Moon goo is not used in capital production.
Cap hulls are 100% T1.
T2 cap fittings do use goo, but they’re neither necessary nor difficult to acquire.
This is very basic, cursory information.
That threat comes from possession of a large number of capitals and players. It appears you did not know this…
The most likely outcome for them is that they will collapse on their own from internal failures and mismanagement. If that doesn’t happen, in a few years, sure, they might have the numbers to be a “threat” but, you’ll notice that The Bigs aren’t currently laying siege to Tribute, yes?