JUST IN: @circle CEO @jerallaire has issued a statement after $CRCL fell over 16%, arguing Open Standard Dollar ($OUSD) will struggle to match $USDC’s network effects, global liquidity and regulatory reach.

JUST IN - JERA, Japan's largest power producer, in partnership with major U.S. technology companies, to build a $3 billion gas-fired power plant in the U.S., for a co-located data center designed for training LLMs, scheduled to begin operating 2028 — Nikkei

Circle's CEO isn't panicking about OUSD Jeremy Allaire (@jerallaire) laid out why USDC's decade of network effects will be hard to replicate, responding to investor questions after $CRCL dropped 16% on Open USD's launch. His numbers: per Artemis, $USDC handled nearly $30T in onchain transactions in Q1 2026, 80% of all dollar stablecoin volume. $USDT took the rest. Every other stablecoin combined barely registered. He also picked apart OUSD's pitch point by point. Free mint and burn, revenue sharing, consortium governance. Called each one weaker than it looks on paper. solana:9Pm3nyJpnLXQ2aDP2KGA2CRbJKrGShZQb7JbcQA3pump launched Tuesday backed by Visa, Mastercard, Stripe, BlackRock and Coinbase. 140+ partners deep. Network effects versus 140 companies with skin in the game. Which wins?

At @VivaTech, @jerallaire discussed how blockchains have matured into economic operating systems for value, contracts, and governance. The next shift is where those systems meet AI, creating a new platform layer for economic activity on the internet.

The internet gave us standards for information and communication. The next phase is building standards for money and identity. @jerallaire on why AI and blockchain based financial infrastructure are accelerating the need for internet native identity systems.

For @Lynq_Network, helping large-scale firms move on chain meant: • risk management tools • scalable throughput • the stability of an Avalanche L1 that’s built for their business. Jerald David, CEO of Lynq, explains. 🔺