Paul-Henry Kajfasz

6 months of building in silence. Friday we launch. 100 spots. 36 hours. Come build with us. Time to ship.

@defyneric Definitely glad to join!

hosting a side dinner event during eth global in NYC who wants to attend?

@dessaigne @ycombinator Merci Nicolas, j'ai apply avec Unlink ! Excited for what comes next.

Today is the last day to apply to @ycombinator Summer 2026. Applying to YC changed the trajectory of Algolia, and my life. We were two French founders with a search API and a dream. YC gave us the network, the clarity, and the urgency to build something real. If you’re on the fence: just apply. The worst that can happen is you don't get in. The best? Everything changes. 👉 ycombinator.com/apply

@adamshuaib Does this work? x.com/phklive/status…

After 15 years of investing, we realised that truly exceptional founders have something impossible to fake: deeply unconventional lives. We analysed 15,000 founders using five binary signals to measure this: odd hobbies, early signs of exceptionalism, extreme life choices, unusual geographies, non-linear careers. These sum to give a 0-5 score per founder. Whether someone started coding at 10, speaks five languages, climbed Everest or quit a safe job to live in Chile, the signal was deviation from the mean. Rather than focusing on IQ or EQ, we call this metric the Outlier Quotient, or “OQ”. When forecasting founder success, it turns out that OQ was the single most predictive variable in our entire classification model, trained on ~70 different factors. Our OQ score had zero correlation with having worked at a top-tier company or attending an elite university. The signals most VCs rely on aren’t just noisy, they’re blinding. The best founders don’t signal like everyone else, they don’t think like everyone else, and they certainly don’t build like everyone else. If you want to spot breakout talent before the rest of the market, stop screening for conformity. Back the founders the system was built to filter out.

@Fricoben @Th0rgal_ use Mintlify

@Th0rgal_ made AI a first class user of the Verity docs. If your user agent is an AI you get clean markdown. There's "Open in ChatGPT", "Open in Claude" buttons, llms.txt support, and he redesigned the whole thing in a LaTeX research paper style. Agents deserve good docs too. veritylang.com

@ekrahm when is the next time you are in nyc? big decisions incoming

big decisions can’t be made in conference rooms

@andyyy Makes a lot of sense! Curious what they think about privacy Andy?

Just met with a digital assets lead of a Tier 1 bank in NYC, here's the top takeaways. 1. They are "all-in" on stablecoins for payments and wanting to build fintech applications on crypto rails. Its a very clear usecase and easy sales pitch to most of their divisions internally and the value prop is easy to see: 24/7 global payments for a fraction of the cost of a wire transfer. Easy. 2. They are not thinking about perps and Hyperliquid. Not one bit. Perps and trading onchain is something that they understand is coming, specifically 24/7 markets, but when I brought up Hyperliquid, Lighter, Variational, was not really in their scope. 3. They are however interested in tokenization and see it as a credible threat to their business as it stands. 4. CLARITY worries them, and they are just *now* taking stablecoins seriously. Why? Well, of course, because the worry of losing customer deposits. 5. They are actively investing serious amounts of capital into fintech teams and neobanks, albeit they are very early and still trying to figure it all out.

100% agreed, crypto is technically a better way of doing finance. Faster settlement times, cheaper fees for transfers and fx, 24/7 open markets, auditable finance, no border considerations, regulatory arbitrage (hopefully disappearing overtime with + clarity), and i could just continue... Curious what is your take around the lack of privacy?

We think all of finance is going to run onchain. Excited to work with a ton of partners to unlock critical tools for crypto founders.

@jai_mansukhanii @Techweek_ Hey dm'd

We're hosting a private dinner in NYC on June 4th for @Techweek_ , for founders building in financial services. Co-hosting with a Forbes writer / founder of one of the largest newsletters covering fintech, capital, and culture. If you're a founder building a fast-scaling company in financial services, DM me for an invite.

@sortedwallet @tether @gnosis_ @movement_xyz @rwa_io Congrats! Would love to learn more

We are happy to share that Sorted has raised $4.4M in seed funding 💙 The round is led by @tether and @gnosis_, with participation from @movement_xyz, Angel Invest, and several angel investors including the founders of @rwa_io. We started Sorted because we saw a gap nobody else was filling. Hundreds of millions of people on phones that work perfectly well, with no access to stable digital money. We decided to build for them. Today, Sorted Wallet runs across 160 countries with over 500,000 downloads. This round lets us grow in the markets we already serve, and reach the ones still waiting. To our investors, our team, and every user who found us before we found them: thank you for being part of our story 🙏 Onwards and upwards from here! Read the full announcement 👇 @sortedwallet/sorted-raises-4-4m-to-put-stablecoins-in-every-phone-bb67c1574dd4" target="_blank" rel="nofollow noopener">medium.com/@sortedwallet/… #Sorted #Stablecoins #FinancialInclusion #EmergingMarkets

Extremely bullish on this, lFG!

@Bouazizalex That's really cool! Very excited to see Stablecoins be adopted by Deel, will def start using it for our employees. Would also love to see if there is an opportunity to make these flows go private to not leak our employees salaries...

With Deel, a company in NYC can now fund payroll in dollars and their employee in Berlin can receive it in stablecoins within minutes 🤯 On one platform, no workarounds. Stablecoin salary payouts are available for employees in the EU and US - the UK and LATAM are coming soon. You choose how to fund it. They choose how to get paid

@SCBuergel @unlink_xyz Curious what you call a "proven" record, would love to see if we can incorporate that too!

@phklive @unlink_xyz I mean if unproven records are acceptable I might as well take a screenshot during the transfer but I was under the impression that we could level up here

Grown up friends of shielded pools: How do you do accounting of pool transfers? E.g. paying salaries within a pool. Do you just tell your accountant trust me bro I paid salaries but sorry no receipt? Do you share a viewing key for *everything*?!

@ishverduzco @NotionHQ Always happy to mix

Any NYC friends want to come to the @NotionHQ office next month? I’m hosting a mixer for Founders & Creators

@SCBuergel @unlink_xyz a CSV file with the selected transactions

@phklive @unlink_xyz What exactly would I export?

@sandeepnailwal DM'd

Imagine how easy it would be for neobanks to get every capability from a single open stack. Wallets, ramps, crosschain routing, compliance, settlement in one API. That is what we are building. Reach out.

@gregthegreek come cowork from our office!

NY friends, I’ll be in the city got the next 3 weeks! Would love to see you if you’re around

@defyneric If they used @unlink_xyz you wouldn't see any of that...

tuyo’s recent buy now pay maybe launch is a fascinating case study in the power of distribution on X their launch post alone pulled in 15M impressions with millions more in repost mindshares looking at the numbers they went from averaging around $250k/week in spend to processing nearly $500k this past week that’s effectively doubling weekly spend and adding roughly an extra $1M in monthly volume going to be interesting to watch how this compounds over the next few weeks

@nemild @ycombinator Applied, looking forward!

Y Combinator is hosting fintech happy hour on Thursday in New York City. Thinking of a startup in stablecoins, tokenization, financial AI, agentic commerce, prediction markets ...? Join us! It's the capstone to our @ycombinator Summer 2026 NYC interviews. Link below 👇🏽

@dcbuilder make a website bro

if you want to do the same you can archive your X data (search in settings or ask grok) and I am happy to send you the front end code to render this to save you some tokens