Unleash the AI agents, says Circle (CRCL) co-founder and CEO Jeremy Allaire. Allaire is aggressively using AI agents alongside human workers to help scale up its stablecoin business. Circle minted $83 billion in USD Coin (USDC-USD), missing the $88.82 billion estimate, and the average USDC in circulation of $76.5 billion came in just under the $77.48 billion consensus. These data points tell you Circle is growing, but not quite at the pace the most aggressive stablecoin bulls had penciled in. The bottom line is that Circle missed on core stablecoin volume metrics but beat on profitability.