40 pointsby shscs9113 hours ago10 comments
  • cj2 hours ago
    This is intersting.

    Occasionally in YC founder circles a new founder will raise a bunch of money and then ask something like "What's the best way to invest all the money our company just raised?"

    The responses are always along the lines of "Your startup is already risky. Don't innovate in areas of your business where the status quo is known to work. Innovate your product + technology, don't be innovative with your company's finances, HR, etc"

    That advice always stuck with me. It just makes a lot of sense to do things in the most boring way possible, except where it matters (your competitive advantage <-- that's where you innovate, that's where you set yourself apart)

    Running a startup is distracting enough. Doing things non-standard just adds to the list of distractions that you don't need as a founder.

    • polishdude20an hour ago
      Then again, to play devils advocate, doing all the other stuff in a new way might also help your company break out of the cycle that typically impacts startups. It may be that the other things you do apart from your product are what make it successful.
    • 2 hours ago
      undefined
  • grim_io3 hours ago
    Why not in gold while we're at it?

    Both are equally stupid, and you have to exchange them to buy most of the things you might need.

    • cheonn6383 hours ago
      > Why not in gold while we're at it?

      Crypto more hype-able

    • iwontberude2 hours ago
      Why not a gold backed stable coin like PAXG?
    • observationist2 hours ago
      I mean, asking for $500 in gold every paycheck would be kinda cool, or getting gold coinage each pay cycle on a rolling basis, as many coins as your repeated $500 contributions buy.

      It'd be friction against spending, a little bit of investing, in the case of gold, but friction against spending with crypto only makes sense if you don't lose a lot on moving it into a real bank account.

      • ceejayoz2 hours ago
        You can do this, today, if you want, via an IRA or some 401(k)s.
        • inkcapmushroom2 hours ago
          Yeah but my 401(k) tax statement paperwork doesn't make me feel like a pirate.
    • mikkupikku3 hours ago
      Guess they want cryptobros, not gold bugs.
    • Supermancho2 hours ago
      Why? Because the US stable coins are an abstraction on top of US treasuries. It's effectively trading in the US debt market, not trading in crypto-hype.

      The Fed is interested in converting the debt to another medium, for obvious reasons. Stablecoin looks to be the leader, since a number of the new administration have talked about it in the last decade (re: Scott Besset stablecoin speech).

      I can understand why some companies want their runway in a currency that may go up during a transition (a more favorable exchange rate). There's little lossage in the exchange of USDT/USDC in the short term. Seems like a hedge strategy.

      • daveguy2 hours ago
        > ... US stable coins are an abstraction on top of US treasuries...

        Nope. Not until these companies allow an independent external audit. I don't take "trust me" from a crypto bro as proof of backing funds.

        Oh, and the current administration is clearly corrupt, so this administration wanting to convert the US to bozo bucks isn't one for the plus column.

        • Octoth0rpean hour ago
          > I don't take "trust me" from a crypto bro as proof of backing funds

          This is a good distillation of the inherent issue going forward with crypto. The people in tech I trust _least_ (cryptobros) are selling in a service that I require the _highest_ level of trust (finance). It's a very bad sales pitch.

          • mothballedan hour ago
            You don't buy stablecoins because you trust them. You buy them because a greater idiot will. For that reason, I wouldn't be particularly bothered about getting them instead of dollars, though I'd try not to hold on to them terribly long.
        • Supermancho2 hours ago
          The why stands. If the Fed got involved in transitioning the currency, which seems MORE likely under this administration (because of the grift and corruption), then they will be negotiating with the stable coin providers and the grift will follow the normal trajectory to the moon or whatever. The arbitrary "not until some independent shows the paperwork" will never be on the table.
          • daveguy2 hours ago
            Independent audits aren't arbitrary. They're the standard by which you can tell whether an organization is lying about their finances. Double entry accounting and receipts makes it pretty difficult to fake especially when the claim is as simple as "don't worry, we hold the backing value in treasuries." Of course, the independent part has to be truly independent and not paid for by the audited. But they refuse independent audits.
        • 2 hours ago
          undefined
  • throw031720193 hours ago
    If they aren’t a crypto startup where it’s normal to pay others in stable coins, what is the benefit?
    • verdverm2 hours ago
      Circular funding / money flows

      YC -> Circle -> Coinbase -> YC

    • naileran hour ago
      Axium (YC W25) hit $100M revenue in 4-5 months, making it the fastest YC company to that milestone. Startups like that are important to YC.
      • wmfan hour ago
        How do they use stablecoins?
    • JohnTHaller2 hours ago
      Hyping crypto and "stable" coins
      • daveguy2 hours ago
        Yup. That's it. Because people are realizing crypto isn't worth the effort to support malware authors, money launderers, and North Korea's nuclear program.

