Setcoin research,
chapter by chapter
Each chapter opens with the question it answers, its context and the key takeaways, followed by numbered exhibits and the full text. The first 3 chapters of every report are open to everyone; a subscription to a sector opens every chapter in it.
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- live projects on the Atlas
- 252,484
- source documents cited
- 57,350
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Sectors
What the platform covers
Each sector is €199 a month or €1,490 a year and opens every report in it. All sectors, including those still to launch, is €999 a month or €7,990 a year.
Space & aerospace
Preview11 reports · 624 chapters
Data centres & digital infrastructure
Preview1 report · 15 chapters
Defence & security
Preview3 reports · 23 chapters
Robotics & automation
Preview1 report · 18 chapters
Quantum technologies
Preview1 report · 11 chapters
Semiconductors
Preview1 report · 8 chapters
Fusion energy
Coming soonIn preparation
Green ammonia, SAF & renewables
Coming soonIn preparation
Materials science
Coming soonIn preparation
Deeptech & AI
Coming soonIn preparation
Biotech
Coming soonIn preparation
Library
Pick a report
Investment MemorandumPreviewSpace & aerospace · 2026–2040
Deep Space Economy
The global space economy reached $626 billion in 2025 (Novaspace). Demand is accelerating on three fronts at once: cheaper launch, record private capital…
15 chapters · 49 visuals · 211 min
Feasibility StudyPreviewSpace & aerospace · 2026–2035
Space-Based Datacenters
Terrestrial datacenters are running into power, water and land limits just as AI demand accelerates. The study tests whether falling launch costs and…
22 chapters · 81 visuals · 316 min
Feasibility StudyPreviewSpace & aerospace · 2026–2035
Commercial Space Stations
The ISS retires at the end of 2030 and no commercial station has yet flown. This study assesses whether commercial stations are feasible technically,…
28 chapters · 72 visuals · 128 min
Sector StudyPreviewSpace & aerospace · 2026–2035
Defence Space & Golden Dome
Golden Dome combines space sensors, a space data network, ground and sea interceptors and possibly interceptors in orbit. This study separates what is…
34 chapters · 51 visuals · 162 min
Sector StudyPreviewSpace & aerospace · 2026–2035
Launch Economics
329 launches in 2025; SpaceX flew half, 74% of them for its own Starlink; customers paid ~$60M per Falcon launch.
48 chapters · 42 visuals · 180 min
Sector StudyPreviewSpace & aerospace · 2026–2035
Direct-to-Device
637 Starlink direct-to-cell satellites in orbit; 15,000 next-generation satellites authorised; ~7.4M devices a month; $17B paid for 65 MHz.
58 chapters · 54 visuals · 180 min
Sector StudyPreviewSpace & aerospace · 2026–2030
Space Supply Chain
satellites themselves are no longer the scarce item.
62 chapters · 76 visuals · 180 min
Sector StudyPreviewSpace & aerospace · 2026–2060
Lunar Economy
The Moon is still a government market priced per kilogram.
63 chapters · 64 visuals · 180 min
- Sector StudyPreview
Space & aerospace · 2026–2035
Earth Observation
Satellite imagery is getting cheap, and the money is moving elsewhere.
101 chapters · 33 visuals · 180 min
Sector StudyPreviewSpace & aerospace · 2026–2035
In-Space Manufacturing
fewer than the industry's marketing suggests, and the best-proven one is not a product at all.
92 chapters · 36 visuals · 180 min
Sector StudyPreviewSpace & aerospace · 2026–2050
Space-Based Solar Power
not soon, and only if two costs fall by large factors at once.
101 chapters · 31 visuals · 180 min
Market Analysis & FeasibilityPreviewRobotics · 2026–2030
Advanced Robotics
Demand for capable robots, led by humanoids, is outrunning the supply of the components they need: touch, dexterous hands, robust perception and…
18 chapters · 40 visuals · 34 min
Market AnalysisPreviewData centres · 2026–2030
Datacenters & Technologies
The opening chapter sets the three lenses used throughout the study: how big the market is and which segment drives it, how AI changes the physical…
15 chapters · 36 visuals · 44 min
Market AnalysisPreviewDefence · 2026–2030
ReArm Europe
NATO agreed in June 2025 to a 5% of GDP target by 2035, split into 3.5% core defence and 1.5% security-related spending. ReArm Europe adds €800B for…
8 chapters · 16 visuals · 9 min · scope & outline
Market AssessmentPreviewDefence · 2026–2030
Counter-Drone Europe
Cheap drones have inverted the cost of air defence: a $35K Shahed is routinely met with interceptors costing hundreds of thousands. Ukraine has shown that…
8 chapters · 16 visuals · 17 min · scope & outline
Strategic AnalysisPreviewDefence · 2026–2035
Ukraine Battlefield Lessons
Cheap drones have collapsed the cost of finding and striking targets. The report uses a NATO exercise and three years of combat to illustrate the shift.
7 chapters · 12 visuals · 8 min · scope & outline
Market AnalysisPreviewQuantum · 2026–2035
Quantum Technologies
Scope of Setcoin's quantum technologies market analysis: computing hardware platforms, quantum networks and key distribution, the photonic and cryogenic…
11 chapters · 17 visuals · 15 min · scope & outline
Strategic InsightsPreviewSemiconductors · 2026–2030
Semiconductors
Strategic insights on the semiconductor equipment and materials cycle: the technology transitions reshaping the industry (EUV lithography, gate-all-around…
8 chapters · 13 visuals · 8 min · scope & outline
Opportunities
From thesis to target list
23,203 projects before investment decision, filtered by sector, region, stage and gates on record, ranked by the Bankability Index.
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Research for professional investors. Not investment advice, and not an offer of any security or fund interest.