In its new national security strategy, President Donald Trump emphasizes artificial intelligence, biotechnology, and quantum computing as pillars of American technological power. However, there is no mention of bitcoin, blockchain, or digital assets. This stark contrast with the pro-crypto momentum displayed since his inauguration creates a loud silence in the industry.
A Crypto-Friendly President… But Not in the Name of National Security
Since January, the Trump administration has been ticking off its crypto-friendly agenda: revoking Biden’s directives, establishing the President’s Working Group on Digital Asset Markets, opposing a state-run digital dollar, supporting the GENIUS Act, and easing legal procedures. It even set up a strategic bitcoin reserve funded by seized BTC.
However, none of these initiatives are reflected in the strategic vision released this weekend. No mention of blockchain as a critical infrastructure. No consideration of systemic risks associated with tokenization. Not even a nod towards American technological competitiveness in a sector where Europe and Asia are swiftly advancing.
AI, Biotech, and Quantum Computing Take Priority
The document is clear: the guiding principle aims to establish American standards in next-generation technologies.
We want to ensure that American technologies and standards, particularly in AI, biotech, and quantum, lead the world forward.
This choice suggests that, for the government, digital assets are still viewed as a financial and regulatory matter, rather than a strategic issue of sovereignty or national security. An astounding position at a time when bitcoin is already influencing energy geopolitics and tokenization is reshaping capital markets.
An Ambiguous Signal for the Crypto Industry
The omission does not negate the political progress made in recent months, but it dampens the expectations of those who hoped to see crypto elevated to a national priority akin to AI. This strategic ambiguity could impact future decisions: budgets, research programs, talent attraction, or blockchain integration in critical infrastructures.
In essence: the White House supports crypto… as long as it stays within its financial lane. In the realm of national security, the industry will need to demonstrate that it is not just a speculative asset but a technological lever capable of providing a structural advantage to the United States.
