Grant Stellmacher — Research https://grantstell.com Long-form research on institutional crypto finance, staking governance, revenue architecture, and digital asset infrastructure. en-us Grant Stellmacher Wed, 15 Apr 2026 07:57:12 GMT <![CDATA[Vibe Coding Is Creating a Security Debt Crisis]]> https://grantstell.com/research/vibe-coding-security-debt-crisis https://grantstell.com/research/vibe-coding-security-debt-crisis AI & Security Fri, 17 Apr 2026 00:00:00 GMT Grant Stellmacher <![CDATA[Solo Founders Hitting $1M ARR With Zero Employees: The Tax and Legal Nightmare Nobody Warns You About]]> https://grantstell.com/research/solo-founder-million-arr-tax-nightmare https://grantstell.com/research/solo-founder-million-arr-tax-nightmare Tax & Business Structure Tue, 14 Apr 2026 00:00:00 GMT Grant Stellmacher <![CDATA[The SaaS Extinction Event: When AI Agents Replace Your $7,500/Year Software Stack]]> https://grantstell.com/research/saas-extinction-event-ai-agents https://grantstell.com/research/saas-extinction-event-ai-agents AI & Business Models Fri, 10 Apr 2026 00:00:00 GMT Grant Stellmacher <![CDATA[OpenAI Is Burning $14 Billion a Year. The AI Business Model Problem Nobody Wants to Talk About.]]> https://grantstell.com/research/openai-burning-14-billion-ai-business-model https://grantstell.com/research/openai-burning-14-billion-ai-business-model AI & Business Models Tue, 07 Apr 2026 00:00:00 GMT Grant Stellmacher <![CDATA[The Prediction Market Jurisdiction War Is Here. Both Sides Are Wrong.]]> https://grantstell.com/research/prediction-markets-jurisdiction-war https://grantstell.com/research/prediction-markets-jurisdiction-war Prediction Markets & Regulation Fri, 03 Apr 2026 00:00:00 GMT Grant Stellmacher <![CDATA[The Quiet Tax Crisis Inside x402]]> https://grantstell.com/research/x402-micropayments-tax-crisis https://grantstell.com/research/x402-micropayments-tax-crisis Crypto × Tax Mon, 16 Mar 2026 00:00:00 GMT Grant Stellmacher <![CDATA[The Broken Signal: Why Corporate Earnings Estimates Are Structurally Wrong]]> https://grantstell.com/research/earnings-estimates-broken-2026 https://grantstell.com/research/earnings-estimates-broken-2026 AI & Finance Sat, 14 Mar 2026 00:00:00 GMT Grant Stellmacher <![CDATA[When Agents Pay Agents: What the Machine Economy Does to Financial Infrastructure]]> https://grantstell.com/research/agent-payments-financial-infrastructure https://grantstell.com/research/agent-payments-financial-infrastructure Crypto × AI Mon, 02 Mar 2026 00:00:00 GMT Grant Stellmacher <![CDATA[AI Is a Headcount Compression Engine. And Nobody Knows Who Pays the Taxes.]]> https://grantstell.com/research/ai-labor-shock-agent-economy https://grantstell.com/research/ai-labor-shock-agent-economy AI & Finance Mon, 02 Mar 2026 00:00:00 GMT Grant Stellmacher <![CDATA[What the Accounting Profession Is Getting Wrong About Digital Assets]]> https://grantstell.com/research/gaap-crypto-whats-missing https://grantstell.com/research/gaap-crypto-whats-missing Crypto Accounting Mon, 02 Mar 2026 00:00:00 GMT Grant Stellmacher