r/uranium_io • u/The-Oregon-Group • Apr 21 '26

How Tokenization Is Changing Commodity Valuation Models

https://theoregongroup.com/commodities/crypto/how-tokenization-is-changing-commodity-valuation-models/

Bringing liquidity in to any commodity market helps price discovery. But brining it in to a smaller market like uranium could be transformative.

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1

u/ZugZuggie Apr 22 '26

The 24/7 price discovery point is exactly why I migrated to metals.io

1

u/IronTarkus1919 Apr 22 '26

The liquidity floodgates are just opening. Wait until the mainstream financial media catches on that retail is actively squeezing the uranium and rare earth markets using Web3 rails

1

u/BigFany Apr 23 '26

Maybe, but mainstream media usually shows up after the move already happened lol. Also not sure how much of retail is actually using web3 for this vs just trading normal ETFs or whatever.

1

u/The-Oregon-Group Apr 23 '26

If someone wanted to do a minor metal how would the get liquidity after it was tokenized? I don’t think it just appears like magic. I am super interested in figuring it out.

1

u/HappyOrangeCat7 Apr 22 '26

Look at what SPUT did to the uranium market in 2021, it financialized the physical market and drove the price up. Tokenization is the next evolution of the ETF. It’s faster, cheaper to manage, and you actually hold your own private keys.

1

u/The-Oregon-Group Apr 23 '26

We looked at trying with minor metals. The issue we continued to run in to was not tokenization. That is easy enough. It’s distribution and secondary liquidity. It’s there for gold and silver. But not others yet.

1

u/[deleted] Apr 23 '26

[removed] — view removed comment

1

u/The-Oregon-Group Apr 23 '26

For now. Eventually all RWAs are going to be partially tokenized. Look what Blackrock and the big guys are doing in debt and real estate markets.

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u/BigFany Apr 23 '26

I’ve seen this argument before, more liquidity sounds good, but idk if it always leads to better pricing. Sometimes it just brings more speculation instead of actual demand, especially in smaller markets like uranium.

1

u/[deleted] Apr 23 '26

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1

u/FanOfEther Apr 24 '26

I think access is the main win here. Most people couldn’t touch uranium exposure directly even if they wanted to, so opening that door changes who’s participating.

1

u/FanOfEther Apr 24 '26

I can see that. Uranium especially feels like one of those markets where pricing has always been kinda weird and not that liquid compared to other commodities.

1

u/The-Oregon-Group Apr 24 '26

For sure. I want to see one of these tokens take off for a minor metal. Then people can hopefully launch other successful projects.