Trump’s AI and Quantum Security Strategy: Crypto Excluded
- The recently released 2025 National Security Strategy conspicuously excludes cryptocurrency and blockchain technology,despite former president Trump's previous support for the industry.
- The 2025 National Security Strategy, unveiled last Friday, prioritizes Artificial Intelligence (AI), biotechnology, and quantum computing as key technological areas for U.S.
- This contrasts sharply with Trump's recent pro-crypto initiatives, most prominently the signing of the GENIUS Act in July.
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Trump’s National Security Strategy Omits Crypto Despite Prior Pro-asset Actions
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The recently released 2025 National Security Strategy conspicuously excludes cryptocurrency and blockchain technology,despite former president Trump’s previous support for the industry. This omission has sparked debate about the administration’s current stance on digital assets and it’s implications for the future of crypto in the U.S.
What Happened: A Notable Absence
The 2025 National Security Strategy, unveiled last Friday, prioritizes Artificial Intelligence (AI), biotechnology, and quantum computing as key technological areas for U.S. national security. Notably absent from the document is any mention of cryptocurrency or blockchain technology, a surprising oversight given the Trump administration’s earlier engagement with the sector.
This contrasts sharply with Trump‘s recent pro-crypto initiatives, most prominently the signing of the GENIUS Act in July. This legislation established a federal framework for the $250 billion stablecoin market, passing with bipartisan support.The omission raises questions about the administration’s long-term vision for digital assets.
The exclusion of crypto from the National Security Strategy is notably perplexing considering statements made by key administration officials. In May, CIA Deputy Director Michael Ellis emphasized that crypto is a critical area of technological competition with China. Trump himself, in a recent interview with CBS’s 60 minutes, vowed to prevent China from surpassing the U.S. in the crypto space.
Analysts are divided on the meaning of this discrepancy. Some suggest the administration may view crypto primarily as a private sector concern, while others speculate about a more nuanced, behind-the-scenes approach. The possibility of “gray market” maneuvering, where policy is enacted outside of public documentation, is also being considered.
Market Reaction and Current Trends
Bitcoin experienced a brief dip below $90,000 following the strategy’s release, before recovering to around $93,000 on Tuesday. Traders are now closely watching the upcoming Federal Reserve meeting. CME’s FedWatch tool indicates an 87% probability of a 25 basis point rate cut,which analysts at the London Crypto Club believe could trigger a “powerful structural tide” for risk assets heading into 2026.
Despite the market volatility, crypto adoption continues to accelerate. Global ownership has increased by 9.9% this year,now exceeding 600 million users worldwide. Stablecoins currently represent 30% of all crypto trading volume, highlighting their growing importance in the digital asset ecosystem.
| Metric | 2024 | Change from 2023 |
|---|---|---|
| Global Crypto Owners | 600+ Million | +9.9% |
| Stablecoin Market Share | 30% | +5% |
| Total Crypto Market Cap (Nov 2025) | $2.8 trillion | +15% |