Cassandra Protocol
S01E23 : LUNAR LOGISTICS 3/3: ROCKET LAB/INTUITIVE
The cooling fans scream. We are the accountants of the apocalypse, auditing a collapse before the dust settles. The scrap value of the moon is negative.
sector-business
Cislunar Mirage
NOTES: Rocket Lab/ Intuitive: The CapEx of Gravity
The Cislunar economy is a taxpayer-funded mirage. From leaky LUNR buckets to RKLB's lonely Time Lord CEO, here's how to get skint betting on a graveyard.
Cislunar Monopsony
AUDIT: Rocket Lab / Intuitive: The Architecture of a Vacuum
An audit of the 2026 commercial space sector reveals a fragile cislunar monopsony masking insolvency. Discover the brutal CapEx of gravity and NSTM-3.
Cassandra Protocol
S01E17 : LUNAR LOGISITICS 2/3: NORTHTOP GRUMMAN
The server room hums. We append to LUNAR. Uncover the math of the vacuum, the $35T sovereign debt collision, and the fatal hemorrhage of orbital vanity.
Economics of Hubris
NOTES: Northrop Grumman: The Economics Of Hubris
Northrop's lunar mission is property management with rocket fuel. Dive into the economics of hubris, cost-plus bloat, and a maxed-out credit card.
Space Economics
AUDIT: Northrop Grumman: The Geopolitics of Gravity
Explore the geopolitics of gravity. Auditing Northrop Grumman’s HALO project reveals how Cost-Plus contracts act as Brutalist institutional armor.
Cassandra Protocol
S01E08: THE SILVER ECONOMY 3/3: HERAEUS/LBMA
Deep in the Sedona desert, the Cassandra Protocol initiates. The physical silver vaults are empty, and the paper ledger is a ghost. The final scam begins.
Ghost Silver
NOTES: Heraeus/LBMA: How to Burn a Dead Phone for Five Cents of Ghost Silver
Urban mining is a thermodynamic joke. Why spend 42 cents to burn a dead phone for 5 cents of ghost silver? The green revolution is a rigged LBMA casino.
Systemic Decoupling
AUDIT: Heraeus / LBMA: Systemic Decoupling and the Terminal Failure of Paper Silver
The LBMA's 400:1 paper silver leverage is breaking. Discover why terminal thrifting velocity and systemic decoupling guarantee a cash-settled Force Majeure.
Cassandra Protocol
S01E04: THE SILVER ECONOMY 2/3: FRESNILLO - PAN AMERICAN
The Cassandra Protocol is active. A dying terminal reveals the Ostrich Algorithm: a global silver market masking a subterranean collapse. The grid starves.
Photovoltaic Insolvency
AUDIT: Fresnillo / Pan-American - Photovoltaic Insolvency and the Liquidation of the Silver Supply Chain
Green energy collides with geological reality. Discover why TOPCon solar targets and a 117.6M oz silver deficit expose a structurally insolvent supply chain.
The Thrifting Lie
NOTES: The Great Thrifting Lie: Selling Our Silver Teeth for Solar Mirrors
The green transition is a fairytale built on the Great Thrifting Lie. While miners drown in debt, financial streamers profit from the internecine chaos.