Circle Internet Group has unveiled an aggressive 2026 roadmap centered on Arc, its Layer-1 blockchain designed to serve as an “Economic Operating System” for global finance. The company aims to push Arc from testnet toward production while scaling its Circle Payments Network and StableFX applications to capture enterprise market share in stablecoin-powered settlement. The strategy comes as Circle faces mounting competition from Tether, which generated $5.2 billion in revenue during 2025 and now controls ...

Group 1 - The recent Deliver Conference held in Phoenix was the largest ever for the company, with over 1,000 attendees and 200 sessions, indicating strong customer engagement [2] - Half of the conference sessions were moderated or presented by customers, highlighting the importance of customer feedback in technology development [2] - The conference served as a platform to showcase the company's innovations, particularly in relation to their software and technology offerings [2] Group 2 - Key announcements made during the conference included the AI Agent catalog, Gateway, and SS&C Agent Services, which are significant developments for the company [1] - The event was utilized as a feedback loop for understanding customer requirements and enhancing product offerings [2] - The high level of engagement at the conference reflects the company's commitment to building strong relationships with its customers [2]

Product Overview - Circle 推出了 AI 聊天机器人和 MCP 服务器，旨在加速 Circle 产品的集成 [1] - 该工具能够快速集成 USDC, CCTP, Gateway, Wallets 和 Contracts [2] - 该工具使用 Circle 的 API、SDK 元数据和文档，以确保准确性和可靠的输出 [2] Development Efficiency - 开发者可以使用 AI 快速生成集成 Circle 产品的代码 [1] - 该方案旨在加速从想法到链上集成再到生产的整个过程 [2] - 开发者可以在浏览器或 IDE 中直接创建代码，例如 @cursor_ai [1]

Core Insights - Maybank and BNP Paribas have partnered with Marketnode to launch Maybank's Money Market Fund on-chain, representing a significant advancement in tokenized investment products [1][2] - The collaboration aims to enhance accessibility and transparency in traditional investment products through fund tokenization [2][7] - Singapore is emerging as a global hub for regulated tokenization, particularly in the funds and fixed-income sectors, with financial institutions exploring blockchain solutions [3] Tokenization Architecture - The project will utilize Marketnode's Gateway platform as the core tokenization architecture, enabling interoperable issuance and management of digital assets across various networks [4][5] - Gateway has integrated with networks such as Solana, Stellar, and XRP Ledger, showcasing its versatility [4] Industry Evolution - Marketnode is supported by major financial institutions like Euroclear, HSBC, SGX Group, and Temasek, and is expanding its infrastructure to facilitate the transition to blockchain operations [6] - The initiative aligns with Singapore's regulatory support for tokenization under Project Guardian, which aims to enhance interoperability and risk management in tokenized capital markets [7] Strategic Focus - BNP Paribas emphasizes its commitment to tokenization, recognizing the potential growth of money market funds and the bank's role in advancing this development [8]

Solana Ecosystem Development - Gateway 提供 1 万美元的额外奖金，奖励在 Cypherpunk 黑客马拉松中使用 Gateway 的最佳项目 [1] - Gateway 是 Solana 上发送交易的首选平台和高性能聚合器 [1] Technology & Platform - Gateway 旨在帮助开发者快速将其集成到工作流程中 [1]

Core Product Suite - Circle's core product suite includes a tokenized dollar (USDC), euro (EURC), and UST MMF (USYC) [1] Complementary Products - The asset products are complemented by Mint (liquidity), CCTP (bridge), Gateway (unified balances), CPN (payments), and Arc (dev platform) [1] Business Model - Circle is not solely reliant on a single product [1]

Partnerships & Product Launches - Fireblocks is a launch partner for Circle's Gateway, which is now live on mainnet [1] - The partnership aims to simplify multichain finance and set the standard for institutional adoption [1] Platform Capabilities & Security - Fireblocks' platform secures and scales stablecoin infrastructure for over 2,200 institutions [1] - Gateway provides instant, unified USDC liquidity across chains for Fireblocks' institutional clients [1]

Stablecoin Infrastructure Advancement - Circle 推出了 Gateway on mainnet，旨在解决稳定币在钱包和链上的碎片化问题 [1] - Blockradar 作为 Day 1 合作伙伴，将 Gateway 直接整合到其基础设施中，为金融科技公司提供服务 [1] - Gateway 将资金以编程方式统一到一个 USDC 余额中，减少了对账的麻烦，简化了客户体验 [2] - 稳定币正朝着主流轨道迈进 [2] Operational Efficiency - Gateway 旨在解决稳定币在运营和用户体验上的挑战 [1] - 基础设施承担了繁重的工作，简化了运营商和用户的工作 [2]

Blockchain Technology & Cryptocurrency - Circle 在主网上推出了 Gateway，实现跨七个主要区块链的统一 $USDC 余额和即时跨链流动性 [1]

Solana Ecosystem Development - Jito 推出 Block Assembly Marketplace (BAM)，为 Solana 原生 CLOB、DarkFi pools、perps 等设计私有、公平和可编程的交易处理系统 [1] - SIMD-256 在主网上线，Solana 网络区块限制增加 20% 至 6000 万 CUs [2] - Solana 应用在上半年创造了 16 亿美元的收入，环比增长 4 倍 [2] - OnePieceLabs 宣布为 Solana 创始人设立加速器项目，重点关注 RWA、PayFi 或 AI 应用，8 月 22 日截止申请 [2] - AllianceDAO、WhopIO 和 Believeapp 宣布 Go Viral 黑客马拉松，奖金 50 万美元，寻找 Solana 突破性应用 [2] Network Performance & Infrastructure - 主网 TPS 增加到大约 1700-1800 真实 TPS [2] - Crossmint 推出 Blormmy，一个由 Solana 驱动的 AI 代理，使 X 成为一个无摩擦的商业平台，可以通过推特上的亚马逊链接使用 USDC 完成购买 [2] - Ankr 旗下企业部门 Asphere 推出一项新服务，方便企业部署 Solana Permissioned Environments (SPEs)，即为企业客户定制的网络 [4] - QuickNode 推出 Webhooks，一种无服务器、按匹配付费的警报工具，将过滤后的 Solana 事件直接推送到 URL [4] DeFi & Trading - DFlowProtocol 30 天交易量首次超过 20 亿美元 [3] - DeFiTuna 的 FusionAMM 与 Titan_Exchange 合作，计划于 7 月 30 日上线 [3] - Range 推出新的跨链 Solana 浏览器，具有实时跨链交易可见性、按资产、协议和链排序的流入/流出分析，覆盖 Circle 的 CCTP、Wormhole、LayerZero、deBridge、Hyperlane 和 AllBridge Core [3]