Subvolts take AI agents need a financial operating system; Circle's Arc Blockchain aims to be it. Apr 9, 2026 - Developers
- Learn about the infrastructure and financial primitives needed for AI agents to interact economically.
- Business
- Understand how AI agents and blockchain could reshape financial systems and create new economic opportunities.
This episode features a CEO discussing a foundational economic system for AI agents, connecting blockchain and AI's future.
The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
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From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
No Priors hosts Sarah Guo and Elad Gil interview Circle CEO Jeremy Allaire about the agentic economy. Allaire discusses how AI agents need a trustworthy system for value storage and contract execution, proposing Circle's Arc Blockchain as an economic operating system. The episode covers programmable money, stablecoins like USDC, tokenization of real-world assets, and predictions for AI-driven GDP growth.
This episode explores how future AI "agents" will need a special kind of internet money and banking system to work together. Circle's CEO explains how their blockchain technology could create this new system, making it easier for AI to handle money and contracts, potentially boosting the economy.
This episode offers insight into the infrastructure needed for AI agents to operate within the financial system. It's for business leaders, developers, and policymakers interested in the intersection of AI, blockchain, and finance. Allaire's vision of an "agentic economy" and Arc Blockchain as a foundational layer connects to current frontier lab efforts in building more capable and autonomous AI systems that will eventually need to interact with economic realities.
- HostSarah Guo
- HostElad Gil
- GuestJeremy AllaireCo-founder and CEO, Circle
- Guest: Jeremy Allaire, Co-founder and CEO of Circle
- Episode Title: The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
- Show: No Priors
- Length: 44 minutes
- Core Concept: Circle's Arc Blockchain as an economic operating system for AI agents.
- Economic Prediction: Double-digit GDP growth as AI and blockchain reach their 'broadband moment'.
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.”
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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
- Agentic Economy
- Jeremy Allaire
- An economy where AI agents work together to perform tasks and transactions.
- Stablecoins
- Jeremy Allaire
- Digital currencies designed to minimize price volatility, often pegged to a stable asset like the US dollar.
- Tokenization
- Jeremy Allaire
- Representing real-world assets, like property or stocks, as digital tokens on a blockchain.
39 min1 h 1136 minSame guests, other shows
1 h 30Money After AI: Meet the New Digital Dollar Built for the Internet "Stablecoins" w/ Jeremy Allaire, Emad Mostaque & Salim Ismail | EP #200
WithJeremy Allaire, Emad Mostaque, Salim Ismail
Questions people ask
- What is the agentic economy?
- The agentic economy is a future economic system where AI agents collaborate and drive economic activity, requiring a trustworthy medium for value storage and contract execution.
- How do stablecoins like USDC fit into this?
- Stablecoins like USDC facilitate an internet-native economy by providing a trustworthy, programmable medium of exchange for AI agents and digital transactions.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Conviction.