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Deep & Emerging Tech·September 9, 2026·1 min read

Russia is still trying to make its Starlink competitor work — 32 new Rassvet satellites launched into orbit, but it still isn't enough to operate fully

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Russia’s struggle to field a Starlink alternative underscores how hard LEO broadband is without deep launch, manufacturing, and ground infrastructure. If your business assumes resilient global connectivity, you’re effectively betting on a very short list of satellite operators for the next decade.

Deep & Emerging Tech

Consensys plans to split into two companies: MetaMask, with Joe Lubin as CEO, and a new Consensys focused on Ethereum and institutional infrastructure

Splitting MetaMask from the institutional Ethereum infra business is a clean bet that consumer wallets and B2B rails have different risk, regulatory, and monetization profiles. If you’re building on this stack, expect more focused roadmaps and potentially separate partnership motions for retail vs institutional use cases.