BSV Dragonfire 0009

Viruses in Orbit, Missiles on EarthIn this Dragonfire episode, we connect five signals shaping the 2026 space and defense landscape: how microgravity is rewiring virus–bacteria evolution on the ISS, the Department of War’s new $1B direct-to-supplier push, Intuitive Machines’ acquisition of Lanteris Space Systems, Turion Space’s purchase of Tychee Research Group, and Lockheed’s move to triple interceptor missile production.​It’s a fast rundown of how biology, industrial policy, software, and hardware are colliding — and what these shifts might mean for capital allocation, supply chains, and the next decade of space and defense. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit balerionspace.substack.com