        And if you didn't know that's what you're supporting with the hype train, well now you do. Those folks all love and greatly benefit from difficult to audit financial instruments.

  • wmf2 hours ago
    Stablecoins make a lot of sense in countries like Argentina where the national currency is a shitcoin. But YC doesn't fund startups in Argentina. Stablecoins can also be used to pay remote employees but that should probably go through an employer of record so that people aren't paid under the table. This sounds like more crypto for the sake of crypto.
    • sigmaran hour ago
      Argentina got there with huge tariffs and excessive spending. Good thing the US would never do crazy stuff like that, right? Also the US government is currently debasing USD to increase exports as well as instituting currency controls. There's lots of reasons to be concerned about relying on USD.
    • mothballedan hour ago
      On face I don't see why startups would oppose to paying people under the table unless they just have a dogmatic adherence to the law. Like anything, they are likely to do a cost/risk analysis, which could change wildly depending on the context of the remote employee.
  • CuriouslyC2 hours ago
    Between this and Canada being dropped as an investable country shortly after the recent US/Canada fracas, I'm starting to wonder about YC's current political affiliations. Also, if you want to put your tinfoil hat on, Michael Seibel and Dalton Caldwell were publicly anti-Trump, and they both left months after the Trump admin took over, a very paranoid take is that the big shot VCs tied to YC made a push to "clean house" or "toe the line" and they were either gently pushed out or decided to leave because they didn't like the new vibes.
    • n2d42 hours ago
      > Michael Seibel and Dalton Caldwell were publicly anti-Trump

      Neither of these were "publicly anti-Trump" as much as Garry Tan has been.

      Actually, where'd you even get that from? I cannot with my life imagine that Dalton would publicly post about politics. I've googled around a bit and found nothing either.

      • CuriouslyC2 hours ago
        Michael specifically mentions in an older video with Dalton brainstorming things they could do about Trump. I don't recall ever seeing a YC video where Garry leaks any political affiliations, though I don't follow him on social media.
        • n2d42 hours ago
          Which video was that? Garry has been an outspoken Trump-critic and moderate Democrat on Twitter.

          Either way, my point is it's an extreme stretch to believe their departure, Trump, and crypto stablecoins are somehow related.

          • CuriouslyC2 hours ago
            I don't recall the specific Dalton + Michael video, and it's not important enough for me to dig up, particularly if Garry is politically outspoken on social media. I'd prefer to believe YC is still a neutral player, but the amount of ring kissing from the big valley VCs makes suspicion rational.
    • joshribakoff2 hours ago
      Not endorsing conspiracy theories but one of the YC guys is an investor in flock, which is positioned to benefit from some of the recent political policies.
  • reducesuffering2 hours ago
    Remember when YC funded (and boosted reach of) ~50 crypto scamlike co's during the heyday of the craze? Like the Stablegains scam fiasco:

    https://news.ycombinator.com/item?id=31686140

    https://news.ycombinator.com/item?id=31431224

    https://news.ycombinator.com/item?id=31461634

  • Animats2 hours ago
    YC's previous recommendation was to use Silicon Valley Bank. That ended well.
    • n2d42 hours ago
      What's the context here? When, where and for what did they recommend SVB?

      (FWIW, it did end well, as going with a relatively large federally insured bank meant that no one lost any money during the crash)

      • wmf2 hours ago
        SVB was considered the "standard" bank for all startups for decades so it's not surprising that YC would give the same advice. If you run a startup out of a normal bank sometimes you get weird glitches: https://mitchellh.com/writing/my-startup-banking-story

        Of course today startups are probably using Mercury/Ramp/whatever.

      • 2 hours ago
        undefined
    • mothballedan hour ago
      SVB depositors were mildly interrupted, no doubt, but there's little reason not to exercise extreme moral hazard in banking. OPM will bail you out via FDIC. Theoretically that has a limit but in practice FDIC usually will bail out the full balances even over the nominal limit.

      If I had an FDIC account I would basically want a bank that invests my money in the most wildly hazardous ways with the most reckless financial controls to give the max returns and flexibility, then let everyone else bail me out if it went south.

  • catlikesshrimp2 hours ago
    I hope we aren't too close to "territorial currencies" where each feudal lord was authorized (or not forbidden) to mint his own currency, which couldn't be carried over the next feud. Think awarded "miles" by your credit card, or tickets in a games center.

    https://ndl.ethernet.edu.et/bitstream/123456789/41452/1/112....

    • direwolf20an hour ago
      I don't see how this relates to that.

