Trump delivers national security strategy speech, does not mention cryptocurrency, blockchain only discusses 'financial innovation'

Trump's new national security strategy deliberately avoids discussing blockchain and cryptocurrency, causing Bitcoin's price to immediately fall below $90,000, as the market worries about the inflationary pressure from policy signals and military spending expansion. (Background: Trump's son has seen his Bitcoin mining company American Bitcoin crash by 39%! The unlocking of private equity's lock-up period has triggered selling pressure.) (Background: Trump signed the "Taiwan Assurance Implementation Act," requiring the U.S. to regularly strengthen U.S.-Taiwan relations every five years.) U.S. President Trump often refers to himself as the "cryptocurrency president," and this year he prominently established a national Bitcoin reserve. However, this week’s release of the National Security Strategy (NSS) made no mention of blockchain or cryptocurrency. This "digital silence" immediately triggered a chain reaction, with Bitcoin plunging below $90,000 over the weekend, and the market began to reassess Washington's calculations between geopolitical and financial hegemony. The disconnection between slogans and documents The first gap comes from the contrast between the president's words and actions. During Trump's presidency, the (GENIUS Act) was passed, which halted strict enforcement by regulatory agencies on cryptocurrency companies, even planning to "lock" global computing power into the U.S. However, the official NSS has focused technology attention on artificial intelligence, biotechnology, and quantum computing, leaving only vague terms like "digital financial innovation" regarding blockchain. CIA Deputy Director Michael Ellis emphasized in May: "Cryptocurrency is a key area for competition with China." The urgency of the intelligence community ultimately did not make it into the national-level strategy, indicating that the president's will is still constrained by traditional national security frameworks. The NSS explicitly requires the U.S. to maintain a leading position in AI standards and supply chains, viewing its importance as akin to nuclear deterrence. In contrast, cryptocurrency has been sidelined, only briefly mentioned in the "financial innovation" section, with the wording shift representing a tug-of-war over responsibility: if included in core national security, the Department of Defense would lead; if it remains in the financial domain, the Treasury still holds control. The document chose the latter, meaning the White House does not currently view Bitcoin as a strategic asset that must be defended with military resources. Wall Street's immediate reaction The NSS also calls for NATO allies to increase defense spending from 2% to 5% of GDP. Wall Street interpreted this as a prelude to government borrowing and inflation pressures, leading funds to quickly withdraw from liquidity-sensitive assets, with cryptocurrency being the first to bear the brunt. As Bitcoin fell below $90,000, CME data showed that traders still had an 88.5% probability of betting on the Federal Reserve cutting interest rates by 25 basis points this week, but if long-term military spending drives up inflation, the subsequent room for rate cuts may be limited, which is the deeper reason for the price correction. CoinDesk commented that excluding cryptocurrency from the core of national security might represent a form of "strategic ambiguity." Once Bitcoin is officially categorized as a national security asset, the next step is likely to be military-grade reviews and regulations, which may not be good news for a freely flowing market. The current ambiguity, on the contrary, allows Bitcoin to remain on Wall Street rather than the Pentagon's stage. For investors, the focus is no longer on Trump's campaign slogan, but on public debt yields and NATO military spending bills. Bitcoin's trend has been incorporated into the macro matrix, and as the arms race and fiscal deficits heat up simultaneously, every "blank" in national security documents adds a hidden cost in the market's mind. Related Reports Nobel laureate warns: Trump's trade is failing, and the Bitcoin crash is the reason. After Trump pardoned CZ, Binance is sued again: the lawsuit claims $1 billion funding for Hamas terrorism. 3,200 people in the Bitcoin community signed a petition for Trump to pardon Samourai: the wallet developers are neutral and should not be treated as money laundering. "Trump delivers national security strategy speech, does not mention cryptocurrency, blockchain only discusses 'financial innovation'" This article was first published on BlockTempo (the most influential blockchain news media).