According to @KobeissiLetter, Nvidia’s Jensen Huang said that in the next 6–7 years we will see a bunch of small nuclear reactors and that we will all be power generators, likening it to somebody’s farm, highlighting nuclear as a potential solution to AI-driven power demand growth (source: The Kobeissi Letter on X, Dec 3, 2025). Global electricity use by data centers, AI, and crypto could roughly double to around 1,000 TWh in 2026 from about 460 TWh in 2022, underscoring the urgency of scalable, low-carbon baseload for AI and mining operations (source: International Energy Agency, Electricity 2024 report). In the U.S., the Nuclear Regulatory Commission certified the NuScale SMR design in January 2023, but the first customer project with UAMPS was canceled in November 2023 due to cost escalation, indicating commercialization risk and potential timeline slippage for near-term capacity (sources: U.S. NRC design certification Jan 2023; UAMPS and NuScale joint statement Nov 8, 2023). Canada’s first grid-scale SMR, the GE Hitachi BWRX-300 at OPG’s Darlington site, targets operation around the end of the decade, providing a concrete milestone for SMR power coming online before 2030 (source: Ontario Power Generation project updates 2023–2024). Bitcoin’s network consumes electricity in the tens to low hundreds of TWh annually, and electricity cost is the dominant operating expense for miners, making access to long-term, low-cost baseload power pivotal for BTC mining margins (source: Cambridge Bitcoin Electricity Consumption Index, University of Cambridge). Integration of nuclear with high-density computing is already underway, with U.S. examples including TeraWulf sourcing power from the Susquehanna nuclear station and the Cumulus Data nuclear-adjacent data center campus in Pennsylvania, showing a template for AI and BTC workloads colocating with nuclear baseload (sources: TeraWulf corporate updates 2023; Talen Energy/Cumulus Data announcements 2023). Timelines suggest most new SMR capacity will arrive after 2026, while AI and crypto loads are projected to surge by 2026, meaning power markets may remain tight in the near term even if SMR momentum accelerates, a dynamic closely watched by traders in BTC mining equities, uranium producers, and power-exposed AI infrastructure names (sources: International Energy Agency Electricity 2024; Ontario Power Generation project updates 2023–2024).

According to @StockMKTNewz, a cross-sector basket of 23 U.S.-listed stocks printed new 52-week highs intraday today, including CIFR, APLD, VRT, CCJ, NEM, PAAS, IONQ, QBTS, QS, RGTI, BE, MPWR, MP, CIEN, CLS, CVS, EQX, GFI, INSM, LEU, UEC, OKLO, and SYM. Source: @StockMKTNewz on X. The list includes crypto-exposed equities such as Cipher Mining ticker CIFR and Applied Digital ticker APLD, which is directly relevant for traders tracking digital asset infrastructure plays. Source: @StockMKTNewz on X. IONQ, QBTS, RGTI, Vertiv ticker VRT, Symbotic ticker SYM, Bloom Energy ticker BE, and QuantumScape ticker QS were among technology and energy names that set new 52-week highs in the session. Source: @StockMKTNewz on X. Gold and uranium-linked names NEM, PAAS, EQX, GFI, CCJ, UEC, LEU, and OKLO also appeared on the 52-week-high list today. Source: @StockMKTNewz on X. The full roster also included CIEN, CLS, CVS, MPWR, MP, and INSM among others. Source: @StockMKTNewz on X. For crypto market monitoring, Cipher Mining ticker CIFR being on the new-high list provides a direct equity-side reference point for crypto-exposed trading baskets. Source: @StockMKTNewz on X.

According to @stocktalkweekly, Energy Fuels ticker UUUU closed a $700 million convertible notes offering, upsized from $550 million after initial purchasers fully exercised an additional $100 million option, source: @stocktalkweekly on X Oct 6, 2025. According to @stocktalkweekly, the company purchased capped call options totaling $53.5 million, raising the effective conversion price to 30.70 dollars, a 100 percent premium to the September 30 closing price, source: @stocktalkweekly on X Oct 6, 2025. According to @stocktalkweekly, the convertible notes mature on November 1, 2031, source: @stocktalkweekly on X Oct 6, 2025. According to @stocktalkweekly, CEO Mark Chalmers said the financing strengthens the balance sheet and accelerates rare earth initiatives, including expansion at the White Mesa Mill and the Donald Project in Australia, source: @stocktalkweekly on X Oct 6, 2025. According to @stocktalkweekly, the source did not indicate any direct impact on the crypto market, source: @stocktalkweekly on X Oct 6, 2025.

According to @PelosiTracker_, a roughly $15,000 buy of the Global Uranium ETF (URA) by Rep. Fleischmann (R) was flagged on Feb 14, highlighting a notable congressional trading signal for uranium exposure (source: @PelosiTracker_ on X, Sep 15, 2025). The post suggests that those who followed the flagged trade saw a favorable outcome, underscoring continued momentum and trader attention in URA following the signal (source: @PelosiTracker_ on X, Sep 15, 2025). The source did not reference any direct impact on cryptocurrency markets (source: @PelosiTracker_ on X, Sep 15, 2025).

According to StockTalkWeekly, recent discussions around Centrus Energy ($LEU) have highlighted increased trading activity and investor attention on the stock's performance. The focus on $LEU is significant for traders monitoring uranium sector volatility, with potential cross-market impacts on crypto assets tied to energy and commodity trends (Source: StockTalkWeekly on Twitter, June 17, 2025).

According to Stock Talk (@stocktalkweekly), Bank of America has initiated coverage on Centrus Energy (LEU) with a 'Buy' rating and a $160 price target, citing analyst Lawson Winder who highlights Centrus as the world's only publicly-traded enriched uranium company (source: Stock Talk, June 4, 2025). This bullish outlook signals institutional confidence in nuclear energy assets, which could influence crypto market sentiment around energy-related tokens and uranium-backed digital assets. Traders should monitor potential capital flows from equities to energy-focused crypto sectors as institutional investment increases.

According to Stock Talk (@stocktalkweekly), Centrus Energy ($LEU) surged from approximately $96 to over $124 within a week, representing a nearly 30% gain after their position opened last week. This strong momentum in $LEU follows increased institutional interest in uranium and nuclear energy stocks, which is attracting attention from crypto investors seeking diversification into energy-related equities. The rapid appreciation may drive increased tokenization interest in uranium assets and could influence energy sector tokens in the cryptocurrency market. Source: Stock Talk via Twitter, May 27, 2025.

According to The White House (@WhiteHouse), Secretary Burgum announced a major shift in the nuclear industry with four new Executive Orders aimed at reversing over 50 years of overregulation. Each order targets specific regulatory barriers, streamlining processes for nuclear energy development. This regulatory easing is expected to accelerate nuclear project approvals and benefit uranium mining companies, nuclear technology firms, and clean energy ETFs. Crypto traders should monitor uranium-backed tokens and energy-sector blockchain projects, as increased nuclear adoption may drive demand for energy-related digital assets. Source: The White House (@WhiteHouse), May 23, 2025.