Grant Stell, CPA

International Blockchain SME @ RSM | Views are my own

[Tom Dörr @tom_doerr]

Power BI CLI for AI agents

https://t.co/h0gVkalIYI

[chiefofautism @chiefofautism]

someone at ANTHROPIC just showed CLAUDE finding ZERO DAY vulnerabilities in a live conference demo

claude has found zero day in Ghost, 50,000 stars on github, never had a critical security vulnerability in its entire, history...

it found the blind SQL injection in 90 minutes, stole the admin api key, then did the exact, same thing to the linux kernel

[Grant Stell, CPA @grantstell]

I just claimed my .agent domain and joined the .agent community! get yours now and help shape the future of autonomous agents https://t.co/j65nUTxu5K @agentcommunity_

[Nick Nemeth (Mispriced Assets) @NickNemo17]

TLDR: I am a recovering alcoholic with no fund, no credentials, and no lobbyist. I rebuilt myself from nothing. Then I broke into finance with no degree, no pedigree, and no permission.

I parsed SEC filings for a $31.5 billion private credit fund called Cliffwater. Not because anyone asked me to. Because nobody else would. The filings are public, but they are buried in footnotes that are not indexed, not searchable, and not structured for analysis. I have been told by fund managers that nobody even attempts this.

Billions of dollars in pension capital, and the people who manage money for a living do not bother to read the filings.

So I read them. Every loan. Every amendment. Every semi-annual PIK disclosure. 2,330 positions. I hand-researched fifty.

I found 189 loans where borrowers are paying interest with more debt instead of cash. I found over 50 loans that are not generating enough cash to service their debt at all — carried at par on the books of a fund that has never reported a losing month in 41 months.

The fund's Sharpe ratio is 3.75. Bernie Madoff — who was fabricating returns and could pick any number he wanted — ran a 3.5. He got caught because the numbers were too smooth by Markopolos. The greatest quant fund in history, Renaissance Technologies, runs a five or six.

Cliffwater is claiming risk-adjusted returns that would be impossible even if you insider-traded with perfect information every single time, because the volatility of the underlying markets would still prevent it.

Nobody asked questions.

Bloomberg confirmed 14% redemptions 48 hours after I published. S&P cut the fund's outlook to negative this week. Cash on hand fell 76% in six months.

This is not an isolated fund. This is the structure. $9.4 trillion in private equity. $3.5 trillion in private credit. They all pay their own valuation agents. The valuation agents decide what the funds are worth. No valuation agent has ever been fired for saying the number was too high.

The marks produce the NAV. The NAV produces the fees. The fees come from pensions. The pensions come from firefighters and teachers and nurses in Oregon and California and Illinois who will never read a private placement memorandum in their lives.

Wall Street ran out of rich people. The endowments were full. The sovereign wealth funds were tapped. So they went downstream — to 401(k)s, to retirement accounts, to interval funds sold to people who have no idea what they own.

1. Direct the SEC and FSOC to examine Level 3 fair value practices across interval funds and BDCs.

2. Require that valuation agents be independent of the funds they mark.

3. State publicly that the current self-marking regime creates systemic risk.

4. Mandate position-level mark disclosure for every fund that accepts pension capital.

There are two ways this ends. It breaks all at once like 2008 and we fix it. Or it rots slowly like Japan: one fund blows up, six weeks of quiet, another one, and nobody connects it for a decade while a generation of retirees gets destroyed.

I am not asking anyone to take my word for it. I am asking them to read the filings.

If you know someone in the administration, a regulator, or anyone on a legislative committee, please send this to them. One person learned this from a one-bedroom apartment. Your government can too.

The will is what is missing.

[NIK @ns123abc]

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA

>SMCI co-founder Yih-Shyan "Wally" Liaw arrested today
>personally holds $464 MILLION in SMCI stock
>charged with smuggling BILLIONS in Nvidia servers to china
>used a southeast asian shell company to funnel $2.5B in servers to chinese buyers
>$510 million worth shipped in just THREE WEEKS in spring 2025
>built thousands of fake dummy servers to fool U.S compliance auditors
>caught on surveillance camera using a HAIR DRYER to swap serial number stickers
>coordinated the whole thing over encrypted group chats
>SMCI down 12% after hours
>faces up to 30 years in federal prison

ITS SO OVER…

[Ryan @ohryansbelt]

Delve, a YC-backed compliance startup that raised $32 million, has been accused of systematically faking SOC 2, ISO 27001, HIPAA, and GDPR compliance reports for hundreds of clients. According to a detailed Substack investigation by DeepDelver, a leaked Google spreadsheet containing links to hundreds of confidential draft audit reports revealed that Delve generates auditor conclusions before any auditor reviews evidence, uses the same template across 99.8% of reports, and relies on Indian certification mills operating through empty US shells instead of the "US-based CPA firms" they advertise. Here's the breakdown:

