Trump Mentions Bitcoin Zero Times in State of the Union, Crypto Policy Hopes Plunge

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Market expectations for cryptocurrency policy cooled sharply after Donald Trump failed to mention cryptocurrency or Bitcoin (BTC) even once in his first State of the Union address since taking office.

According to crypto media outlet CoinGape on February 25 (local time), Trump focused on highlighting general economic achievements such as declining inflation and increased tariff revenues during the address, but did not include specific support measures for the digital asset industry or any plan to establish a national strategic Bitcoin reserve. Calling his first year in office a “turnaround spanning generations,” Trump declared that the U.S. economy had become bigger, wealthier, and stronger than ever before. He asserted that tax cuts and tariff policies were enriching the nation, yet avoided presenting the policy vision long awaited by digital asset investors.

Data from crypto market analytics firm CoinGecko showed that Bitcoin surged by more than $2,000, rising from $64,000 to $66,000 just before the speech, but edged down to around $65,500 after cryptocurrencies were not mentioned. Derek Lim, head of research at crypto market-making firm Caladan, analyzed that Bitcoin’s rise was driven less by the president’s remarks and more by “a combination of risk-on sentiment ahead of Nvidia’s earnings release and a relief rally following last week’s tariff and judicial uncertainties.” Lim added that these market factors had a more direct impact on Bitcoin’s price than anything said at the podium.

During the speech, Trump emphasized that inflation was falling sharply and incomes were rising rapidly. He stressed that his administration had brought core inflation down to its lowest level in five years, recording a 1.7% decline over the past three months. He also noted that “mortgage rates are falling rapidly to their lowest level in four years,” highlighting that the stock market had reached 53 record highs since the presidential election and that the Dow Jones Industrial Average surpassed the 50,000 mark four years ahead of schedule.

However, the digital asset industry remains on edge, noting the possibility that cryptocurrencies may have been pushed down the list of policy priorities under the Trump administration. Ahead of the address, industry participants had expected Trump to designate Bitcoin as a strategic asset to address national debt or to express legislative support for the U.S. cryptocurrency market structure bill (CLARITY). Instead, by prioritizing traditional macroeconomic achievements and border security over digital assets, concerns are growing that momentum could weaken for key legislation such as the stablecoin regulation bill GENIUS.

Trump’s latest address concluded without presenting a clear blueprint for digital assets, and the market is now awaiting concrete executive actions and follow-up policy announcements from the administration. Amid the policy vacuum, Bitcoin is holding key support levels while seeking new direction based on shifts in supply and demand. Investors are adopting cautious strategies, focusing more on forthcoming regulatory frameworks and institutional capital flows than on political rhetoric.

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