$RKST - Frontrun people's attention on SpaceFi.

> General Info
Rocket Strategy - is the first product out of Starcap. It is an onchain vehicle that buys commercial revenue rights on reusable rockets, slices payload space, and routes 80% of the treasury's share of launch profit into $RKST buybacks. 20% stays for costs.

In simple words: trade fee from $RKST/SPCX pair goes to treasury -> the strategy buys the commercial revenue rights of reusable rockets -> sells payload space on each flight to Researchers and universities / Space and tech companies / Government and defense / Whole-flight buyers.

Based on their docs, they are expecting to see 1.8x-2.5x returns on the investments. The returnts are going to buyback token, so at base case scenraio they are going to buyback around $100k of $RKST.

> Team + Connections
What I really like here is the combination of Crypto-native people and Space-native in the core team.

@0xBobdbldr - co-founder of starcap Ex-Founder of IVX labs, project on berachain which got $2M investments.
@Wajahat - co-founder of starcap. Ex-COO of IVX Labs; also co-founder of Spreads Finance (onchain stocks / perps).
Micah Walter-Range - the only classic space-finance name on the roster. He spent ~15 years at the Space Foundation, the big nonprofit whose annual Space Report is the industry’s go-to yearbook. He also helped build the index behind $UFO, the first Nasdaq space ETF - think a basket of listed names like Rocket Lab.
Check his linkedin.

Crypto-native vision and understanding of the game + Person with strong connections in space-finance space. As I said, the combo is pretty.

> Narrative + Attention
One of the key aspects of on-chain activity is Attention. And here’s what Rocket Strategy is focusing on:
- Rocket Strategy’s first investment will be Copernic, with $350,000 SpaceX slot planned as the second or third purchase;
- the “number-attention game” - can you imagine how much interest CT will have in the project once the first rocket purchase agreement is signed?!
- A team member with deep ties to space finance;
- Promising revenue and the amount of token buybacks - I think everyone understands perfectly well that a 100k buyback of tokens from a 250k LP pool is going to pump the token’s price several times over.

> Robinhood trenches statement + Onchain Data
Right now, Robinhood is experiencing one of its first major corrections. And what I really like is that $RSKT isn't falling below the $1.5M level (the recent dump was caused by a whale who sold $17K in a single transaction). But this dump was quickly bought out and currently trading at $2.1M.

Tokenomics:
15% of supply is burned.
5% in 6-month Vesting for Team.

Only 80% of supply is currently at circulating. There are no insiders here.

There are some smart holders here:
- AvgJoseCrypto is holding $32k in RKST (on fomo)
- Squid holding $26k in tokens (on fomo)
- seralberttrades holding $14k in tokens (1m portfolio, on fomo).
- The0xJose holding 2.1% of RSKT supply by cluster;
- Even TrustlessState bought $3k of RKST tokens.

> My overall view
- the idea is great, the team also wins, because they can add their own money and participate in greater deals where they need larger amount of liqudity (they are calling it "tickets");
- team with strong crypto experience and space-finance connections;
- a certain sense of uniqueness and novelty within the Robinhood ecosystem;
- the potential of "attention-numbers" game is crazy;
- there are real smart holders, what is proving that team has a strong crypto connections;
- the project is getting absolutely no attention, it currently has only 700 followers on X;

But, I'm still waiting for tommorow's AMA with MCG, to get more clear information on the business model and roadmap.

Personally, I expect a surge of liquidity and attention toward the token once the first deal is signed, as this will prove that their business model works.

If the first deal - which is currently being actively negotiated - is successfully signed, the attention from CT toward the next deal, potentially involving SpaceX, will be immense.

That's why at current $2.1M market cap, I see a good trade with good R/R.

If the deal is signed, it will attract attention; if it falls through, it’s unlikely the token will remain a potentially good trade.