Applying moderation in convictions

Uranium has many of the ingredients of a great asset class. But will those ingredients ever come together?

In this episode, we speak with Arthur Breitman, co-founder of Tezos and the visionary behind tokenized uranium xU3O8, for a wide-ranging conversation at the intersection of technology, markets, and probability. We explore shifting attitudes among younger generations, how AI is acting as an accelerant of change, and why many of the ingredients are in place for uranium to become a compelling asset class, while uncertainty remains over whether it will ultimately be.

We also discuss why education is critical, why markets may not yet have fully priced in future uranium demand, and what that means for investors and policymakers. Thoughtful, contrarian, and timely, this episode examines belief, risk, and opportunity in the emerging uranium market.