Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Markets
Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Trump’s Security Strategy: Impact
Markets
Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Trump’s Security Strategy: Impact
Trump’s Security Strategy: Impact on Bitcoin, Gold, Bond Yields
For feedback or concerns regarding this content, please contact us at crypto.news@mexc.com
Trump’s Security Strategy: Impact on Bitcoin, Gold, Bond Yields
The White House's new National Security Strategy emphasizes increased global fiscal expansion and military spending.
By Omkar Godbole, AI Boost|Edited by Oliver Knight
Updated Dec 5, 2025, 6:28 p.m. Published Dec 5, 2025, 5:25 p.m.
What to know:
- The White House's new National Security Strategy emphasizes increased global fiscal expansion and military spending.
- NATO allies are urged to raise defense spending to 5% of GDP, significantly higher than the previous 2% mandate.
- Heightened government borrowing could lead to higher bond yields and inflation, complicating interest rate cuts.
The White House's freshly unveiled National Security Strategy reads less like a traditional diplomatic blueprint and more like a call for global fiscal expansion. For the crypto market, addicted to the idea of rapid-fire interest rate reductions in the U.S. and worldwide, this seems to be a cold shower nobody ordered.
The core of the strategy, signed by President Donald Trump, explicitly champions an "America First" agenda backed by significant economic and military reorientation both at home and abroad.
STORY CONTINUES BELOW
Don't miss another story.Subscribe to the Crypto Daybook Americas Newsletter today. See all newsletters
Sign me up
Consider the directives: the strategy mandates that NATO allies raise defense spending to 5% of GDP, a hefty increase from its long-standing mandate of 2%. Japan and South Korea are also expected to spend more.
"Given President Trump’s insistence on increased burden-sharing from Japan and South Korea, we must urge these countries to increase defense spending, with a focus on the capabilities—including new capabilities—necessary to deter adversaries and protect the First Island Chain," the strategy says.
It adds further, "We will also harden and strengthen our military presence in the Western Pacific, while in our dealings with Taiwan and Australia we maintain our determined rhetoric on increased defense spending."
The document explicitly calls on U.S. allies to spend far more of their national gross domestic product on their own defense, and on greater American military investment in the Indo-Pacific to strengthen vigilance in that region.
Funding this kind of monumental expenditure inevitably means more government borrowing or bond supply worldwide, which would drive up bond yields, the cost of capital, and inflation, making it harder for central banks to cut rates. In fact, rate cuts may have little impact as increasing bond supply will likely keep yields elevated.
Moreover, increased borrowing by many of the already heavily indebted advanced nations could raise fiscal crisis risks.
If that's not enough, the strategy explicitly states that the "era of mass migration is over." It means that the U.S. may not import cheap labour at a pace seen in earlier years, which could make wages sticky, adding to inflation.
All this looks like a bullish tailwind for assets seen as inflation hedges and safe havens, such as gold. Bitcoin BTC$89,111.46 is also pitched as “digital gold” by its proponents but has failed to live up to the hype this year.
Gold has surged 60% this year despite the U.S. 10-year yield staying stubbornly above 4%, while BTC is now down nearly 5% on a year-to-date basis. Only time will tell if it evolves into digital gold in a world increasingly fiscally emboldened.
The Fed is expected to cut rates by 25 basis points next week, pushing the benchmark rate down to 3.5%. But with the security strategy calling for global expansion, the odds of steep rate cuts appear bleak.
Bitcoin NewsDonald TrumpInterest Rates
AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk's full AI Policy.
More For You
Protocol Research: GoPlus Security
Commissioned byGoPlus
What to know:
- As of October 2025, GoPlus has generated $4.7M in total revenue across its product lines. The GoPlus App is the primary revenue driver, contributing $2.5M (approx. 53%), followed by the SafeToken Protocol at $1.7M.
- GoPlus Intelligence's Token Security API averaged 717 million monthly calls year-to-date in 2025 , with a peak of nearly 1 billion calls in February 2025. Total blockchain-level requests, including transaction simulations, averaged an additional 350 million per month.
- Since its January 2025 launch , the $GPS token has registered over $5B in total spot volume and $10B in derivatives volume in 2025. Monthly spot volume peaked in March 2025 at over $1.1B , while derivatives volume peaked the same month at over $4B.