      Ironically enough though, could feudal currencies actually be better on a blockchain? Think shares in a business. Bitcoin is backed by nothing, but if businesses all trade on Ethereum–style L2s, you could lock in whatever you want. Think: I want 2 tonnes of lumber for my new house build so I will trade whatever for 20000 $HomeDepotLMBR and it entitles me to exactly that amount when I go into the store.

      • an hour ago
        undefined
    • mandevil2 hours ago
      During the Free Banking era of US history (from when Andrew Jackson killed the 2nd National Bank until the Civil War, roughly 1837-1863) essentially every company that could get their state to give them a bank charter (very very poorly regulated) could issue its own paper notes that were treated as currency, with the very poor state regulation alone responsible for ensuring that they didn't print more notes than they had specie to back up.

      You'll never guess, but most banks didn't actually have enough specie to back their notes, and banks constantly failed during the Free Banking era. If a bank failed then the notes value went to zero, and so notes always traded at a discount to their face value, and there were even brokers who were paid by local merchants to give them the latest correct discount rates for all the local banks (updating daily), and if a bank note got far enough away from the bank that the local broker didn't know about it, well, then it wouldn't be accepted by a local merchant. So effectively a similar result here in the capitalist, non-aristocratic US for about 15 years.

      This is an enormous amount of overhead in actually running an economy, which was why it was ended and we had the National Banking Acts of 1863 and 1864 to try to create a more uniform currency, and the Bureau of Engraving and Printing created in 1862, etc. Because the actual businesses started to demand simpler accounting, and so more financial regulation of the banks.

      • palmotea2 hours ago
        > You'll never guess, but most banks didn't actually have enough specie to back their notes, and banks constantly failed during the Free Banking era. If a bank failed then the notes value went to zero, and so notes always traded at a discount to their face value, and there were even brokers who were paid by local merchants to give them the latest correct discount rates for all the local banks (updating daily), and if a bank note got far enough away from the bank that the local broker didn't know about it, well, then it wouldn't be accepted by a local merchant.

        That sounds like a libertarian paradise. Sign us all up!

  • 3 hours ago
    undefined
  • nailer2 hours ago
    As evidenced by the comments on this post, HN understanding of crypto is typically ten years out of date, so I'm going to post this top level:

    - Transferring money across regions with the best 'normie' tools (eg Transferwise/wise.com) is multiple orders of magnitude more expensive than $0.0000015 (tranferring USDC or another GENIUS-compliant stablecoin on Solana).

    - You can easily put stablecoins in a Lulo savings account and get 5% interest instead of 0.1% of whatever your bank provides. Yes Lulo has insurance.

    - The Genius act regulates stablecoin provision. US-issued stablecoins are backed by government bonds with proof of reserves. USDC and PyUSD are compliant already, USAT exists because USDT isn't compliant.

    - There's no offramp fees for PyUSD, and you, random American, have a Solana address in the 'crypto' tab of your Paypal app. 1234.56 in PyUSD means you get 1234.56 in Chase or Wells Fargo or whatever. In future your bank will hold these assets directly without need to off-ramp at all.

    If you want to throw your investors money away to outdated percentage point cross border payments systems you're welcome to.

    • ghcan hour ago
      > Transferring money across regions with the best 'normie' tools (eg Transferwise/wise.com) is multiple orders of magnitude more expensive than $0.0000015 (tranferring USDC or another GENIUS-compliant stablecoin on Solana).

      I don't see how that's relevant to YC startups. Startups can't legally pay their employees in crypto through transfers, any more than they can write checks out of their bank account or pay their employees in cash. I've paid an overseas employee in BTC before, but we still had to go through a payroll provider and do everything above-board to satisfy IRS requirements.

    • Giefo6ah2 hours ago
      And how are you supposed to convert USD to USDC to local currency at par? The exchange fees end up eating any savings you got from not using the normie SWIFT network, and then at tax filing time you have to account for paying / being paid in specie instead of cash.
      • naileran hour ago
        - USDC to local currency at par

        I edited my comment above to provide answer. Swap whatever stable to PyUSD (negligible) and then send to your Solana address in Paypal. You can also hold crypto in US banks pretty soon.

    • luke5441an hour ago
      - ACH fees are pretty small, depends on the payroll provider of course, so USD ACH transfer to Wise is pretty much free

      - I bet with whatever way I can convert the stable coin to my local currency (EUR), that it will be more expensive than Wise. Certainly Paypal is really expensive (as in SWIFT transfer would be better)

    • wmfan hour ago
      This all makes sense... if a YC startup is going to spend the majority of its funding outside the US. I'm having trouble thinking of such a scenario though. I'd expect YC money to be spent on rent, founder salaries, and API calls.