bold outlook on the integrated future of AI, blockchain technology and stablecoins comes after Circle’s Q4 2025 results, which saw revenues and earnings reserves grow 77% year-over-year to a record $770 million. This performance exceeded Wall Street’s estimate of $747 million, underscoring the growing demand for regulated stablecoin infrastructure.
Circle’s stablecoin USDC had a circulation of $75.3 billion by the end of 2025, an increase of 75%, supported by $11.9 trillion in on-chain volume, up 247% from the fourth quarter.
Allaire began his thesis on the rise of agentic computation leading to a new global economic system in which billions of autonomous AI agents will continue to require a programmable medium of exchange to function.
“AI agents will drive economic activity continuously, at high velocity, and often at a fraction of a percent,” Allaire said.
The Circle CEO argued that traditional banking systems are becoming increasingly less able to support a machine-driven economy, making stablecoins the most viable alternative.
Boom in crypto AI sector
The crypto AI segment has recorded modest gains in the last 24 hours, with its market capitalization rising by more than 8% to $14.1 billion. According to CoinGecko, AI-related tokens such as Internet Computer (ICP), Pipin, Unbase (UB) and Grass have grown by double digits.
Looking ahead, as investors consider the structural and fundamental growth of the crypto AI sector, the market outlook remains fragile, impacted by macroeconomic uncertainty, geopolitical tensions and bear-market sluggishness. Therefore, there is a need to proceed with caution while implementing risk mitigation systems.
Bitcoin, Altcoins, Stablecoins FAQ
Bitcoin is the largest cryptocurrency by market capitalization, a virtual currency designed to be used as money. This form of payment cannot be controlled by any one person, group or entity, which eliminates the need for third party involvement during financial transactions.
Altcoins are any cryptocurrency other than Bitcoin, but some people also consider Ethereum a non-altcoin because of the forking of these two cryptocurrencies. If this is true, then Litecoin is the first altcoin built from the Bitcoin protocol and, therefore, an “improved” version of it.
Stablecoins are cryptocurrencies designed to have a stable price, their value backed by the reserve of the asset it represents. To achieve this, the value of a stablecoin is pegged to a commodity or financial instrument, such as the US dollar (USD), whose supply or demand is controlled by an algorithm. The main goal of stablecoins is to provide on/off-ramps for investors looking to trade and invest in cryptocurrencies. Stablecoins also allow investors to store value as cryptocurrencies, in general, are subject to volatility.
Bitcoin dominance is the ratio of the market capitalization of Bitcoin to the total market capitalization of all cryptocurrencies. This provides a clear picture of the interest in Bitcoin among investors. High BTC dominance typically occurs before and during bullish rallies, with investors resorting to investing in relatively stable and high market capitalization cryptocurrencies like Bitcoin. A decline in BTC dominance usually means that investors are moving their capital and/or profits into altcoins in search of higher returns, which usually triggers the explosion of altcoin rallies.
