Uranium Goes On-Chain and Investors Are Paying Attention

What happens when one of the world’s most tightly controlled commodities becomes as easy to trade as crypto? A new report and the xU308 token launch from Uranium.io suggest we’re about to find out.

Released on July 24th, “Fuel the Future: The Rise of Tokenized Uranium and the Digital Commodities Revolution” reveals a major shift in investor sentiment and a growing appetite to bring uranium into the digital age. The report, compiled by Crypto Collective in collaboration with Uranium.io, surveyed over 600 institutional and retail investors across the U.S., UK, EU, and APAC. The results speak volumes: 97% of institutions say they would consider allocating to uranium if access were easier, and 61% of retail investors are “very interested” in trading it under simpler, more transparent conditions.

Until now, that kind of access didn’t exist. But that’s exactly what xU3O8 is aiming to change.

Tokenizing the Untouchable #

To solve what’s been, until now, a high-friction asset class, Uranium.io has launched xU3O8**,** the first-ever tokenized physical uranium product. Built on Etherlink, a fast, EVM-compatible Layer 2 powered by Tezos, xU3O8 represents direct, on-chain ownership of real uranium oxide.

The token is backed by physical uranium stored in secure, regulated facilities through partners like Curzon Uranium, with custody and infrastructure support involving Archax and storage operations by Cameco. It is already live for trading on Gate.io, KuCoin, and MEXC.

It’s important to note that xU3O8 represents U₃O₈, a stable, industrial-grade commodity (also referred to as “yellowcake”) that cannot be weaponized or used in reactors without further processing. By focusing on yellowcake, Uranium.io avoids the geopolitical complexity of enriched uranium while delivering real exposure to a globally traded resource.

The goal? Strip away the barriers that kept uranium off-limits for most investors:

• High minimum investment thresholds
• Complex custodial frameworks
• Poor liquidity
• Lack of regulatory clarity

Now, instead of millions, investors can get exposure with a few dollars, with 24/7 verifiability and liquidity.

According to Ben Elvidge, Product Lead at Uranium.io, the investor mindset around uranium is changing rapidly. Ben stated, “access has always been the missing piece.” He went on further stating, “with tokenized uranium now live on exchanges, that barrier is finally being removed.”

Connecting the Dots #

The uranium narrative is heating up, and not just for the reasons you might expect. Beyond being a hedge or a contrarian energy bet, uranium is now deeply linked to three major macro themes:

1. Clean energy and ESG investing
   Nuclear energy, long viewed as a non-starter in ESG circles, is now undergoing a quiet rebranding. According to the report, 74% of institutional investors now consider nuclear energy ESG-compliant**,** a shift driven by EU taxonomy reforms, energy security concerns, and the global push for decarbonization.
2. AI infrastructure and energy demand
   With hyperscale data centers and AI models eating up power, the need for stable baseload energy is back on the table. Big Tech knows it, companies like Microsoft and Amazon are already locking in nuclear supply deals. The report shows that 81% of institutions believe AI is accelerating the case for uranium as a strategic asset.
3. Digital commodities and real-world assets (RWAs)
   xU3O8 joins a growing wave of tokenized real-world assets, but it’s not just about digitization. It’s about unlocking liquidity, transparency, and broader participation in markets that were previously gated. The performance case is also compelling: uranium delivered 139.2% over five years (to June 30, 2025), outperforming gold, oil, and the S&P 500.

Another standout finding: 97% of institutions said they would consider using uranium tokens as collateral in structured products, suggesting that tokenized uranium is more than a trading novelty; it’s being evaluated as a serious tool in institutional finance.

The Infrastructure Is in Place #

With the launch of xU3O8, uranium has entered a new phase, one where access is global, liquid, and no longer reserved for institutions. Anyone can now get exposure through major exchanges or directly on-chain.

This move doesn’t just improve accessibility, it redefines how real-world assets can be held, verified, and traded using blockchain infrastructure. Built on Etherlink and backed by physical uranium in secure storage, xU3O8 sets a new benchmark for tokenized commodities.

For a deeper look at what’s driving this shift, from investor sentiment to infrastructure design, you can download the full “Fuel the Future” report here.

One of the world’s most strategic commodities just joined the on-chain economy, and it happened on Tezos.