View Full Report
More For You
Hedera Drops Alongside Broader Crypto Market Amid Volume Spike
Hedera's token retreats despite fresh institutional product speculation driving broader altcoin momentum.
What to know:
- HBAR dropped from $0.1391 to $0.1360, breaking key $0.1380 support level.
- Trading volume spiked 47% above average during the technical breakdown.
- New ETF applications surface for HBAR alongside LTC and DOGE tokens.
Read full story
Latest Crypto News
New IMF Report Warns of Stablecoin Risk, Sparking Criticism From Experts
Hedera Drops Alongside Broader Crypto Market Amid Volume Spike
US Prosecutors Seek 12-Year Sentence for Terraform Founder Do Kwon in Crypto Fraud Case
Turkey's Paribu Buys CoinMENA in $240M Deal, Expanding Into High-Growth Crypto Markets
MARA Trades at a Premium Factoring in Its Debt, Not a Discount: VanEck’s Sigel
Has the DAT Bubble Already Burst? CoinShares Says In Many Ways, Yes.
Top Stories
Crypto Sector Lit Up Bright Red as Bitcoin Slips Back to $90K
European Crypto Scam Network Dismantled After Laundering $815M
JPMorgan Maintains Bitcoin's Gold-Linked Target at $170K Despite Recent Drop
Strategy Stock Still a Buy at Cantor After Plunge Forces Major Price Target Cut
MARA Trades at a Premium Factoring in Its Debt, Not a Discount: VanEck’s Sigel
Switch to Long-Term Thinking: Crypto Daybook Americas
Market Opportunity
OFFICIAL TRUMP Price(TRUMP)
$3.109
$3.109$3.109
USD
OFFICIAL TRUMP (TRUMP) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact crypto.news@mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.
You May Also Like
Why Cosmetic Boxes Matter for Beauty Brand Growth
If you sell beauty products, you need cosmetic boxes for beauty brands. Many beauty brands spend on formulas but ignore the packaging. A plain or cheap box can
Share
Techbullion2026/03/26 23:04
Why The Green Bay Packers Must Take The Cleveland Browns Seriously — As Hard As That Might Be
The post Why The Green Bay Packers Must Take The Cleveland Browns Seriously — As Hard As That Might Be appeared on BitcoinEthereumNews.com. Jordan Love and the Green Bay Packers are off to a 2-0 start. Getty Images The Green Bay Packers are, once again, one of the NFL’s better teams. The Cleveland Browns are, once again, one of the league’s doormats. It’s why unbeaten Green Bay (2-0) is a 8-point favorite at winless Cleveland (0-2) Sunday according to betmgm.com. The money line is also Green Bay -500. Most expect this to be a Packers’ rout, and it very well could be. But Green Bay knows taking anyone in this league for granted can prove costly. “I think if you look at their roster, the paper, who they have on that team, what they can do, they got a lot of talent and things can turn around quickly for them,” Packers safety Xavier McKinney said. “We just got to kind of keep that in mind and know we not just walking into something and they just going to lay down. That’s not what they going to do.” The Browns certainly haven’t laid down on defense. Far from. Cleveland is allowing an NFL-best 191.5 yards per game. The Browns gave up 141 yards to Cincinnati in Week 1, including just seven in the second half, but still lost, 17-16. Cleveland has given up an NFL-best 45.5 rushing yards per game and just 2.1 rushing yards per attempt. “The biggest thing is our defensive line is much, much improved over last year and I think we’ve got back to our personality,” defensive coordinator Jim Schwartz said recently. “When we play our best, our D-line leads us there as our engine.” The Browns rank third in the league in passing defense, allowing just 146.0 yards per game. Cleveland has also gone 30 straight games without allowing a 300-yard passer, the longest active streak in the NFL.…
Share
BitcoinEthereumNews2025/09/18 00:41
US and UK Set to Seal Landmark Crypto Cooperation Deal
The United States and the United Kingdom are preparing to announce a new agreement on digital assets, with a focus on stablecoins, following high-level talks between senior officials and major industry players.
Share
Cryptodaily2025/09/18 00:49
