Nemil Dalal

@ycombinator Visiting Partner

| x402 ambassador | Ex-@coinbasedev lead | Ex-$USDC lead @coinbase | Crypto class of 2014 | YC S12, Stanford

[Nemil Dalal @nemild]

Excited to speak at @solana Breakpoint London to share what we're excited to fund at the intersection of AI and stablecoins.

See you there!

[Nemil Dalal @nemild]

@Alchemy @ycombinator 🔥

[Nemil Dalal @nemild]

@Nal_uh 🔥

[Nemil Dalal @nemild]

@willmegson The constant crypto cycles builds some very dogged founders.

As an example, @shiyi_peng was an intern on my Coinbase team. Now bringing @AnyAlphaAI to the world.

[Nemil Dalal @nemild]

@ProMint_X We're still excited about crypto at Y Combinator, especially teams that are making something people (and agents) want.

https://t.co/Nj1CG9QFAS

[Nemil Dalal @nemild]

At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.

Here's our latest crypto request for startups. Our next application deadline is Monday.

[Nemil Dalal @nemild]

@0xb14zk0 @ycombinator Many of the app layer crypto teams I see say/show little about crypto, but it powers things behind the scenes. I think this is the default interaction going forward given onramps are finally much better.

@Mochatradeapp being the latest example.

[Nemil Dalal @nemild]

At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.

Here's our latest crypto request for startups. Our next application deadline is Monday.

[Nemil Dalal @nemild]

@opinderpreet I feel pretty good about our current state, since there's so much cross pollination between startups: go to market, tech tips,...

And the advice of "making something people want" is timeless no matter what space you're in. In fact, I'd argue that it matters even more in crypto.

[Nemil Dalal @nemild]

YC hardware startups have gone from 10% to 25% of the batch in just 2 years: space, robotics, drones, energy, ...

We're planning to launch a hardware shop to support YC founders with equipment and connections that accelerates them.

Apply for our lab manager role (below).

[Nemil Dalal @nemild]

https://t.co/6MYpLCWg3n

[Nemil Dalal @nemild]

@StaniKulechov @ycombinator Excited to see more of it!

[Nemil Dalal @nemild]

@Ishanb22 Microsecurities the one I think everyone's sleeping one by tokenizing big assets.

The power of the blockchain is tokenization is basically 0 and can be applied to anything now.

[Nemil Dalal @nemild]

@Latheon_xyz @ycombinator Privacy is going to be very important.

[Nemil Dalal @nemild]

It was the perfect end to an eventful week in crypto to be on the @_choppingblock

We discussed the Binance hack, YC's upcoming app deadline, and @tradexyz coming to the US.

[The Chopping Block @_choppingblock]

Binance got hacked three hours before we hit record. @nemild from YC dropped their crypto wishlist. @HadickM called it the bull run crypto people don’t want. Druckenmiller sent his first tweet.

Timestamps
00:00 Cold Open
00:30 Intro
01:42 The $5B Binance Hack
04:40 Circle's Fast Freeze
10:57 Where's the New DeFi?
19:48 YC's Crypto Wishlist
26:38 The Wrong Bull Run
36:53 Is Crypto Just AI Rails?
40:18 ICE x Hyperliquid
51:45 Perps vs. Dated Futures

🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!

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🎙 Podcast Home: https://t.co/r6OZC52hUx

[Nemil Dalal @nemild]

@alexgruell @ycombinator My bias is rather than optimize for tech, optimize for solving pain points.

Start where the market is, and as it grows, it feels inevitable stablecoins will be a key part of the agent story.

[Nemil Dalal @nemild]

@Phoenixx_xyz @shiyi_peng @snowmaker Yes indeed. And that's great advice.

[Nemil Dalal @nemild]

Really fun to work with @shiyi_peng again at Y Combinator, after she was on the Coinbase Crypto team as an intern.

[Shirley Peng @shiyi_peng]

Introducing AnyAlpha (YC F26) @AnyAlphaAI , the agentic trading platform.

AnyAlpha turns your trading idea into an agent that executes it for you, 24/7.

Every agent runs on institutional-grade data and the trading infra we built.

Start with an idea. Work it out with AnyAlpha. Backtest it on historical data. Then your agent starts trading.

We're starting with prediction markets, then every asset class.

Try it! 👉 https://t.co/DlBPD5FEky

[Nemil Dalal @nemild]

@HadickM Was a blast, thanks for having me on.

[Nemil Dalal @nemild]

@alexgruell @ycombinator We're very excited about agentic commerce, esp with the growth of personal agents.

I'm more skeptical that stablecoins will be the default money movement layer for most agentic ecommerce purchases in the near term (hence why not on the crypto list).

[Nemil Dalal @nemild]

@Phoenixx_xyz @shiyi_peng Support founders

[Nemil Dalal @nemild]

@p_s_i_o_n_i_c @ycombinator I see many of them. And we have multiple folks passionate about crypto.

[Nemil Dalal @nemild]

@melonflips @ycombinator @UBC_Conference Excited to talk live there. See you in November.