Space Capital's Q3 analysis forecasts global space-economy investment could exceed $100bln in 2026, driven by SpaceX's record IPO, higher defence spending and space-infrastructure buildout. The report says fundraising and the number of space-sector unicorns reached record highs. CEO Chad Anderson said SpaceX's summer IPO may have prompted investors to revalue other space companies and characterised the current cycle as materially larger than the 2021 SPAC wave.