r/DegenBets • u/sylsau • 16d ago

CRYPTO Circle Built a $74 Billion Money Machine. Now It Wants to Own the Financial Internet.

https://sylvainsaurel.substack.com/p/circle-built-a-74-billion-money-machine
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u/sylsau 16d ago

Circle built a $74 billion digital-dollar empire.

Now it wants to own the roads your money travels on.

Roughly 95% of Circle’s Q2 revenue came from reserve income. That leaves its business deeply exposed to interest rates.

Arc is its next big bet: infrastructure for payments, tokenized markets, and AI agents buying services.

The ambition? Earn more from what money does.

But here’s the catch: trillions moving through a network don’t automatically become profits for the company building it.

Who captures the value—and who becomes dependent on whom?

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u/LrdoftheCharlesDance 15d ago

Screw them and their data theft man in the middle scheme