MiddleGame Ventures says Europe sovereignty mandates drive onchain financial — rails investment thesis

MiddleGame Ventures SA flagged Europe’s “sovereignty” agenda as a new driver of demand for regulated financial infrastructure. Analysis cited the EU’s ReArm Europe/Readiness 2030 envelope near EUR 800 billion, including the EUR 150 billion SAFE instrument. NATO commitments referenced 5% of GDP by 2035, split into 3.5% core defense spending, 1.5% infrastructure resilience. Europe’s defense, security, resilience startups raised a record USD 8.7 billion in 2025, up 55% year on year. Mandates highlighted: a legal-tender digital euro targeted for 2029, identity wallets banks must accept from December 2027, G7 quantum migration window set for 2030-2035. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. MiddleGame Ventures SA published the original content used to generate this news brief on September 29, 2026, and is solely responsible for the information contained therein. (C)