> 493 out of 494 leaked SOC 2 reports allegedly contain identical boilerplate text, including the same grammatical errors and nonsensical sentences, with only a company name, logo, org chart, and signature swapped in
> Auditor conclusions and test procedures are reportedly pre-written in draft reports before clients even provide their company description, which would violate AICPA independence rules requiring auditors to independently design tests and form conclusions
> All 259 Type II reports claim zero security incidents, zero personnel changes, zero customer terminations, and zero cyber incidents during the observation period, with identical "unable to test" conclusions across every client
> Delve's "US-based auditors" are actually Accorp and Gradient, described as Indian certification mills operating through US shell entities. 99%+ of clients reportedly went through one of these two firms over the past 6 months
> The platform allegedly publishes fully populated trust pages claiming vulnerability scanning, pentesting, and data recovery simulations before any compliance work has been done
> Delve pre-fabricates board meeting minutes, risk assessments, security incident simulations, and employee evidence that clients can adopt with a single click, according to the author
> Most "integrations" are just containers for manual screenshots with no actual API connections. The author describes the platform as a "SOC 2 template pack with a thin SaaS wrapper"
> When the leak was exposed, CEO Karun Kaushik emailed clients calling the allegations "falsified claims" from an "AI-generated email" and stated no sensitive data was accessed, while the reports themselves contained private signatures and confidential architecture diagrams
> Companies relying on these reports could face criminal liability under HIPAA and fines up to 4% of global revenue under GDPR for compliance violations they believed were resolved
> When clients threaten to leave, Delve reportedly pairs them with an external vCISO for manual off-platform work, which the author argues proves their own platform can't deliver real compliance
> Delve's sales price dropped from $15,000 to $6,000 with ISO 27001 and a penetration test thrown in when a client mentioned considering a competitor

[Grant Stell, CPA @grantstell]

@stripe, @worldlibertyfi, @Mastercard, x402, A2A, MCP….. let the L1 agent payment wars begin

[Grant Stell, CPA @grantstell]

@elonmusk X feature request. Please for the love of openclaw build a “jump back” button where content that loads on app launch can be found easily. I catch a glimpse of a banger article and then it disappears into oblivion. Thx

[Grant Stell, CPA @grantstell]

Add a second axis: Impact/Risk Tiering

Every action gets a tier.
Example:
•Tier 0 (Low impact): internal drafts, summaries, research → auto-run early
•Tier 1 (Medium): routine outbound to low-value leads → conditional auto-send
•Tier 2 (High): top accounts, investor comms, legal claims, pricing → human gate always
•Tier 3 (Critical): anything regulated/sensitive (health/finance claims, sanctions, discrimination risk) → blocked unless explicitly approved + logged

Then autonomy becomes: Autonomy = f(Calibration, Tier, Confidence, Guardrail Pass, Budget)

[witcheer @witcheer]

https://t.co/RfoDeolA2u

[Aakash Gupta @aakashgupta]

The real story here is worse than a fumble. It’s a three-step own goal.

January 9: Anthropic locks Claude Code OAuth tokens, killing every third-party tool that built on Claude subscriptions. OpenClaw, which recommended Claude Opus 4.5 as its default model, wakes up to a broken integration. No warning. No partner outreach.

January 27: Anthropic’s legal team sends the cease-and-desist over “Clawdbot” sounding too similar to “Claude.” Steinberger complies at 5 AM on a Discord call. During the 10-second window where he releases the old GitHub and X handles, crypto scammers hijack both accounts and run a $16M pump-and-dump scheme. The chaos reflects on the entire Claude ecosystem.

February 15: Steinberger announces he’s joining OpenAI.

So Anthropic had the fastest-growing open source project in AI history (145K+ GitHub stars, 2 million visitors in a single week), built by a guy who sold his last company for ~€100M, whose tool literally recommended Claude as the default model to millions of new users.

Their response was to cut off his API access and send lawyers.

Steinberger spent last week in San Francisco meeting with every major lab. He explicitly said he could have built OpenClaw into a massive company but chose OpenAI because he wanted “the fastest way to bring this to everyone.” Meanwhile OpenClaw has already spread to China, with Baidu planning direct integration into its main app.

This is a project that was essentially a free distribution channel for Claude. Millions of developers installing a tool that defaults to your model. The growth marketing team at Anthropic should have been sending gift baskets, not legal notices.

Sam Altman just got handed an open-source agent framework with global distribution and a brilliant founder, because Anthropic’s legal department moved faster than their partnerships team.

[Connor Boyack 📚 @cboyack]

https://t.co/4SMw7birVU

[A1 Research @a1research__]

https://t.co/kRCJO3p0fk

[Ethprofit.eth 🦇🔊 @Ethprofit]

Over the last hour, solana's network demonstrated CORRUPTION under extreme demand:

Near 99% transaction failure rate, leading to MASS LIQUIDATION 🩸📉

Only transactions that were processed were by knowing insiders who ran validators. Otherwise, you were sorry out of luck. 🤷‍♂️

[375ai @375ai_]

📸

[Digital Wealth Partners @DWP_advisors]

At Digital Wealth Partners, we’ve partnered with @Anchorage Digital to offer institutional-grade custody solutions for digital assets. Here’s how this partnership is designed to enhance security and risk management:
1/10

[TGE.FUN @tgedotfun]

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[Quantstamp @Quantstamp]

GM @EthereumDenver!

Stop by booth 401 to meet the team, ask your burning questions and pick up some exclusive swag 😎

[Grant Stell, CPA @grantstell]

Made my mark 🧬

@0xPolygon Class of 2025

[Polygon | POL @0xPolygon]

Big news.

Polygon Labs is joining forces with India's largest telecom company for its web3 debut.

@reliancejio will onboard 450+ million users by adding blockchain capabilities via Polygon PoS to select apps and services.