Woofun AI reports that Circle CEO Jeremy Allaire addressed investor concerns regarding the new stablecoin OUSD, asserting that the market favors a winner-takes-all dynamic driven by network effects. He highlighted USDC's triple advantage: deep developer integration, global liquidity on par with BTC and USDT, and regulatory compliance across Europe and Japan.

Allaire countered OUSD's value propositions, arguing that fee-free models risk becoming exit ramps for competitors and that shared revenue models hinder infrastructure investment. He emphasized Circle's continued partnership with Coinbase and collaboration with other issuers via platforms like CCTP. The announcement of OUSD by Open Standard, backed by firms including BlackRock, previously caused Circle's stock to drop over 16%, though it has since rebounded.