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%