Capital flows, competitive shifts, and market structure in the space economy.
Published every Tuesday, 7–9 AM ET.
Loading latest issue...
China is aggressively weaponizing the intersection of orbital compute and power, signaled by an $8.4 billion credit line for a Beijing-based data center startup and a 2028 LEO solar power target. We view this as a strategic move to capture the infrastructure layer of the space economy, forcing Western capital to pivot from conceptual pilots to hard hardware deployment. The urgency of this race is best illustrated by the recent Northrop Grumman hardware tests for the Air Force.
THE ASTRAVERIS VIEW
OUR THESIS
DEEP DIVE
No deep dive analysis available for this issue.
SECTOR BRIEF
WHAT WE'RE WATCHING
TOP STORIES
DEAL FLOW
Loading deal flow data...
LAUNCH RECAP
POLICY & REGULATORY
DEFENSE & INTEL
INTERNATIONAL
SATELLITE & TELECOM
ORBITAL COMPUTE & DATA CENTERS
SPACE POWER & SOLAR
PREMIUM EDITION
Every issue ships in two editions. Premium carries the complete 600–900-word Deep Dive (free gets the first 300 words), the full Deal Flow table with valuations and stage, and Portfolio Watch — three ticker calls with thesis and entry/exit triggers.
While billing is in development, premium editions unlock in the archive with a free email signup — no card required. When checkout opens at $15/mo, founding waitlist members keep that rate for life.