Space Platform
What technology stack enables permissionless space infrastructure?
The same ABCD stack that powers terrestrial DePIN applies to space — but each layer faces unique constraints from physics, regulation, and capital requirements.
The ABCD Stack in Space
| Layer | Function | Space Application | Status |
|---|---|---|---|
| A - AI | Pattern recognition | Orbital optimization, EO analysis, debris prediction | 🟢 Active |
| B - Blockchain | Immutable record | Spectrum rights, data provenance, collision records | 🟡 Emerging |
| C - Crypto | Aligned incentives | Tokenized capacity, data markets, ground station rewards | 🔴 Nascent |
| D - DePIN | Physical layer | Satellites, ground stations, launch infrastructure | 🟡 Centralized |
Layer D: Physical Infrastructure
Launch Infrastructure
| Component | Players | DePIN Potential |
|---|---|---|
| Launch vehicles | SpaceX, Rocket Lab, RFA | Low (capital intensive) |
| Launch sites | Cape Canaveral, Mahia, Wallops | Low (regulatory) |
| Payload integration | Each provider | Medium (standardization) |
Space Segment
| Component | Players | DePIN Potential |
|---|---|---|
| Satellites | Starlink, OneWeb, Planet | Medium (tokenization) |
| Inter-satellite links | Starlink laser mesh | Low (proprietary) |
| Orbital slots | ITU coordination | Low (regulatory) |
Ground Segment
| Component | Players | DePIN Potential |
|---|---|---|
| Ground stations | AWS, KSAT, Atlas | HIGH (permissionless) |
| User terminals | Starlink Dishy, others | Medium (subsidy model) |
| Backhaul | Fiber, cellular | Existing DePIN (Helium) |
Best entry point: Ground stations. Unlike launch vehicles or satellites, ground antennas can be deployed permissionlessly in most jurisdictions.
Rocket Lab's Platform Stack
From the data architecture:
Components (solar cells, star trackers, reaction wheels)
↓
Spacecraft Platforms (Photon, Pioneer, Lightning)
↓
Launch Services (Electron, HASTE, Neutron)
↓
Mission Operations (ground control, telemetry)
↓
Data Products (EO, positioning, comms)
The vertical integration thesis: Own the stack → own the data → own the predictions → own the customer relationship.
Layer A: AI in Space
Current Applications
| Application | What AI Does | Maturity |
|---|---|---|
| Orbital optimization | Route planning, fuel efficiency | 🟢 Production |
| Debris prediction | Conjunction analysis | 🟢 Production |
| EO analysis | Object detection, change monitoring | 🟢 Production |
| Autonomous operations | Satellite decision-making | 🟡 Emerging |
| Ground scheduling | Pass optimization | 🟢 Production |
Edge AI in Orbit
Emerging capability: AI inference on satellites themselves.
| Benefit | Example |
|---|---|
| Reduced downlink | Process images onboard, send only results |
| Faster response | Real-time detection without ground round-trip |
| Autonomous tasking | Satellite decides what to image next |
AI + Space Data Flywheel
More satellites → More data → Better AI models
↑ ↓
Value ←←←←←←← Better products
The data moat: Companies with the most satellite data (Planet, Maxar, Starlink) have the best training sets for space AI.
Layer B: Blockchain for Space
Current Use Cases
| Use Case | What Blockchain Provides | Status |
|---|---|---|
| Data provenance | Cryptographic proof of capture time/location | 🟡 Pilots |
| Spectrum rights | Immutable allocation records | 🔴 Concept |
| Collision records | Auditable conjunction history | 🔴 Concept |
| Supply chain | Component traceability | 🟡 Emerging |
Missing Infrastructure
| Gap | Why It Matters | Opportunity |
|---|---|---|
| Satellite identity | No standard for machine passports | First-mover wins |
| Cross-constellation coordination | Proprietary protocols fragment | Standard captures value |
| Debris liability | Attribution requires proof | Blockchain evidence |
Layer C: Crypto Economics
Tokenization Opportunities
| Asset | Current Model | Token Model | Barrier |
|---|---|---|---|
| Satellite capacity | Enterprise contracts | Fractional ownership | Regulatory |
| Ground station time | Per-pass pricing | Token-gated access | Need network |
| EO data | Subscription/per-image | Data marketplace | Standards |
| Spectrum | Licensed bands | Dynamic allocation | ITU |
Incentive Alignment
| Participant | Incentive | Token Mechanism |
|---|---|---|
| Ground station operators | Deploy antennas | Rewards for passes completed |
| Data providers | Share imagery | Payment for verified data |
| Compute nodes | Process data | Rewards for inference |
| Validators | Verify claims | Staking + slashing |
Ground Station DePIN Model
Potential architecture for "Helium for satellite downlinks":
Ground Station Owner
↓
Deploy antenna + compute
↓
Join permissionless network
↓
Receive satellite passes
↓
Earn tokens per GB downlinked
↓
Staking for quality assurance
Critical requirements:
- Technical: Compatible with target constellations
- Regulatory: Local antenna permissions
- Economic: Token value sustains hardware investment
Platform Comparison
| Platform Layer | Centralized (Current) | DePIN (Opportunity) |
|---|---|---|
| Launch | SpaceX, Rocket Lab | Not viable (capital) |
| Satellites | Starlink, OneWeb | Tokenized constellations |
| Ground | AWS, KSAT | Best entry point |
| Data | Planet, Maxar | Composable markets |
| Compute | Cloud providers | Orbital edge + ground |
The Insight
"Ground infrastructure is the soft underbelly of the space industry — the one layer where permissionless deployment is possible without $100M in launch costs."
Context
- Space Industry — Parent analysis
- ABCD Stack — Technology framework
- DePIN — Physical infrastructure patterns
- Telecom Platform — Ground network parallels
The Meta Question
"Which space infrastructure layers can be decentralized — and which are necessarily centralized?"