Circle CEO Jeremy Allaire responded to Open USD's launch by emphasizing USDC's established moat, citing its liquidity, regulatory access, and extensive integrations as key differentiators. He challenged Open USD to prove its distribution can translate into regulated transaction flow and repeat usage before USDC's network effect is overcome.
Circle CEO Jeremy Allaire criticized Open USD's proposed business model, questioning its sustainability and competitive advantage against USDC's established network. His comments highlight intensifying competition in the stablecoin market as new entrants like OUSD, backed by major companies, aim to challenge the Circle-Tether duopoly.
Bernstein, OUSD'nin Circle için büyük bir tehdit olmadığını belirtti. Analistler, USDC'nin lider konumunu koruduğunu ve geniş ağının avantaj sağladığını vurguladı. Circle CEO'su Allaire de ağ etkisinin önemine dikkat çekti.
Circle Internet Group, operator of the world's second-largest stablecoin USDC, reports surging payments into Hong Kong on its Circle Payments Network. CEO Jeremy Allaire called Hong Kong one of the most popular cross-border settlement routes, describing the market as important and attractive. Circle hopes to see USDC approved as a foreign stablecoin in Hong Kong, having already partnered with OSL Group and signed an MOU with HKT.
Jeremy Allaire, PDG de Circle, estime que la Chine pourrait lancer un stablecoin adossé au yuan d'ici 3 à 5 ans. Lors d'une interview à Hong Kong le 16 avril 2026, il a souligné l'opportunité colossale d'un tel actif. La PBOC a pourtant interdit les stablecoins yuan offshore en février 2026, tandis que Hong Kong délivrait ses deux premières licences de stablecoin en avril 2026.
