MiddleGame Ventures says Europe sovereignty mandates drive onchain financial-rails investment thesis
Bitget2026/09/29 06:58- 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.
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