--- title: "Niche US Assets Catch Fire: Inside the Latest Moves from Sezzle to Sol Strategies" type: "News" locale: "en" url: "https://longbridge.com/en/news/293448563.md" description: "I'm tracking a rotation into off-the-radar US equities and income funds this week. While fintechs like Sezzle raise guidance, crypto players and biotech firms are busy restructuring to unlock fresh value." datetime: "2026-07-22T09:17:49.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293448563.md) - [en](https://longbridge.com/en/news/293448563.md) - [zh-HK](https://longbridge.com/zh-HK/news/293448563.md) --- # Niche US Assets Catch Fire: Inside the Latest Moves from Sezzle to Sol Strategies As money rotates out of the most crowded mega-cap trades, I'm told that investors are quietly picking through a grab bag of niche US assets this week—from crypto infrastructure plays to specialized income funds. Here is the latest on the under-the-radar moves across the market. ### Sezzle (SEZL.US) The BNPL fintech is quietly dominating its corner of the market, with shares rallying significantly this year. I'm told the company recently bumped its fiscal 2026 EPS guidance to $5.10 and is targeting 25% to 30% revenue growth. Q1 GMV jumped 37.3% to $1.1 billion, and Sezzle just doubled its receivables funding facility to $300 million to keep up with accelerating demand. ### Sol Strategies (STKE.US) Known for its Solana infrastructure investments, the crypto player is expanding its reach. A source familiar with the matter tells me its subsidiary Houdini Swap just partnered with pump.fun's Terminal, a move designed to embed private deposits directly into the widely used trading platform. ### Onfolio Holdings (ONFO.US) The online business aggregator is pivoting hard. After securing a $100 million equity financing in April 2026 to fuel acquisitions, I'm told management is targeting $5 million to $10 million in annualized adjusted EBITDA by year-end. They also just signed a binding LOI with Paramount Helium to break into the massive global industrial gas market. ### ProPhase Labs (PRPH.US) The biotech firm, which up-listed to the OTC market in January 2026, is actively trying to unlock its underlying asset value. According to people familiar with the matter, ProPhase is shopping its BE-Smart esophageal cancer test for a potential sale or strategic partnership. The company is also navigating a $201 million medical receivables portfolio, aiming to recover up to $60 million. ### Korea Fund (KF.US) The closed-end fund is taking action after lagging the MSCI Korea 25/50 Index between 2021 and mid-2024. I'm told the board will launch a tender offer for 12.5% of its outstanding shares to appease frustrated investors, alongside its recently announced hefty cash distribution of $1.381724 per share for 2026. ### Vitesse Energy (VTS.US) The non-operated oil and gas company continues to act as a steady income machine, recently declaring a quarterly cash dividend of $0.4375. I'm told executives are prepping for their Q2 2026 earnings release on August 3, focusing heavily on output from their Bakken shale assets. ### Also - **Axcelis Technologies (ACLS.US)**: The semiconductor ion implantation equipment maker remains a critical, albeit quieter, piece of the global chip supply chain. - **Innovator S&P Investment Grade Preferred ETF (EPRF.US)**: Investors are piling into this specialized ETF for high-quality, fixed-rate preferred stock exposure amid lingering rate uncertainties. - **Invesco Investment Grade Defensive ETF (IIGD.US)**: The defensive corporate bond fund remains a popular parking spot for cautious capital, having just declared a July 2026 dividend of $0.0855 per share. - **U S Gold Corp (USAU.US)**: The precious metals explorer is pushing forward with its US-based projects as gold maintains its macro appeal. _This article does not constitute investment advice._ ### Related Stocks - [PRPH.US](https://longbridge.com/en/quote/PRPH.US.md) - [SEZL.US](https://longbridge.com/en/quote/SEZL.US.md) - [STKE.US](https://longbridge.com/en/quote/STKE.US.md) - [USAU.US](https://longbridge.com/en/quote/USAU.US.md) - [VTS.US](https://longbridge.com/en/quote/VTS.US.md) - [ACLS.US](https://longbridge.com/en/quote/ACLS.US.md) - [ONFO.US](https://longbridge.com/en/quote/ONFO.US.md) ## Related News & Research - [Sezzle Named a World’s Top Fintech Company, Best Online Platform, and Top Employer for 2026 | SEZL Stock News](https://longbridge.com/en/news/293473611.md) - [Sezzle CFO Brading Lee Dickson sells USD 1.91 million in common shares](https://longbridge.com/en/news/293076944.md) - [US Gold (USAU) Receives a Rating Update from a Top Analyst](https://longbridge.com/en/news/292781165.md) - [Sol Strategies’ Houdini Swap partners with pump.fun’s Terminal on private deposits, withdrawals](https://longbridge.com/en/news/292910005.md) - [Sezzle to Announce First Quarter 2026 Results and Participate in Upcoming Investor Events | SEZL Stock News](https://longbridge.com/en/news/282897230.md)