Tomorrow marks the three-year anniversary of the USDC protocol. Coinbase and Circle are set to renegotiate how reserve fees are split—this claim hasn’t been officially confirmed yet, but people have already started betting on which direction it’ll go.
Circle just released an agent feature roadmap, with the narrative shifting from stablecoins to AI agents.
Several big-name influencers have listed it as an Alpha play, saying the upside is even bigger than BTC.
My take: the main line of attention this cycle isn’t stablecoins anymore—it’s the new story.
But Circle’s underlying revenue engine is still USDC interest. How the renewal is split will be the real test.
A roadmap isn’t the product yet—the agent features are still in the PPT stage.
There’s a huge split between bulls and bears. Some say large orders are scarce and the price action is propped up by talk; others say big money wrote it into a minimalist checklist early on.
If the renewal talks fall apart, can the new story hold up? If the talks succeed, how much premium is the AI narrative worth?
We’ll know tomorrow.
Circle just released an agent feature roadmap, with the narrative shifting from stablecoins to AI agents.
Several big-name influencers have listed it as an Alpha play, saying the upside is even bigger than BTC.
My take: the main line of attention this cycle isn’t stablecoins anymore—it’s the new story.
But Circle’s underlying revenue engine is still USDC interest. How the renewal is split will be the real test.
A roadmap isn’t the product yet—the agent features are still in the PPT stage.
There’s a huge split between bulls and bears. Some say large orders are scarce and the price action is propped up by talk; others say big money wrote it into a minimalist checklist early on.
If the renewal talks fall apart, can the new story hold up? If the talks succeed, how much premium is the AI narrative worth?
We’ll know tomorrow.