29-JUL-2026 // TRANSMISSION 010
Shijian-31 vs. the Mission Robotic Vehicle: Two Ways to Own GEO
China's Shijian-31 is sweeping the entire geostationary belt from a 12.5-hour Molniya orbit, shifting its viewing longitude 15.7 degrees each pass and re-scanning the whole belt in roughly 23 days. Five weeks later, Northrop Grumman's Mission Robotic Vehicle launched carrying DARPA's RSGS robotic arms on a 10-month electric-propulsion climb to GEO. One power is building the ability to see everything in the belt. The other is building the ability to touch it.
22-JUL-2026 // TRANSMISSION 009
Golden Dome Funding Faces a $60B Reconciliation Squeeze
The administration wants $17.12 billion for Golden Dome next year, and about 98 percent of it rides on reconciliation. The House narrowly adopted its budget resolution on 22-JUL-2026, but the $60 billion defense instruction names no programs. Tracking satellites and interceptor prototypes are advancing on separate tracks while Congress decides what to fund.
15-JUL-2026 // TRANSMISSION 008
China Caught a Rocket. Now Comes the Replenishment Race.
China became the second country to recover an orbital-class booster, catching a Long March 10B in a ship-mounted net 19 hours after SpaceX's 617th landing. One catch doesn't erase a ten-year lead, but the same week, investigators exposed Chinese and Russian research into breaking Starlink. The next space war is a replenishment race.
08-JULY-2026 // TRANSMISSION 007
The Prize Fight: Golden Dome's Interceptor Layer Goes to Auction
Twelve companies, up to $3.2 billion in prototype agreements, and a funding structure where 98 percent of next year's money depends on a bill Congress hasn't written. Reagan tried this shield in 1983. The Pentagon wants a rematch, but this time Congress is the obstacle.
01-JULY-2026 // TRANSMISSION 006
The Moon Is Becoming Supply-Chain Infrastructure, Not a Research Outpost
An executive order redrew the U.S. defense perimeter out to the Moon. China's Chang'e-7 is already headed for the same lunar south pole real estate. Here's how a tracking blind spot, a coalition split and a scrapped space station all point to the same conclusion.
10-JUNE-2026 // TRANSMISSION 003
Beyond the Last Supper: How the Pentagon's Orbital Mesh is Breaking the Prime Monopoly
In the 1990s, Pentagon-mandated consolidation created five dominant defense primes. Now the U.S. is shifting from exquisite, monolithic platforms to proliferated, open-standard networks.
03-JUNE-2026 // TRANSMISSION 002
The Pentagon and NASA's SpaceX Marriage Creates a Monopoly for Elon Musk's Space Giant
With recent multi-billion-dollar contract awards and a catastrophic Blue Origin explosion, SpaceX has made itself the indispensable single point of failure for U.S. national security and the American space program.
29-MAY-2026 // Transmission 001
One Stock. A Rocket Company, a Satellite Empire and an AI Bet.
SpaceX is heading for the largest IPO in history at an approximately $1.75 trillion valuation. Before you decide what it's worth, you need to understand what you're actually buying.