Circle CEO defends USDC’s decade-long network effects, liquidity, and regulatory moat while critiquing OUSD’s free minting, full revenue…

Rickler Feed (@rickler_feed), Jul 1, 2026, 09:59 UTC

Circle CEO defends USDC’s decade-long network effects, liquidity, and regulatory moat while critiquing OUSD’s free minting, full revenue sharing, and consortium model Argues stablecoins succeed via network effects from app integrations, dispersed global liquidity, and regulatory licensing, with USDC claiming 80% of dollar stablecoin onchain transactions Allaire questions OUSD's free mint/burn, full revenue sharing, and consortium model as potentially limiting infrastructure investment and agility https://x.com/jerallaire/status/2072252803163255179?s=20

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