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Paul Grewal Profile picture
@iampaulgrewal
Jun 17 • 5 tweets • 1 min read • Read on X
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Yesterday we announced our SEC-registered AI Advisor. It's an interesting, novel product that required some fairly complex legal work to be able to launch. Let's discuss,
To make this happen, we registered an entity with the SEC that's permitted to offer advisory services. The Advisor is non-discretionary, so it makes suggestions, but the user confirms every trade. And the LLMs underlying the Advisor are powered by guidance from financial professionals. You can read more about this here: adviserinfo.sec.gov/firm/summary/3…
So when users sign up, they do a short questionnaire so it can understand them, what they want to achieve, and what their risk tolerance is.
Once users complete onboarding, the Advisor looks through your portfolio to offer suggestions based on what you actually hold. Those are generated by LLMs that are informed by everything above - guidance from financial professionals, the user's portfolio, the user's risk profile, and market information - and run inside built-in safeguards that shape the outputs.
It's early, but it's very cool. This is the future of affordable and better financial advice for all.

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More from @iampaulgrewal

Paul Grewal Profile picture
Nov 12, 2025
Today @Coinbase is announcing our decision to leave Delaware and reincorporate in Texas. This decision was not made lightly, but we’ll always do what’s best for our customers, our employees, and our shareholders. 1/6
I’ve had great experiences in Delaware as a lawyer and judicial colleague, but the state no longer has a monopoly on corporate law. And it’s now facing stiff competition from other states that are innovating to offer the right environment for business and innovators to thrive. 2/6
Coinbase is not the first company to make this decision. We surely won’t be the last. What we are seeing is a return to a free market economy in all things, including regulation and judicial review. 3/6
Read 6 tweets
Paul Grewal Profile picture
Mar 27, 2025
The dominoes keep falling. South Carolina just joined Vermont to dismiss its unfounded staking lawsuit against @Coinbase. Staking will very soon be back for Coinbase users in South Carolina. This is not just a victory for us, but for American consumers and we hope it's a sign of things to come in the few states left that restrict staking. 1/3
South Carolinians lost an estimated $2 million in staking rewards due to this case. The 52 million Americans who own crypto deserve commonsense consumer protections and clear rules. We applaud South Carolina for standing up for justice and hope the remaining states with bans on staking will take notice. 2/3
We appreciate the work of Attorney General @AGAlanWilson to get this issue resolved for SC consumers. You can read the full filing here: 3/3scag.gov/media/q2adzrjt…
Read 4 tweets
Paul Grewal Profile picture
Mar 8, 2025
They haven't gotten the message. Despite a huge week for crypto across the rest of the federal government, on this late Friday night over at @FDICgov staff still continue to resist basic transparency into Operation Chokepoint 2.0. A few stark examples: 1/5
One of our requests concerns FDIC’s representation in a hearing before the Court that the agency had conducted “due diligence” to ensure that no documents were destroyed. We asked FDIC to describe what example that due diligence was. But FDIC has repeatedly refused to do so, and now takes umbrage at the request to explain the basis of its assertion to the Court. 2/5
In response to our requests for FDIC guidance or policies on processing FOIA requests—directly relevant to our policy-or-practice claims—the agency has produced only snippets from a few documents that have little to nothing to do with the specific FOIA policies or practices that History Associates has challenged in its amended complaint. What exactly are they hiding? 3/5
Read 6 tweets
Paul Grewal Profile picture
Jan 17, 2025
A picture of deceit, obfuscation, and bad faith is coming into focus at @FDICgov. Today we’re reporting to the federal court that the agency once again stonewalled legitimate requests for information in our case, and that we’re moving to amend our FOIA complaint to address their violations of law. 1/6
When we filed our original request, we asked for all pause letters that were identified by the Office of Inspector General. Without telling us or the Court, FDIC limited their search for pause letters to only those “contained” in the report — so other pause letters may exist. When we asked them to fix their supposed “reasonable interpretation” and stop playing word games, they told us it would take at least a year. 2/6
Meanwhile, whistleblower reports of widespread misconduct at FDIC are growing louder and louder, with allegations of improperly labeling documents, refusing to search certain databases, and even spending tax-payer resources researching me. We asked FDIC about this, they did not respond. 3/6
Read 6 tweets
Paul Grewal Profile picture
Jan 6, 2025
As terrible as OCP2.0 itself was, @FDICgov's abuse of FOIA Exemption 8 to cover it up has arguable been even worse. If we want government accountability, we need government transparency. As explained below, FDIC's redactions of its response to our FOIA request pursuant to Exemption 8 reflect blatant misrepresentations. 1/6Image
Tl; dr: FDIC lied. I don't say that lightly. But the redactions clearly weren’t about protecting confidential supervisory information. They were about covering up evidence that they tried to kill BTC transactions, the development of blockchain tech, and even a bank account for stablecoin reserves. 2/6
First, when the Court saw what was behind the redactions before we did, it said it was “concerned with what appears to be FDICs lack of good-faith effort in making nuanced redactions,” and admonished that the FDIC “cannot simply blanket redact everything that is not an article or preposition.” 3/6
Read 6 tweets
Paul Grewal Profile picture
Nov 26, 2024
Privacy wins. Today the Fifth Circuit held that @USTreasury’s sanctions against Tornado Cash smart contracts are unlawful. This is a historic win for crypto and all who cares about defending liberty. @coinbase is proud to have helped lead this important challenge. 1/6
These smart contracts must now be removed from the sanctions list and US persons will once again be allowed to use this privacy-protecting protocol. Put another way, the government’s overreach will not stand. 2/6
No one wants criminals to use crypto protocols, but blocking open source technology entirely because a small portion of users are bad actors is not what Congress authorized. These sanctions stretched Treasury’s authority beyond recognition, and the Fifth Circuit agreed. 3/6
Read 7 tweets

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