Serenity: US Policy Focuses on Space, Minerals, Supply Chain, Investment Opportunities

The signal here is thematic convergence rather than any single policy action: space, critical minerals and supply chains are being framed as one strategic bloc, which is exactly the overlap where tokenized commodity and infrastructure narratives tend to cluster. The practical effect is that capital and policy attention may increasingly be justified by national-security logic rather than pure return, a shift that changes how RWA projects pitch themselves. Whether that framing translates into durable flows, or remains a talking point, is the open question.