On November 24, 2025, Trump signed a document at the White House that shook the global tech community: the Genesis Mission executive order—the White House described its scale and urgency as comparable to the Manhattan Project during World War II.
This is the first time the U.S. has unified AI + national strategy + industrial foundation + scientific research system into a national-level technology project. This is not just a technology policy; it is likely to become a core variable reshaping the global tech landscape and financial system.
The cryptocurrency sector will feel the tremors earlier than any other industry.
This is not an ordinary policy update. Washington rarely provides a heavyweight metaphor: 'The scale and urgency of this plan can be compared to the Manhattan Project during World War II.'
When the US government compares something to the 'Manhattan Project,' it means three things:
The strategic importance at the level of national life and death.
The government will mobilize national-level resources.
An irreversible technological competition has officially begun.
This time, the target of full investment is AI (artificial intelligence). But more crucially - this is not just the fate of AI, but also a huge repricing for the crypto industry, computing power economy, and digital asset market.
The following image is part of Trump's original translation:
First, what exactly is the 'Genesis Project'?
The contents of the executive order (in conjunction with reports from US media) clearly depict the embryonic form of a national-level technology project:
1. Mobilize 40,000 scientists to form a unified research army.
Covering all federal laboratory systems including DOE (Department of Energy), DARPA, NASA, NSF, NIH, etc., with a total scale of over 40,000 researchers. The US has never mobilized this much for AI nationwide.
2. Create the largest federal research data pool in history.
Decades of research project data will be unified and integrated: genomic data, astronomical observations, materials science, climate and energy models, defense system simulation data.
The raw material for AI is not computing power, but data density. This is equivalent to: the oil of AI has been fully controlled by the US.
3. National AI platform: AI automatically conducts experiments, simulations, and designs materials.
The official description is similar: 'AI participates in hypothesis generation - experimental simulation - design validation in a closed-loop research system.'
In other words: scientific research has shifted from 'human-led' to AI-led, with scientists as assistants. This is a structural turning point in technological civilization.
4. A unified computing power network across the US: connecting all supercomputers.
Integrate all national-level computing centers in the US into a single computing power network: ORNL Frontier, Aurora, El Capitan, DOE High Energy Laboratory, Department of Defense Computing Center.
Washington first proposed: 'National AI computing power should be coordinated like the national power grid.'
5. Semiconductor supply chain national team: accelerate HPC + AI chip manufacturing.
The executive order emphasizes: Rebuilding advanced manufacturing, accelerating domestic AI chip production, expanding advanced packaging, and mandating transparency in the chip supply chain.
The goal is clear: The US wants to fully control the AI computing power chain, not rely on East Asia, and not allow China to build an alternative system.
6. AI enters the national security system.
Including: defense simulations, weapon system simulations, network offense and defense automation, intelligence analysis automation, military manufacturing automation. This is something the US has been secretly promoting for the past few years, now publicly disclosed for the first time.
7. 'Accelerate economic productivity,' trying to rebuild American manufacturing.
The executive order clearly states: AI will become the new type of industrial revolution in the 21st century.
Goals include: improving job quality, replacing labor shortages, rebuilding manufacturing capacity, accelerating breakthroughs in new energy and materials; Washington intends to treat AI as the 'steam engine.'
Second, why is this called 'Manhattan Project level'?
Because the scale is completely different from general civilian technology policies.
This is not just an executive order, but a clear message to the world: the US chooses to launch a new national war centered on AI.
Third, what does this mean for geopolitics?
The executive order implies three underlying logics.
First: AI is the core battleground of the next-generation hegemony.
The US judgment is very direct: AI dominance = military dominance = economic dominance = global order dominance.
Therefore, the US must: lead in model scale, monopolize research data, dominate computing power supply, suppress all opponents (especially China) in chips, and lock in the leadership of the dollar system over AI in regulation.
This is a very 'American-style' strategy.
Second: China is the biggest competitor.
From the wording of the executive order: it does not write China's name, but all strategic actions point to China.
The chip supply chain must be 'localized'; the supercomputing network must be completely self-controlled; high-value research data must be prohibited from leaking; AI must be used for military and national security; external technology sanctions will be upgraded.
The United States is preparing for a long-term technological war.
Third: AI will become the underlying structure of the global economy and monetary system.
This is a transformation equivalent to: digital industrial revolution + monetization of computing power + automation of research + militarization of AI.
Four, the most critical question:
What impact does this have on crypto assets?
