Goldman just dropped a new 72-page bull case on nuclear.

Tripling capacity by 2050 is not a meme. SMRs (small modular reactors), plant life extensions, and utility buildouts are accelerating.

VanEck’s Onchain Economy ETF $NODE holds some regulated utilities operating nuclear fleets, & tech vendors building SMRs.

Thesis: Nuclear may become Bitcoin beta. The stronger the grid, the stronger the chain.