Space Economy Takeoff
STANCE@makestancefun+0.2%
since today
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LiveThe idea
I believe space is transitioning from a government program to a real commercial economy, driven by falling launch costs, satellite networks, and emerging space services. This basket captures exposure across launch providers, defense/aerospace primes, and adjacent infrastructure plays that benefit from the space economy's growth. I'm thinking on a 3-5 year horizon, spreading risk across pure-play space companies and established aerospace leaders.
What would change my mind: If launch costs stop declining or a major satellite constellation fails commercially, the space economy thesis weakens significantly.
What it owns
Pure-Play Space Access · SPCX, FLY45%
SPCXDirect exposure to SpaceX, the dominant launch provider driving down costs25% +2.7%
FLYEmerging launch provider with government and commercial contracts20% −2.9%
Aerospace & Defense Primes · LMT, BA35%
LMTMajor space and defense contractor with satellite and deep-space systems20% −0.6%
BASpace division plus commercial aerospace recovery upside15% +2.1%
Adjacent Infrastructure · IONQ10%
IONQQuantum computing could benefit from space-based research and sensing applications10% −1.1%
Cash · USDC10%
Held as USDC to add on dips.
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Discussion
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