Circle Company News & Analysis — The Information

Recent Articles about Circle

Art by Mike Sullivan

Crypto Exchanges Want to Trade U.S. Stocks Everywhere

By Yueqi Yang · Jan 23, 2026 10:00am PST

Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto tokens that seek to track U.S. stocks, creating a parallel market that’s beyond the reach of U.S. regulators. Binance is exploring reintroducing stock tokens on its exchange after having removed them in 2021, according to a person familiar with the plan.... Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto...

Art via Shutterstock

Is Claude Code the Revolution?

By Amir Efrati and Rocket Drew · Jan 12, 2026 7:00am PST · 1 comment

Before we get to today’s column, we wanted to point you to Kevin’s Saturday scoop about a longtime Google DeepMind director raising capital for a visual reasoning AI startup and our Friday scoop about DeepSeek’s upcoming V4 model, which insiders say is great at coding. Major U.S.-based AI developers are waiting with bated breath to see... Before we get to today’s column, we wanted to point you to Kevin’s Saturday scoop about a...

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Why Expedia Won’t Fight ChatGPT’s Travel Ambitions

By Aaron Holmes and Kevin McLaughlin · Jan 6, 2026 10:30am PST

AI companies envision a future in which AI agents, rather than humans, become the primary users of websites such as commerce apps. The idea is that people may be more inclined to ask chatbots like ChatGPT or Gemini to buy a new pack of paper towels or book a hotel for them than to go to individual websites.While some website owners such as... AI companies envision a future in which AI agents, rather than humans, become the primary users...

Art by Clark Miller

What We Got Right (and Wrong) in Our Predictions for 2025

By The Information Staff · Jan 2, 2026 10:34am PST · 3 comments

Art by Clark Miller

What We Got Right (and Wrong) in Our Predictions for 2025

By The Information Staff · Jan 2, 2026 10:34am PST · 3 comments

What’s that smell? It’s the whiff of humble pie being eaten by The Information’s prognosticators. A year ago, we made a series of predictions about tech deals that would get done, executives who would leave their companies and other events that we thought might happen in 2025. Many of those predictions did not come to pass. In our defense, when... What’s that smell? It’s the whiff of humble pie being eaten by The Information’s prognosticators....

Art by Clark Miller.

The Top AI Themes of 2025 and What We’re Watching For Next Year

By Stephanie Palazzolo · Dec 30, 2025 7:00am PST · 1 comment

Meta Platform’s announcement on Monday that it has acquired Chinese agent startup Manus represents a big win for Manus’ backers, including Benchmark, ZhenFund and HongShan, who last invested in Manus in an April funding round that valued it at $500 million. Meta is paying more than $2 billion, my colleague Juro Osawa has reported (as have other... Meta Platform’s announcement on Monday that it has acquired Chinese agent startup Manus...

Art by Clark Miller.

10 Charts That Explain 2025

By Shane Burke and The Information Staff · Dec 29, 2025 6:00am PST · 7 comments

Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like OpenAI and Anthropic raced to release smarter models, the largest tech firms mapped out massive data centers that would guzzle up more energy than tens of millions of American households to power them. “Agent” became the industry’s favorite buzzword for... Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like...

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Poor Tech IPO Performance Clouds Outlook for New Listings

By Cory Weinberg and Valida Pau · Dec 23, 2025 6:00am PST · 1 comment

More than two-thirds of this year’s tech initial public offerings are trading below their listing prices, a poor reception that is casting doubt on the prospects for companies hoping to hit the market next year. The exceptions are the eagerly awaited deals from giants such as SpaceX and Anthropic. Among this year’s stumbles were venture-backed... More than two-thirds of this year’s tech initial public offerings are trading below their listing...

Anduril CEO and co-founder of Erebor Bank, Palmer Luckey. Kyle Grillot/Bloomberg via Getty.

Crypto’s Banking Woes Are Not Over

By Yueqi Yang · Dec 22, 2025 5:00pm PST

Anduril CEO and co-founder of Erebor Bank, Palmer Luckey. Kyle Grillot/Bloomberg via Getty.

Crypto’s Banking Woes Are Not Over

By Yueqi Yang · Dec 22, 2025 5:00pm PST

The crypto world has gotten some early Christmas presents. The Securities and Exchange Commission has dismissed some Biden-era lawsuits, and the industry has helped push through landmark stablecoin legislation. Crypto companies have also made strides on a lingering problem: access to the mainstream financial system. But that is still a... The crypto world has gotten some early Christmas presents. The Securities and Exchange Commission...