This is the part that domestic investors are most concerned about. From the structure of the executive order, the impact mainly focuses on four tracks:
1. ComputeFi becomes a national strategic asset.
The US treats supercomputers as 'national infrastructure', which means: computing power is the new oil; GPUs are the new 'strategic materials'; the price of computing power will globalize; computing power will enter the financial system in the form of 'assets'.
This means for the crypto industry: AI computing power coins (e.g., NMT, AKT, RNDR, TAO) will welcome a cycle strengthening.
Computing power tokens will possess 'national pricing logic': ComputeFi is no longer a niche narrative, but a national-level trend. This will be one of the strongest industrial cycles in 2025.
2. The US will promote the integration of 'AI + crypto finance.'
The logic of the executive order is: AI transforms research, AI transforms manufacturing, AI transforms security, AI transforms the economy.
The next step is inevitable: AI will transform the monetary system (especially the global circulation capability of the dollar).
In conjunction with recent Treasury and stablecoin regulatory plans: the US may promote an AI-driven stablecoin risk control system, on-chain compliance audits, financial derivatives risk models, and AI participation in global dollar settlements.
This is why Circle, PayPal, and Stripe are being secretly pushed to the forefront. The dollar will become an AI-driven, programmatic, intelligent form of currency.
Crypto will become the 'extended layer' of the dollar system.
3. The US will not suppress crypto, but will absorb it.
Unlike China, the direction the US is taking is very clear: it is not about banning crypto, but about establishing a regulatory framework, incorporating stablecoins into the fiscal system, integrating on-chain data into the national AI data pool, making crypto assets part of the asset market, and allowing the dollar to expand more efficiently through on-chain channels.
What the US really wants to do is: integrate the crypto world into the dollar hegemony system. This is not suppression, but integration.
4. AI + BTC are the biggest beneficiaries of this policy.
You can directly write this into investment conclusions: AI is a national-level strategy, BTC is a national-level asset.
In the context of the (Genesis Project): the US needs computing power, computing power needs energy, and BTC is the world's largest energy financialization machine.
In the next three years, Bitcoin will be held by: government agencies, research institutions, energy companies, AI industries, and sovereign funds.
The status of BTC will rise to that of an 'energy reserve asset.'
This is also why the US is simultaneously promoting AI + BTC ETF.
AI raises computing power → computing power raises electricity prices → electricity prices raise mining machines → mining machines raise mining demand → mining raises BTC. This is a self-reinforcing loop.
Five, the ultimate direction of global finance and technology structure.
(Genesis Project) Essentially opens three things:
The first major event: The global technological camp reorganization in the AI era.
In the next 10 years, two technological systems will emerge in the world: the United States + G7 + Five Eyes Alliance, and China + 'Global South' technology alliance; the Earth will enter a new era of dual technological systems.
The second major event: The digital industrial revolution.
The US is really doing an 'AI industrial revolution': automated manufacturing, research, national defense, finance.
The structural growth point of the 21st century is not real estate, nor the internet, but: the physical world of AI automation.
The third major event: Reconstruction of the monetary system: AI dollar vs decentralized crypto system.
In the future, a dual-track currency system will form:
United States: AI dollar system, core driving force: AI + stablecoins + data monopoly + central bank regulation.
Global network: decentralized digital asset system, core driving force: BTC + ETH + L2 + computing power economy.
The two are not mutually exclusive, but compete and integrate with each other. This is the main battleground of future macro finance.
Sixth, Yongqi summarizes: The first gunshot of the AI era.
(Genesis Project) What is its significance?
In summary: The US has decided to use AI to rewrite the national industrial system, global technological order, and dollar hegemony structure.
This is not a technology news, but a policy signal at the level of civilization. For investors:
AI is no longer a race, but a national strategy.
Computing power is no longer a device, but an asset.
Crypto is no longer marginal, but part of the system.
Bitcoin is no longer speculation, it is infrastructure.
From 2025 to 2030, it will be an era of massive wealth redistribution.
China's internet era has experienced one; the US AI era will see another; the global computing power era may see a third.
The first shot of AI has already been fired. Next is the comprehensive reshuffling of funds, industries, and capital markets.
In short: The benefits of the Genesis Mission are not linear, but rather a step-like explosion.
When a country begins to reconstruct the underlying order of 'computing power, data, technology,' every market fluctuation is no longer a short-term emotion, but a seismic wave of changing times.
In the next decade, the crypto world will not be determined by traders, but by national strategies.
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Finally: Many of the viewpoints in the text represent my personal understanding of the market and do not constitute advice for your investments.
