51 Insights

51 Insights

CEO Notes

Circle isn't a stablecoin company anymore

Marc Baumann's avatar
Sangam Bharti's avatar
Marc Baumann and Sangam Bharti
May 12, 2026
∙ Paid

Hey, it’s Marc,

On May 11, 2026, Circle released its Q1 2026 report and it was more than just the revenue. Circle is evolving into more than a stablecoin company. With $21.5T in USDC quarterly transaction volume and the launch of the $3B Arc Network, Circle is betting everything on agentic commerce. They are building the Circle Agent Stack, an open, pro…

User's avatar

Continue reading this post for free, courtesy of Marc Baumann.

Or purchase a paid subscription.
© 2026 Marc Baumann · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture