10x Research: Bitcoin's True Thesis Lies in Breaking Data Center Physical Constraints, SpaceX/Starlink Deployment May Pave the Way for Decentralized Infrastructure
TechFlow news, July 10, according to a post by 10x Research (@10xResearch) pointing out that the core thesis of Bitcoin is not hedging against currency depreciation, but solving three physical constraints faced by data centers—heat, energy consumption, and jurisdiction—all of which will disappear in orbital space.
The article argues that the synergy between SpaceX, Starlink, and Bitcoin is not accidental, but a systematic layout of a deliberate decentralized infrastructure system. Meanwhile, centralized systems represented by China's digital yuan are constructing their "mirror" version. The dual attributes of cryptography, satellite, and AI technologies enable them to either disperse power or highly concentrate power.
10x Research characterizes this as "the most important yet least discussed investment and geopolitical issue within the next decade," and points out: whoever wins this infrastructure race will win the "operating system" of the next century. The full report has been published on its official platform.
