Bitcoin And Gold Flows Are Rewriting The Case For Custody Stocks

The ground is shifting under traditional finance as the U.S. Treasury leans harder on buybacks, government debt moves beyond $40t and the dollar wobbles, while bitcoin and gold draw fresh attention. That kind of stress test for money and markets can reward the infrastructure that keeps trades, custody and clearing running. This article discusses three stocks exposed to these trends and examines how each may be positioned in the current cross‑currents.

The stocks profiled below are just a sample, and the full screen surfaced around 20 more large cap custody and infrastructure companies with similarly detailed stories that are not covered here. If you want to go straight to the source and identify your own high conviction ideas across this space, analyze the Alternative Asset Infrastructure and Custody Providers screener.

AS LHV Group (TLSE:LHV1T)

AS LHV Group is a digital focused bank based in Estonia with operations in the UK. It fits the Alternative Asset Infrastructure and Custody Providers theme through its emphasis on investment, trading and crypto asset services alongside traditional banking. Most revenue comes from its core banking arms, with LHV Pank generating about €224 million and LHV Bank about €56 million, while other activities contribute roughly €102 million and smaller amounts come from asset management and insurance. The group has a market cap of about €1.1b, putting it in the larger end of the regional banking space.