The US administration has published a national security strategy that conspicuously omits any direct references to crypto or distributed ledger technology.
Despite Donald Trump’s aggressive pro-crypto rhetoric on the campaign trail, the official document shifts focus to artificial intelligence and quantum computing. However, beneath the surface of the military and energy doctrines, conditions are forming that analysts may interpret as a hidden signal for long-term crypto market growth.
New Priorities of American Authorities
Instead of expected language regarding mining protection or stablecoin legalization, the White House designated the development of biotechnologies and quantum systems as vital interests. The only thread connecting the strategy to the industry is a point on maintaining leadership in digital finance.
Authorities intend to use fintech innovations to ensure market liquidity and security, leaving room for maneuver but offering the industry no direct guarantees. This silence stands in sharp contrast to the administration’s actions this year, including the creation of a specialized working group and the rejection of a CBDC.
Inflationary Driver
The main surprise for markets lies in the section on international alliances. Trump demands that NATO countries increase defense spending from the current 2% to an unprecedented 5% of GDP. Such a sharp increase in military budgets will inevitably lead to a rise in government borrowing among US allies.
For the crypto market, this creates a textbook scenario: rising national debt traditionally fuels inflation, forcing investors to seek refuge in assets with limited supply, such as Bitcoin. Although this may complicate the central banks mission to lower rates in the short term, the long-term macroeconomic backdrop becomes favorable for alternative finance.
Energy Bonus
The new energy doctrine may provide indirect support to miners. The strategy prioritizes US dominance in this sphere and focuses on regulating fossil fuel and nuclear energy industries. The White House aims to ensure cheap and abundant energy to power data centers and industrial facilities.
Although the document links this directly to AI needs, the surplus of generating capacity and lower electricity tariffs will automatically improve mining margins in North America, even if the sector is not named as a priority in the text.
Read also:
- The New Laws of US Crypto: GENIUS, CLARITY & Anti-CBDC Acts
- SEC Introduces New Framework for Token Classification
- 2025 Global Crypto Regulations: How Different Countries are Approaching Cryptocurrency
This post is for informational purposes only and does not constitute advertising or investment advice. Please do your own research before making any decisions.