Andy

Is this the next big investment? Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen. Names up 10%, 11%, 14%, 16%, 23% in a single session. There’s something nobody is talking about. The entire US uranium mining sector is still tiny. You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth. Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers. – Microsoft restarted Three Mile Island – Amazon bought Talen's nuclear-powered campus – Google signed an SMR deal with Kairos Power – Oracle is building three small modular reactors for 1GW The supply of uranium is constrained. The demand from AI just went parabolic. The sector is still small compared to where the money is flowing. When real capital rotates in here the moves could be violent. Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA Smart money is already positioned, but retail hasn't even shown up yet. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is VERY important. Many people will wish they followed us sooner.

How is no one talking about the insane run DeSci coins have been on for weeks now? Feels like a lot of it is being driven by the broader peptide hype. Always been a big fan of DeSci, so definitely continuing to watch this space closely.

A fact I feel like almost nobody knows: Ethereum's gas limit will be increased to ~200M after Glamsterdam, a huge increase from the 60M we have today. That’s a 3x+ of L1 execution capacity, with expectation of further doubling soons after that. Assuming no similar increase in demand, fees could stay near zero for years. This is the result of several innovations coming together at the right time: ePBS gives payloads more time, BALs let clients prefetch/parallelize execution work, and gas repricings make higher limits safe.

1/ Buy-and-burn is becoming the default ‘capital return’ strategy in crypto. I think this is a big mistake. Stop it. Get some help. Profitable protocols shouldn’t shrink their balance sheets when they can do productive things instead.

624K AERO Buyback ✈️ The Aerodrome PGF has acquired and max-locked 624K $AERO as part of its market-aware buyback model. More than 20 million $AERO has been acquired and locked this year via the PGF, Flight School, and Relay.