Research, read from the same record
Market analysis and feasibility studies on the sectors Setcoin covers, alongside the data products built from the Atlas.
Explore Setcoin Intelligence
Data insightsWhat the joined registers show
Consented-not-tendered pipeline, queue durations, offtake prices, the transformer wall.
SectorsSeven emerging sectors, each on its own ladder
Materials, space, defence, robotics, quantum, fusion and biotech, with organisations ranked by stage.
Capital MapWho funds projects before they are built
Capital groups mapped to the stages, sectors and ticket sizes they actually fund.
Equipment MapWho can build what the Atlas holds
Equipment vendors scored on filed backlog, capacity and fit to the pipeline.
Research reports
Investment MemorandumGlobal Market Analysis — Deep Space Economy
The space economy's growth is infrastructure-constrained, not demand-constrained. Six subsectors — next-gen satellites, space defense, hy…
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Technical FeasibilitySpace-Based Datacenters — Development Feasibility Study
In-orbit data centers are projected to grow from $1.77B (2029) to $39.09B (2035) — a 67.4% CAGR — driven by AI energy demand outpacing te…
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Technical FeasibilityCommercial Space Stations — Feasibility Analysis
With the ISS retiring around 2030, the commercial space station market is projected to grow from $3.24B (2030) to $10.6B (2032), a 15.8%…
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Investment MemorandumGlobal Market Analysis — Datacenters & Technologies
The global datacenter market grows from $418B in 2025 to $692B by 2030 (10.6% CAGR), driven by AI workloads, hyperscale expansion and an…
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Comprehensive Market AnalysisEuropean Defense Spending Surge — €800B ReArm Europe by 2030
At The Hague Summit (June 2025) 31 of 32 NATO members committed to 5% of GDP on defence and security by 2035 (3.5% core + 1.5% resilience…
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Comprehensive Market AnalysisEuropean Counter-Drone — Market Assessment 2026–2035
Europe faces a cost-asymmetry crisis: $500–$50,000 drones countered by $500,000–$5M interceptors. The European C-UAS market grows from €1…
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Investment MemorandumGlobal Market Analysis — Advanced Robotics & Technologies
Robotics is at its iPhone moment: demand massively outstrips supply across tactile sensors (50–100M needed vs 500K capacity), the $5K–15K…
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Investment MemorandumUkraine Battlefield Lessons — Critical European Defence Investments 2026–2035
Three years of high-intensity combat in Ukraine have made traditional force structures obsolete: 10 Ukrainian troops eliminated 2 NATO ba…
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Questions about our research
What is Setcoin Intelligence?
Market analysis and feasibility studies on critical infrastructure and frontier technology — 8 reports today across defence, space, data centres and robotics — plus data insights and sector maps built from the Setcoin Atlas.
Are the full reports free?
Each report page is a free public summary: executive summary, key figures, frameworks, contents and FAQ. The full report is released to qualified institutional investors on request through the access form on its page.
How are the figures sourced?
Every report cites its primary sources. Market figures are labelled with their source and horizon, and modelled figures are marked as modelled.