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How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic “operating system” designed for a world where machines drive the real economy. Circle co-founder and CEO Jeremy Allaire joins Elad Gil to dive into the future of programmable money and the agentic economy. Jeremy explains why traditional banking fails to support the needs of AI agents, and how stablecoins like USDC facilitate an internet-native economy. They also discuss the tokenization of real-world assets, the move toward full-reserve banking, and Jeremy’s predictions for double-digit GDP growth as AI and blockchain reach their “broadband moment.” Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jerallaire | @circle Chapters: 00:00 – Cold Open 00:05 – Jeremy Allaire Introduction 00:21 – Origin Story of Circle 02:11 – Rethinking the Financial System 05:26 – The Role of Stablecoins 09:52 – Use Cases for USDC 11:30 – Programmable Money 12:25 – Blockchain as Operating System 14:37 – The Agentic Economy 17:45 – Arc Blockchain Use Cases 27:00 – Scaling Models and Privacy Tech 30:45 – Securitization of Other Assets Under the Blockchain 34:16 – Prediction Markets 35:09 – Incremental Revenue Through GPU Usage 37:19 – Jeremy’s 10 Year Future Vision 41:12 – AI and GDP 44:00 – Conclusion

Jeremy Allaireguest
Apr 9, 202644mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
April 9, 2026
Duration
44m
Channel
No Priors
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic “operating system” designed for a world where machines drive the real economy. Circle co-founder and CEO Jeremy Allaire joins Elad Gil to dive into the future of programmable money and the agentic economy. Jeremy explains why traditional banking fails to support the needs of AI agents, and how stablecoins like USDC facilitate an internet-native economy. They also discuss the tokenization of real-world assets, the move toward full-reserve banking, and Jeremy’s predictions for double-digit GDP growth as AI and blockchain reach their “broadband moment.” Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jerallaire | @circle Chapters: 00:00 – Cold Open 00:05 – Jeremy Allaire Introduction 00:21 – Origin Story of Circle 02:11 – Rethinking the Financial System 05:26 – The Role of Stablecoins 09:52 – Use Cases for USDC 11:30 – Programmable Money 12:25 – Blockchain as Operating System 14:37 – The Agentic Economy 17:45 – Arc Blockchain Use Cases 27:00 – Scaling Models and Privacy Tech 30:45 – Securitization of Other Assets Under the Blockchain 34:16 – Prediction Markets 35:09 – Incremental Revenue Through GPU Usage 37:19 – Jeremy’s 10 Year Future Vision 41:12 – AI and GDP 44:00 – Conclusion

SPEAKERS

  • Jeremy Allaire

    guest

    Co-founder and CEO of Circle, the company behind the USDC stablecoin.

EPISODE SUMMARY

In this episode of No Priors, featuring Jeremy Allaire, How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire explores how stablecoins and blockchains enable AI agent-driven global payments infrastructure Circle was founded on the idea of creating an internet-native “protocol for dollars” that enables instant, global, low-cost value transfer and programmable money.

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