Nuclear stocks have been booming. Pretty soon there will be a blockchain option for trading on the nuclear renaissance, too. 

A German billionaire linked to Peter Thiel is backing a new blockchain-based startup that tokenized uranium through Solana, creating a digital asset that that reflects reactor fuel. Pretty cool! 

https://fortune.com/crypto/2025/05/27/christian-angermayer-uranium-digital-german-billionaire-tether/

Reporter and writer. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.substack.com.

Is a nuclear lobbyist who I have to fight with the last minute ITC bs that was added to the big beautiful bill?? (I’m being facetious but also annoyed if my conspiracy is true)

Saying things with my chest 

Recovering people pleaser 

Quieter in person 💗

It does seem extremely punitive. They got a lot of shit from Republicans for attacking nuclear I wonder if solar + batteries will be able to differentiate itself in lobbying from wind, which is obviously getting punished.

The house budget bill moves the ITC cliff to 2028 AND you have to prove start of construction within 60 days of the bill being signed. The earliest this could happen is July if the senate provides their edits in June. If the language doesn’t change the solar and battery industry is fucked. Which would be so counterproductive to all of the solar and battery manufacturing plants that are being built in the southeast (mostly red) bc it would effectively shut off any demand because the ITC is the pizza dough of these investments 🫩

I’ll DM u what I’ve been sharing with clients / prospects.