2025-12-22 14:52:32

Jeremy Allaire, CEO of Circle, recently outlined an ambitious 10-year vision for the company. The core mission is clear: positioning Circle as a foundational layer of the internet itself.

This isn't just another corporate roadmap. Allaire's vision speaks to where stablecoins and digital payments infrastructure are heading in the broader Web3 ecosystem. As payment rails become increasingly critical to on-chain activity, Circle's strategy to embed itself at the infrastructure level makes strategic sense.

The statement reflects growing confidence in crypto adoption trajectories and the belief that programmable money will become as fundamental to internet infrastructure as DNS or HTTP protocols once were. Whether Circle achieves this ambition will depend on navigating regulatory landscapes, scaling adoption, and maintaining technical innovation.

What does this mean for the industry? It signals that leading Web3 companies are moving beyond short-term thinking and betting on long-term infrastructure plays. That's the kind of conviction that shapes entire market cycles.

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BrokenYield

· 2025-12-25 12:33

nah this "foundational layer of the internet" talk always cracks me up... we've heard this infrastructure narrative since 2017 lol. regulatory landscape? that's just corpo speak for "we're praying sec doesn't wreck us"

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mev_me_maybe

· 2025-12-23 23:29

Circle wants to build the foundational layer of the internet, this ambition is really big... but can it get through the regulatory hurdles?

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ChainPoet

· 2025-12-22 15:22

10 years of BTC, can it pass the regulatory hurdle? I'm skeptical. --- The path of stablecoin infrastructure really needs to be taken, but I've heard Allaire's set of rhetoric too many times. --- It's always about long-termism, but where's the idealism when playing people for suckers? --- Can DNS and HTTP be compared? The crypto world always loves to put gold on their faces. --- There's nothing wrong with being optimistic about the infrastructure layer, but I'm afraid the policy might turn around and vanish. --- Do these pros really believe in their set of ideas, or are they just telling stories for financing? --- Programmable money is possible, but we need to survive the next Bear Market first. --- Circle's ambition is not small, but there are quite a few competitors. --- Turning to infrastructure is smart, but short-term coin prices might not be much help.

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Web3Educator

· 2025-12-22 15:22

ngl, the DNS/HTTP comparison is *chef's kiss* — fundamentally speaking, this is exactly how my students finally grasped why stablecoins aren't just payment gimmicks. infrastructure layer thinking changes everything, fr fr

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OfflineValidator

· 2025-12-22 15:21

Well, a ten-year ambition is indeed big, but can stablecoins really become the infrastructure of the internet? It seems it still depends on how regulations play out.

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rug_connoisseur

· 2025-12-22 15:15

Wow, here comes the big talk again... I've heard too many times about the stablecoin infrastructure trap. Wait, can Circle really get past the regulatory hurdle? It feels much harder than building the technology. A ten-year plan, haha, the crypto world has a cycle every three years, this guy is thinking too far ahead. But to be fair, if they can really make it to the infrastructure level, that would indeed be a top-level play... The key is whether they can survive until that day. The infrastructure narrative is the easiest to mislead people, but Circle's bet this time isn't too outrageous.

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LoneValidator

· 2025-12-22 15:08

To be honest, Allaire's ten-year plan sounds pretty wild, but I like it... at least it's not just another round of funding talk. Want to become the foundational layer of the internet? It depends on what regulatory daddy thinks, that's the real bottleneck. Stablecoins are indeed a necessity, but whether Circle can truly pave the way... it's hard to say.

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MelonField

· 2025-12-22 15:07

Forget it, it's another grand narrative about infrastructure, I'm a bit tired of hearing it --- Stablecoins paving the way, who wouldn't want that? The key is how to get past the regulatory hurdle --- A ten-year plan? Let's talk about it after surviving till next year, haha --- The comparison between DNS and HTTP is a bit harsh, but it really hits the nail on the head --- Just keep an eye on it, let's hold our coins and wait --- Infrastructure narratives never go out of style, Circle's move is still quite good --- Sounds nice, but executing is the real skill --- Starting to daydream again, I'm used to it --- This time is different, it really feels like something is being done

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