Last Friday, Trump’s newly released national security strategy made its priorities crystal clear—AI, biotechnology, and quantum computing are, in his view, the core technologies that will keep the US in the lead. He even launched a “Genesis Project,” modeled after the Apollo moon landing program.

But interestingly, throughout the entire strategic document, there’s not a single mention of cryptocurrency or blockchain.

What does this indicate? From a top-level design perspective, AI and quantum computing are the real “hard power” drivers that can impact a nation’s fortunes, holding a strategic status far above today’s crypto assets. Where money flows and where talent goes—the signal here is pretty clear.

**What does this mean for the market?**

In the long run, computing power is the new oil of the digital age. Whether it's the rapid advancement of AI models or the accelerated implementation of disruptive quantum computing, all future digital world competition ultimately comes down to a battle of computing power. This wave will eventually force the entire digital infrastructure—including blockchain—to upgrade. The coins you hold and the networks behind them—whether they can stand strong in an era of exploding computing power—is the real question.

In the short term, don’t get too excited. This strategy isn’t a direct shot in the arm for the crypto market; it could even divert some attention and capital in the short run toward those more “mainstream” AI and quantum sectors.

**What should the average investor do?**

Be patient and act precisely. Don’t blindly rush in just because you see the word “technology,” and don’t panic just because crypto wasn’t mentioned. This is always the rhythm of the market—big money moves first, hot trends catch up later. Retail investors should focus on seeing the direction clearly and timing their moves right.