Thread by @SquishChaos

I think I found something listening to @RealVision pod on the plane yesterday. I’ve been looking for a while for something with a discrete catalyst that occurs before the triple halving so I could raise some funds to buy more $ETH.

Listen to this episode. All uranium public equities combined are $20B market cap. That’s like 1/35 of $TSLA. Also supply has been 0, mines shut since Fukushima. France, Spain surprised by renewing contracts…there are forces at play. But more!

@malopez1975 tells @LynAldenContact that nuclear reactors are going to have to get new contract roughly end of Q2, early Q3. This is a concrete time frame - I paused, rewind like 4x to make sure I caught it.

But then…. @BambroughKevin (great follow btw) talks about how Sprott is totally coincidentally listing a Uranium fund. If you check the press release, it’s scheduled for the exact same time. End of Q2, early Q3. How strange.

https://twitter.com/bambroughkevin/status/1388105079245451268

I don’t think it’s a coincidence, but idk uranium so I outsourced.

I’ve been following @Yellowbull11 for a while, and he’s written some promising things about $DNN. I think they’re a solid way to get exposure short term and long-term, but not gonna lie I haven’t dug deep.

I think this could be another supply/demand dislocation in uranium prices, w/ discrete organic catalyst in recontracting in June + market catalyst with listing of Sprott’s Uranium Fund.

I have a 1.2% position in some Jan2022,2023 $DNN calls, hoping to raise funds for more $ETH

While we’re at it on my portfolio, I also have a 0.1% position in OTM $PSTH calls (announcement is catalyst, likely before triple halving, see @psthwatch for thesis).

The rest (>98%) is in $ETH

I’m young - can take huge risk.

I don’t give investment advice. Do your own hw.