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READING

I. Seeds: Direct Indexing Starts with Understanding the Client, Not the Capabilities

Direct indexing is often mis-sold as a set of technical features. Seeds (Fund IV) flips the approach by starting with a deep understanding of the client’s goals, taxes, values, and mindset before deciding whether direct indexing even makes sense. Seeds provides advisors with a systematic framework and unified platform to match the right solutions to the right clients, automate portfolio operations, and help advisors tell a client-specific story consistently over time.

II. The State of Newsletters 2026 | Beehiiv Blog

The report argues that in 2026 newsletters are becoming the core “owned” distribution channel as social platforms get more volatile, with Beehiiv (Fund IV) data showing 28B emails sent in 2025, 255M unique readers reached, and open rates rising to ~41%. It says the winners will build community and multi-channel “media hubs,” monetize with a mix (especially paid subscriptions, which grew to $19M in 2025), and use AI/automation for segmentation and workflow—without turning the content into generic AI slop.

LISTENING

I. #515: Matt Ober, Managing Partner at Social Leverage, on Prediction Markets, Consumption-based Data Models, Stablecoins, Tokenization, Identifying Trends, and The Degenerate Economy

WATCHING

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