Episode Details
| Title | Making Nuclear Markets Work Onchain | Alex Dolesky, Uranium Digital |
|---|---|
| Date | 2/3/2025 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $URANIUM - Highly bullish on uranium due to its unique market characteristics, energy density, and expected market financialization. The speaker sees significant growth potential in the uranium sector, driven by increasing nuclear energy adoption and the metal's superior energy properties.
- “About three and a half years ago, I started getting super bullish on uranium, tried to express a trade like I went through any other metal or commodity on the futures or spot market and quickly came to learn, it didn't exist.” - Alex (0:00)
- “One nuclear fuel pellet has the equivalent amount of energy density is about a 49 gallons of oil, and 17000 cubic feet of nat gas, one ton of coal as well. So from an energy density perspective, it's incomparable to pretty much any any energy metal today.” - Alex (23:47)
- “I think what's gonna be extremely interesting to see is I guess when when one zooms out a little bit. Right? Like, a core thesis that underlies what we're doing, what the institutional partners we have believe is that the uranium market will undergo financialization inevitably one way or another like any other energy metal commodity, agricultural commodity does over time.” - Alex (38:35)
- 🟢 $NUCLEAR - 🔒
- 🟢 $SMR - 🔒
- 🟢 $SOL - 🔒
- 🟢 $TECH - 🔒