Bitcoin’s Future Unshaken by Political Omissions: Market Resilience Prevails

In a surprising turn of events, President Trump's recently unveiled national security strategy for 2025 has omitted any direct mention of cryptocurrency or blockchain technology, despite his administration's previously established pro-digital asset stance. The strategy, released on December 12, 2025, instead prioritizes artificial intelligence, biotechnology, and quantum computing as the core pillars of America's technological future. This conspicuous absence comes in stark contrast to Trump's earlier executive order, which formally established a U.S. digital asset reserve and signaled a generally favorable regulatory environment for the industry. Market analysts and observers are interpreting this omission not as a rejection of crypto, but rather as a strategic prioritization of other emerging technologies in the context of national security. Many experts believe that the foundational work has already been laid through previous policy actions, granting the cryptocurrency sector a degree of operational autonomy and regulatory clarity that no longer requires explicit reiteration in every high-level document. The market's initial reaction has been notably resilient, with Bitcoin and other major digital assets maintaining their bullish trajectories. This stability suggests that institutional and retail investors alike view the ecosystem's fundamentals—scarcity, decentralization, and growing global adoption—as stronger long-term price drivers than transient political narratives. The omission may, in fact, be a bullish signal, indicating that digital assets have matured beyond a niche talking point and are now considered an integrated, albeit less highlighted, component of the modern financial and technological landscape. As we move forward, the focus for Bitcoin remains on its technological evolution, adoption metrics, and macroeconomic hedges, rather than on day-to-day political commentary. The path forward for digital assets appears increasingly self-determined, powered by innovation and network effects that transcend any single administration's agenda.

Trump's Tech Agenda Omits Crypto Despite Pro-Digital Asset Stance

President Trump's newly unveiled national security strategy conspicuously excludes any mention of cryptocurrency or blockchain technology, focusing instead on AI, biotech, and quantum computing. The omission comes despite Trump's previous executive order establishing a US digital asset reserve and his generally favorable stance toward the industry.

Market observers note the exclusion may reflect a strategic prioritization of hard tech over financial technologies in national security contexts. Meanwhile, Bitcoin struggles below the $91,000 resistance level as broader crypto markets show signs of extended consolidation, fueling speculation about a prolonged downturn.

The divergence between political agendas and market realities underscores crypto's complex position at the intersection of technology and finance. As regulatory clarity remains elusive, traders watch for signals that might reignite institutional interest in digital assets.

Argentina May Lift Crypto Ban on Banks, Potentially Boosting Market Sentiment

Argentina's central bank is considering reversing its 2022 prohibition on financial institutions offering cryptocurrency services, a move that could reignite institutional crypto adoption in the Latin American nation. The potential policy shift comes as President Javier Milei, a self-proclaimed bitcoin advocate, seeks to liberalize Argentina's financial markets despite his controversial association with the failed LIBRA memecoin project earlier this year.

Market analysts anticipate positive price action for major cryptocurrencies like BTC and ETH should the ban be lifted, as Argentine banks WOULD gain authorization to provide custody and trading services. The development marks a significant departure from the regulatory caution prompted by the FTX collapse, which originally motivated the banking restrictions.

While the legislation remains pending, crypto exchanges operating in Argentina—including Binance and Coinbase—are reportedly preparing infrastructure to accommodate potential institutional partnerships. The move could establish Argentina as a regional leader in crypto adoption, following El Salvador's groundbreaking Bitcoin legal tender status.

Harvard Bets Big on Bitcoin With $443M Stake, Outpacing Gold 2-to-1

Harvard University dramatically expanded its cryptocurrency exposure in the third quarter, increasing its iShares Bitcoin Trust (IBIT) holdings by 257% to $442.8 million. The Ivy League institution now allocates nearly twice as much capital to bitcoin as it does to Gold ETFs, with the latter seeing a 99% increase to $235 million.

The $443 million position represents approximately 0.75% of Harvard's $57 billion endowment, placing it among the top 20 holders of BlackRock's bitcoin fund. This aggressive accumulation occurred just before a market correction that saw bitcoin prices fall over 20% from $114,000 to around $92,000.

Market timing proved challenging for the endowment fund. Assuming Harvard purchased at July's lows, the position still shows a 14% paper loss amounting to roughly $89 million. The MOVE signals growing institutional acceptance of bitcoin as a hedge against currency debasement, even as short-term volatility persists.

Argentina's Central Bank Considers Reversing Crypto Ban Amid IMF Pressure

Argentina's central bank is weighing a reversal of its 2022 ban on cryptocurrency trading and custody services by financial institutions. The Banco Central de la República Argentina (BCRA) had prohibited banks from handling Bitcoin and other digital assets under pressure from the International Monetary Fund during a $44 billion debt restructuring deal.

The original restrictions—justified as anti-money laundering measures—effectively walled off Argentina's banking sector from crypto markets while permitting limited stablecoin transactions. This came despite Argentina being one of Latin America's most crypto-friendly jurisdictions, with widespread adoption among citizens seeking inflation hedges.

Policy makers now appear to be reassessing the IMF-mandated constraints as the country grapples with triple-digit inflation. A rollback would enable banks to offer crypto services, potentially unlocking institutional participation in Argentina's digital asset ecosystem.

Digital Asset ETPs See $716M Weekly Inflows as Global Interest Resurges

Digital asset investment products recorded $716 million in inflows for the second consecutive week, signaling renewed confidence among institutional and retail investors. Total assets under management (AuM) climbed 7.9% from November lows to $180 billion, though still below the 2024 peak of $264 billion.

Bitcoin dominated inflows with $352 million, pushing year-to-date totals to $27.1 billion. The U.S. led regional inflows at $483 million, followed by Germany ($96.9M) and Canada ($80.7M), indicating broadening institutional participation across regulated platforms.

Short-term outflows emerged late in the week, attributed to macroeconomic uncertainty surrounding U.S. inflation data. However, the sustained inflows underscore growing appetite for crypto exposure through exchange-traded products.

Argentina Moves to Integrate Cryptocurrencies into Banking System

Argentina's central bank is poised to revolutionize its financial landscape by considering regulations that would permit traditional banks to offer crypto trading and custody services. This pivotal shift aims to dismantle the long-standing prohibition on banks engaging with digital assets, marking a strategic transition from outright bans to structured oversight.

The proposed changes align with President Javier Milei's market-liberalization agenda and reflect the country's urgent need for financial alternatives. With inflation soaring and capital controls tightening, Argentines have increasingly turned to cryptocurrencies like Bitcoin and stablecoins for savings and daily transactions. Formalizing bank involvement could enhance regulatory compliance, bolster consumer protections, and intensify competition between banks and crypto exchanges.