NASA unveils $10B Moon base contract as SpaceX, Blue Origin join lunar gold rush

NASA raised the CLPS ceiling to $10 billion over ten years and expanded its existing contract, creating a long-term funding pipeline for commercial lunar delivery. The named eligibility of SpaceX and Blue Origin validates private space capabilities, though the amount is a ceiling rather than awarded revenue. The news is sector-positive for space-linked equities and tokens, with limited broad-market spillover.