USDC answers to a new EU regulator from tomorrow The European Banking Authority will start directly supervising @circle’s $USDC in the EU on Thursday, November 12. It takes over checks on the stablecoin’s reserves, capital, liquidity, and redemption plans from France’s regulator ACPR, which keeps oversight of governance and conflicts of interest. The switch follows the EBA’s October 14 decision to label USDC a “significant” e-money token under MiCA, the first of 45 notified tokens to get that tag. It covers only USDC issued by Circle’s French entity, and the EBA will review the label every year.

USDC Supply Slides To $71.13B (#244#) $USDC is $1.09B lighter over seven days and 11% below its April record. DEWS ALERT+ rose to nine coins. A Bank Run Gauge print of -10, from -4.6, would move the next lead from supply to flows. See the map.

USDC growth starts with strong ecosystem partners. At @SuiNetwork Basecamp 2026, Circle VP of Platform and Networks Matt Stafford discusses how partnerships with networks and platforms like Binance can help expand USDC adoption and utility.

USDC just became too big for Europe to ignore. It's the EU's first "significant" stablecoin, the only one out of 45, with EBA oversight starting Nov 12. The stablecoin era is here.

USDC on Arc gives agents a way to pay for the intelligence they use. Jamie, founder of Alethieum, is building Ando so apps, agents, and robots can access intelligence and pay for it directly. In this conversation with @bleso_a, Jamie explains why existing payment flows fall short, how MPP-I works, and why he chose Arc for USDC settlement. Plus, a demo of Ando Wallet with an app, an autonomous agent, and a robot simulation sending testnet USDC. Chapters 0:00 The Ando story and open access to intelligence 8:31 MPP-I: handling payment without interrupting inference 11:03 Inside the inference and payment flow 23:34 Why Arc: fast finality and USDC gas 32:24 Open access and the Ando Wallet walkthrough 49:06 Connecting OpenCode to Ando 54:02 Hermes manages its own inference 57:57 Ritchie robot simulation 1:02:30 The robot sends testnet USDC; the Circle tools behind Ando 1:08:16 What the agent economy could look like 1:12:03 Jamie’s advice for developers building on Arc

USDC supply has stayed between roughly $70B and $80B for 12 months, far above MiCA’s €5B threshold. On Oct 14, the EBA named USDC the first significant e-money token among 45 notified EMTs. Direct EBA oversight of reserves and liquidity starts Nov 12.

USDC Triggers a New Milestone Under MiCA Circle’s (@circle) ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 has become the first e-money token classified as significant under the EU’s MiCA rules. The European Banking Authority made the classification after assessing regulatory criteria. From November 12, 2026, the EBA will take over direct supervision of USDC’s reserves, liquidity, and redemption plans. The EU currently has 45 notified e-money tokens, making USDC the first to receive this designation.