Circle CEO Jeremy Allaire has highlighted a pivotal shift in the internet's evolution, emphasizing the transition from information transmission to value transmission. In a recent statement, Allaire noted the convergence of blockchain, stablecoins, and AI as integral to forming a new global economic system. He envisions a future where AI agents perform economic functions online, necessitating programmable digital currencies and open infrastructure, which Circle is actively developing. Circle's Q4 2025 results underscore this vision, with USDC's market presence growing and stablecoin trading volume nearing 50%. The company's platform has expanded beyond issuance to include infrastructure components like Arc, CCTP, and the Circle Payments Network, positioning it as a foundational player in on-chain finance. Allaire asserts that the opportunities for growth and innovation in this space are unprecedented.