Exit
Standard Nuclear, a Crucible portfolio company, went public on NYSE (ticker: STDN) on July 15, 2026, pricing at $15 per share. The company is a domestic TRISO nuclear fuel producer fueling America's nuclear renaissance.
Standard Nuclear
3 essays· MAY 2026 – JUN 2026
Essay
Meltem Demirors published 'The World as Model,' a research series on sensing, representations, and the financialization of the physical world, arguing that capital flows follow information density and the companies that build the right representations will own the edge in pricing, trading, and transferring risk for physical infrastructure.
Crucible Capital
Crucible CapitalCrucible Capital
JUN 29, 2026
Essay
Crucible team published a deep-dive on the industrial robot market alongside portfolio company Verne Robotics, introducing the era of Physical AI + Robotics as a Service.
Crucible Capital
Crucible CapitalCrucible Capital
MAY 29, 2026
Essay
Published a thesis explaining Crucible’s investment in Shatterdome and its view that energy winners will combine dispatch software, trading, and structured credit.
The Next Energy Unicorn Will Be a Trading Desk
MAY 21, 2026