What a week for @circle and @USDC. Just in the past 7 days: • Circle received final OCC approval to establish Circle National Trust, bringing USDC infrastructure under a federally regulated trust bank framework. • USDC served as the preferred stablecoin for the cash leg of transactions behind @The_DTCC’s move into live, production-grade tokenization. • Marex began allowing clients to post USDC as margin for derivatives, bringing stablecoins into institutional clearing and collateral workflows. • Circle signed an agreement with JCB, Japan’s largest card network, to explore USDC-powered cross-border payments and merchant transactions. • Circle Gateway and Circle Payments Network became natively accessible through @FireblocksHQ, making it easier for institutions to manage USDC across chains and settle payments globally. • Circle joined the @x402Foundation as a founding member, helping establish an open standard for internet-native payments across AI agents, APIs, and applications. • Circle partnered with Grupo BIND to expand institutional access to USDC in Argentina. • @BNYglobal highlighted its expanded partnership with Circle during its Q2 earnings call, including new capabilities that allow institutional clients to custody, mint, and redeem USDC through BNY’s banking platform. Mainstream stablecoin adoption has arrived and it is being powered by Circle & $USDC.

Financial infrastructure at institutional scale depends on selective transparency. Arc’s approach to opt-in privacy is a first of its kind, allowing confidentiality, verification, and disclosure to be expressed as programmable properties of the system. It enables parties to operate: • Private where commerce requires it. • Verifiable where trust requires it. • Disclosable where regulation requires it. • Programmable throughout.

To transact, agents need wallets, permissions, discovery, and settlement built to match the ambitions of AI. Circle Agent Stack brings a comprehensive financial layer for agents together with @USDC at the core.

Stablecoins are averaging nearly $10 trillion in monthly transaction volume so far in 2026 (through April), up 93% from their 2025 monthly averages. @USDC is driving the majority of stablecoin activity, accounting for nearly 77.7% of total stablecoin volume year to date.