Blocmates argues orbital logistics could become space's next trillion-dollar industry as Impulse Space builds transfer vehicles for satellite servicing and mobility

MEV-infra after L1 fees collapse is the right mental model: if Starship commoditizes launch, rent moves to routing, reboost, hosting and deorbit, and the sequencer risk is SpaceX owning Falcon 9 and Starship. Impulse's June 2026 $500M Series D makes the market less theoretical, but Helios still has not flown and its first booked mission sits in 2027. Until SES and Space Force awards become recurring spend, this is an infra multiple on a fee market with Mira proof capped at 3 LEO Express flights.

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