Art by Mike Sullivan

Small Bank Critical to Stablecoin Payments Tightens Risk Controls

By Yueqi Yang and Michael Roddan · Dec 16, 2025 6:00am PST

In just two years, Kansas City, Missouri–based lender Lead Bank has emerged as a major link between stablecoin startups and the traditional financial system, powering billions of dollars of payments around the world. But lately, signs have emerged that both the bank and its stablecoin clients are tightening their risk controls, potentially... In just two years, Kansas City, Missouri–based lender Lead Bank has emerged as a major link...

Photo by David Paul Morris/Bloomberg via Getty Images

New Crypto Bank to be Unveiled by Billionaire Trump Backer Andy Beal

By Michael Roddan · Dec 5, 2025 2:32pm PST · 2 comments

Texas billionaire banker Andy Beal, a big donor to President Donald Trump, is shifting the focus of one of two banks he owns to crypto. The move would ease a bottleneck that has made it difficult for the crypto industry to access the financial system. Beal is renaming Beal Bank, one of the two federally chartered banks he owns, Monet Bank,... Texas billionaire banker Andy Beal, a big donor to President Donald Trump, is shifting the focus...

Amit Zavery, president and chief product officer at ServiceNow. Getty Images.

ServiceNow’s $1 Billion-Plus Acquisition Aimed at Winning Agent War

By Valida Pau · Dec 2, 2025 3:10pm PST

Dealmakers apparently did not get much of a break over the Thanksgiving weekend, as a flurry of recent merger announcements showed. In just the last day, The Information broke the news that Marvell Technology was buying photonics startup Celestial for billions of dollars and Anthropic was making its first outright acquisition, for coding tools... Dealmakers apparently did not get much of a break over the Thanksgiving weekend, as a flurry of...

Art by Clark Miller

Crypto Winter Will Be Different This Time

By Ken Brown · Nov 26, 2025 8:00am PST · 5 comments

Art by Clark Miller

The Information Finance

Crypto Winter Will Be Different This Time

By Ken Brown · Nov 26, 2025 8:00am PST · 5 comments

Winter is coming, not just in the seasons but in the crypto market. If the current downturn turns into another crypto winter, it will have a bigger impact on the mainstream financial system than it has in the past. Bitcoin has fallen 30% in less than two months and is down for the year, while other cryptocurrencies have crashed by much... Winter is coming, not just in the seasons but in the crypto market. If the current downturn turns...

Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.

AI Infrastructure

As AI Data Centers Face Delays, the Blame Game Begins

By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment

The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt deals has given way to finger pointing as deadlines to get AI servers online slip or get dangerously close to falling behind.For months, data center builders have told me many of the gigawatt-size AI server facilities are running behind schedule... The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt...

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Coinbase to Launch Prediction Market Powered by Kalshi

By Yueqi Yang · Nov 19, 2025 11:48am PST

Coinbase is preparing to launch a prediction market to allow its crypto clients to bet on events such as elections and sports, according to two people familiar with the matter. The market will be powered by prediction market company Kalshi and will put Coinbase in a booming but increasingly crowded field. Coinbase, the largest U.S. crypto... Coinbase is preparing to launch a prediction market to allow its crypto clients to bet on events...

AMD's Lisa Su (center) and Nvidia's Jensen Huang. Photos via Getty

How AMD’s Lisa Su Got Under Nvidia’s Skin

By Wayne Ma and Qianer Liu · Nov 19, 2025 6:00am PST · 1 comment

When Advanced Micro Devices holds offsite meetings with senior leaders, its executives often find themselves sitting at the poker table at the end of the night with one particularly skillful player of card games: Lisa Su, the chipmaker’s CEO. Her aptitude for poker mirrors how she analyzes risk and reward for the decisions she makes at AMD,... When Advanced Micro Devices holds offsite meetings with senior leaders, its executives often find...

Photo by Jordan Vonderhaar/Bloomberg via Getty Images

Blockchain.com Plans to Go Public in 2026, Adds Co-CEO

By Yueqi Yang · Nov 17, 2025 8:36am PST

Photo by Jordan Vonderhaar/Bloomberg via Getty Images

Blockchain.com Plans to Go Public in 2026, Adds Co-CEO

By Yueqi Yang · Nov 17, 2025 8:36am PST

Blockchain.com, a crypto brokerage and wallet provider, is planning to go public next year, the company’s newly named co-chief executive revealed, aiming to list after several volatile years. The company said it promoted its president Lane Kasselman to be co-CEO, alongside its founder and CEO Peter Smith, as part of its listing efforts.... Blockchain.com, a crypto brokerage and wallet provider, is planning to go public next year, the...