Trump’s Security Strategy Advances AI and Quantum, with Crypto Off the Page

When the Trump administration released its 2025 National Security Strategy last Friday, the crypto community quickly noticed that crypto and blockchain were nowhere in the document, which instead highlighted AI, biotech, and quantum computing as the top priority tech for the U.S.

What makes the absence even more curious is that Trump spent the year pushing some of the strongest pro-crypto moves ever taken by a U.S. administration, including signing the GENIUS Act in July to create the first federal framework for the $250 billion stablecoin market after it passed with bipartisan support.

Some analysts were quick to call it a double game, and the contrast prompted discussions about why such an active policy streak never appeared in the strategy, and whether the real maneuvering around assets is happening in the grey market.

CIA Deputy Director Michael Ellis stated in May that crypto represents another area of technological competition where America needs to keep its position against China, and Trump himself told CBS’s 60 Minutes just last month that he won’t let them become “number one in the world in crypto.”

Neither of these sentiments found their way into the official security document, which has left industry observers wondering whether the administration views crypto only as a private business solution.

Bitcoin slipped below $90K over the weekend following the strategy release before recovering to around $93K on Tuesday, with traders now focused on the Federal Reserve meeting. CME’s FedWatch tool currently shows around 87% probability of a 25 basis point rate cut, and analysts at the London Crypto Club predict that a different monetary policy might bring a “powerful structural tide” for risk assets heading into 2026.

Crypto adoption now grows faster than ever – ownership jumped 9.9% this year with more than 600 million users around the world, and stablecoins now make up 30% of all on-chain transfers.

It may not raise alarms on its own, yet the omission feels deliberate when set against the parts of the economy already shifting toward on-chain activity. Recent data also highlighted far more stablecoin movement in sectors that benefit from faster settlement systems, particularly online gambling. PokerStrategy noted that many operators have begun adopting blockchain rails to support verified fair play and near-instant withdrawals, reflecting a broader move toward more transparent and efficient transaction flows.

Private on-chain activity continues to rise each week, and analysts note that similar trends in past cycles usually lined up with renewed interest from bigger buyers. MicroStrategy continued its buildup last week, buying another 10,624 BTC for $962M at an average price of $90,615 per coin, which brings the company’s total holdings to 660,624 BTC acquired at an average cost of $74,696 across all transactions.

Several states have pushed forward on their own timelines rather than wait for federal instructions – New Hampshire became the first state to establish a Bitcoin reserve when Governor Kelly Ayotte signed HB 302 in May, authorizing the state treasurer to invest up to 5% of state funds in Bitcoin. Texas appropriated $10 million for its own reserve while recently purchasing $5 million in BlackRock’s Bitcoin ETF as a placeholder during custody negotiations.

2025-US-National-Security-Strategy

The security strategy, however, does include one reference to preserving “America’s financial sector dominance” through “leadership in digital finance and innovation,” which some analysts interpret as an indirect acknowledgment of blockchain infrastructure, though without explanation, the practical impact remains unclear.

The administration’s actions this year suggest a far more active stance than the document implies, and traders remain focused on rate policy and real conditions in the market instead of waiting for Washington to spell out a position that millions already treat as done.