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Self Custody Is Dead. Long Live Self Custody

The Coldcard hack last week dealt a low blow to certain elements of the Bitcoin industry. A somber introspection has begun to question many of the practices and assumptions involved in securing bitcoin at a retail level…

7 min read

NDIV: High Income & Growth Amid an Uncertain Energy Market

Given that the conflict in Iran has been going on for well over five months at this point, advisors and investors are likely getting used to its economic impacts. Of course, one of the primary pressure points for the gl…

2 min read

Corporation’s Approach to the BIP-110 Soft Fork

BIP-110 is approaching its first consequential activation boundary . The proposal enters mandatory signaling at block 961,632, currently projected around August 9, 2026. It locks in no later than block 963,648, roughly …

5 min read

Beyond the RANK & File: Combining Technicals and Fundamentals

When the worlds of technical and fundamental analysts collide, the byproduct is the Defiance KSM TipRanks Analyst ETF (RANK). Launched at the end of June, the fund offers a dual-filter strategy that balances fundamental…

3 min read

The PCE Makeover

Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every o…

4 min read

ETF Inflows Favored Value & Dividend Strategies in July

Investors are developing a taste for value and dividend-based strategies. The July Flash Flows Report from State Street Investment Management (SSIM) was evidence of this predilection after June’s global tech rout contin…

1 min read