Just spent 90 minutes in a alignment meeting to discuss scheduling a pre-alignment meeting for next quarter's strategy sync. I can feel my soul leaving my body. 😂

Bitcoin is better on @Arc cirbtc.cool/

USDC rewards in even more countries 🇧🇷 Directly on Coinbase.

The cloture vote on the CLARITY Act is tomorrow. This isn’t a vote about politics. It's about the millions of Americans and business owners who use crypto to invest, save, and cut down on costs. Every Senator needs to know it.

Choose one: - Ratio’d by Cobie - Screenshot by Inversebrah

Over 1% of CRCL is held as tokenized stock, over $280M, more than any other publicly traded company in the world. What year the flippening?

It's a great day to be Canadian. Eligible investors in Canada can now trade crypto derivatives on Coinbase. A first for regulated crypto exchanges in the country.

Selling advertising space in our logo. Unserious bidders only.

JESSE POLLAK FIRES BACK AT CLAIMS COINBASE IS “SELLING ETH.” He says Coinbase remains the largest non-DAT Ethereum holder by an order of magnitude.

New proposed accounting rules are an enormous strategic unlock for the adoption of digital dollars such as USDC Combined with the GENIUS Act, FASB rules will make USDC widely usable by corporations and financial institutions everywhere. This is a nine out of 10 in terms of strategic importance. fasb.org/news-and-meetings/i…

COINBASE CEO BRIAN ARMSTRONG: “YOU’LL BE SAD IF YOU DON’T OWN AT LEAST 5% BITCOIN.” HIS TARGET: $1,000,000 $BTC BY 2030. THE CEO OF COINBASE IS TELLING YOU TO OWN BITCOIN BEFORE SEVEN FIGURES. READ THAT AGAIN.

Stablecoins are moving into the mainstream. @jerallaire on the global shift toward regulated digital dollars, and the network Circle has built around USDC.

Paper money.

AI agents are moving from executing narrow tasks to holding discretion over balance sheets. @gordonliao discusses why the rails those agents transact on will define the next five to ten years of finance.

JUST IN: 🇺🇸 Coinbase buys 819 BTC worth $52 million for their balance sheet 👀 Now they hold 17,311 BTC, making them the 9th largest public company holding Bitcoin! 💥

Circle Current Korea. 🇰🇷 In Seoul, builders, policymakers, and financial leaders came together to discuss stablecoins, digital dollars, and blockchain-based payment infrastructure. The conversation has moved beyond potential. It is about infrastructure, trust, and what comes next.

🏦"Establishing that bank as the first de novo digital asset bank by the OCC in American history is a very big milestone," Circle CEO Jeremy Allaire said this week. 🗨️ "It gives us the infrastructure to manage USDC directly as the largest regulated digital dollar in the world."

Staked doesn’t have to mean stuck. Borrow up to $100k in USDC against your staked SOL via jitoSOL and continue earning your staking rewards. Plus, access your borrowed funds instantly. It’s easy. See how ↓

Engineers at Coinbase are getting closer to recursive self-improvement, or loops. For instance, agents can now ingest and summarize customer feedback collected right in the app, prioritize bugs and features based on that feedback, draft the code, security review it, and provide it to a human engineer for final review. All happens automatically each day and it learns from the human edits to improve over time. We're finding more areas to introduce loops across the company. Instead of prompting agents with what to do, you can increasingly give them a goal, and they bring back high quality work for you to review.

USDC is powering institutional markets. Marex now offers USDC as initial margin collateral. Clients can move collateral at internet-speed, 24/7 to keep pace with always-on markets and enhance capital efficiency. marex.com/investors/press-re…

USDC HITS $79B. YET CIRCLE KEEPS LESS OF THE PIE EVERY YEAR. Q1 2026: $694M in revenue. $407M paid out in distribution costs, up 17% YoY. Net income? Just $55M. That's a net margin of roughly 8%. Full year 2025 was worse: $2.7B in revenue and a net loss of $70M, driven largely by $424M in stock-based compensation tied to the IPO. USDC keeps growing. Distribution partners keep eating a bigger share of the yield every quarter. Now Hyperliquid takes it further. Its AQAv2 framework routes ~90% of reserve-yield revenue straight back to the protocol, not Circle. JPMorgan already flagged it as a near-term earnings headwind. Open USD launches with a model explicitly designed to route even more reserve income to distributors than Circle already keeps for itself. Scale isn't fixing Circle's margin problem. It's just making it more visible. cryptoslate.com/usdc-keeps-w…