Rosa Del Mar

Issue 1 2026-01-01

Rosa Del Mar

Daily Brief

Issue 1 2026-01-01

Frontier Watch Items And Geo Energy Shifts

  • Space-based Bitcoin mining is plausible because access to very cheap energy in orbit and manageable latency could allow meaningful block production competition.
  • The U.S. is betting its national strategy on AI and data supremacy, and Bitcoin is positioned to fit into that agenda.
  • Bitcoin’s momentum is described as coupling to the administration once the Treasury–Federal Reserve relationship becomes the central policy priority.