US President Donald Trump’s new national security strategy surprisingly makes no mention of cryptocurrency or blockchain technology, despite his repeated claims that the United States must lead the global crypto race.
A document released Friday outlines the administration’s key national priorities, highlighting artificial intelligence, biotechnology, and quantum computing as the “core, vital national interests” needed to maintain US technological dominance. However, digital assets, Bitcoin, and the blockchain sector—areas Trump has promoted heavily this year—were noticeably absent.
US Tech Priorities Shift Toward AI and Quantum Computing
The national security strategy emphasizes strengthening US leadership in AI, biotech, and quantum computing to ensure American standards drive global innovation. This focus stands in contrast to Trump’s recent remarks on crypto competitiveness.
Last month on CBS’ 60 Minutes, Trump warned that he did not want “China to be number one in the world in crypto,” reiterating his desire for the United States to become the global hub for Bitcoin mining. Earlier this year, CIA Deputy Director Michael Ellis also labeled cryptocurrency a strategic domain where the US must stay ahead of China and other geopolitical adversaries.
A Subtle Nod to Digital Finance Leadership
While crypto and blockchain were not mentioned directly, the document does point to preserving “America’s financial sector dominance” through leadership in “digital finance and innovation.” Although vague, the language could be interpreted as indirectly referencing the role of cryptocurrencies and digital assets in modern financial systems.
Trump Advances Pro-Crypto Policies Despite Omission
Despite the omission in the strategy document, the Trump administration has pushed forward an aggressive pro-crypto agenda in 2025.
Recent policy actions include:
• Supporting and signing the GENIUS Act, a stablecoin regulatory framework
• Establishing a federal crypto task force
• Banning a US central bank digital currency (CBDC)
• Reducing crypto-related enforcement actions across federal agencies
• Creating a national Bitcoin reserve and crypto stockpile made from forfeited digital assets, while exploring “budget-neutral” ways to expand it
These moves have signaled a shift toward a more crypto-friendly regulatory environment, encouraging greater adoption among US financial institutions.
Crypto Markets React to the Strategy and Interest Rate Expectations
Bitcoin briefly traded below $90,000 over the weekend as markets digested the national security strategy and its call for stronger financial commitments from US allies. The document urges NATO member states to increase defense spending to 5% of GDP—more than double the current benchmark. Analysts warn that such spending levels may require increased government borrowing, potentially driving higher inflation and complicating central bank decisions.
For crypto investors, however, the biggest focus remains the Federal Reserve’s upcoming interest rate decision. Historically, rate cuts have supported risk-on assets like Bitcoin.
Market data from CME’s FedWatch tool shows nearly 88.5% of traders expecting a 25-basis-point rate cut when the Federal Reserve meets Tuesday and Wednesday. A cut could provide short-term bullish momentum for cryptocurrencies as investors shift toward higher-risk, higher-yield opportunities.
