Cryptocurrency and blockchain received zero mention in President Donald Trump’s newly released national security strategy—an omission that stands out given his repeated claims that the United States must not fall behind global competitors in the race for digital asset dominance. The silence is even more surprising as crypto continues to integrate into global finance, compliance systems, national security discussions, and geopolitical technology rivalry.
The administration’s new strategy, published Friday, instead spotlights artificial intelligence and quantum computing as the “core, vital national interests” that will define U.S. technological leadership. For an industry expecting a more direct stance, the lack of explicit crypto acknowledgment raises questions about how the U.S. plans to compete against countries like China, Russia, and the UAE that are aggressively expanding their blockchain infrastructure.
AI, Quantum Prioritized
In the strategy document, the Trump administration emphasizes a future built around AI, biotech, and quantum technologies—positioning them as the pillars of global technological competition.
“We want to ensure that U.S. technology and U.S. standards—particularly in AI, biotech, and quantum computing—drive the world forward,” the administration wrote.
This prioritization aligns with global security trends but sidelines blockchain and cryptocurrency—technologies that many analysts argue are increasingly intertwined with cybersecurity, financial resilience, sanction evasion monitoring, and critical infrastructure modernization.
The omission drew attention because Trump himself has recently elevated the topic of crypto in public interviews. In a CBS 60 Minutes appearance last month, he said he did not want “China to be number one in the world in crypto” and reiterated his goal for all Bitcoin mining to occur in the U.S. This stance is also aligned with national security arguments that domestic mining could secure the Bitcoin network against foreign adversaries.
Crypto as Competition
The national security silence contrasts with statements by top officials. CIA deputy director Michael Ellis said in May that cryptocurrency is “another area of technological competition where we need to make sure the United States is well-positioned against China and other adversaries.”
This reflects growing consensus across intelligence and policy circles that blockchain is more than a financial instrument—it’s an infrastructure layer with implications for supply-chain security, economic sanctions, surveillance resistance, and financial sovereignty.
China’s early lead in state-backed blockchain technology, its digital yuan (e-CNY), and its mining dominance before U.S. regulatory shifts underscore why many policymakers expected crypto to appear in the strategy.
Financial Dominance Signals
There is at least one indirect signal. A section of the document discusses the need to preserve and grow “America’s financial sector dominance” by using U.S. leadership in digital finance and innovation to secure market liquidity and stability.
This phrasing may nod to crypto without naming it—especially as blockchain-based settlement, tokenized assets, and stablecoins increasingly anchor global liquidity systems. But the lack of explicit reference leaves ambiguity for a sector seeking more clarity.
Pro-Crypto Moves Continue
Despite the omission, the Trump administration has moved forward with some of the most significant crypto-friendly policy actions in U.S. history this year.
These include:
- Signing the GENIUS Act, creating a regulatory framework for stablecoins.
- Issuing executive orders establishing a crypto task force.
- Banning a central bank digital currency (CBDC), arguing it threatens financial privacy.
- Directing federal agencies to scale back aggressive enforcement actions on crypto companies.
- Establishing a Bitcoin reserve and crypto stockpile, partly composed of forfeited digital assets.
- Exploring “budget-neutral” methods of acquiring additional crypto holdings.
Together, these moves signal that crypto remains a policy priority—even if not explicitly described in the national security blueprint.
Market Reactions Mild
Bitcoin traded below $90,000 over the weekend as markets absorbed the strategy document. While the omission sparked discussion in policy circles, traders focused more heavily on the macroeconomic backdrop.
The document calls on U.S. allies—especially NATO members—to increase defense spending to 5% of GDP, up from the current 2% target. Markets interpreted this as a potential trigger for increased government borrowing, elevated inflation expectations, and reduced likelihood of near-term aggressive monetary easing.
Still, broader crypto price action remains tied to expectations around the U.S. Federal Reserve.
Rate Cut Expectations
The Federal Reserve’s upcoming interest rate decision this week is the primary driver of crypto market momentum. Many investors expect a 25 basis point rate cut, with the CME FedWatch tool showing nearly 88.5% probability of such a move.
A rate cut historically increases risk appetite, pushing investors toward speculative assets including Bitcoin, Ethereum, and other digital assets. A deeper or faster easing cycle would likely further catalyze crypto inflows.
Global Adoption Rising
While Trump’s national security strategy may sidestep crypto, global adoption continues to rise. Nations across Asia, Europe, and the Middle East are investing heavily in digital asset infrastructure, tokenized asset markets, central bank digital currencies, and blockchain-based trade systems.
The world is moving forward quickly—and this raises the stakes for whether the U.S. can maintain leadership in cryptocurrency innovation, mining, security, and financial sovereignty.
For now, Trump’s strategy offers strong positioning on AI and quantum—but leaves crypto advocates waiting for the next chapter.