The Trump-Driven 2025 Sector Winners: Crypto, Drones, and Healthcare

As 2025 draws to a close, the investment landscape is being reshaped by a suite of policy initiatives under President Donald J. Trump, creating clear pathways for momentum in three high-impact sectors: cryptocurrency, drones, and healthcare. These sectors, once fragmented by regulatory uncertainty, now face a unified push toward innovation, commercialization, and global competitiveness. For investors positioning for 2026, understanding the interplay between Trump's executive actions and market dynamics is critical.

1. Cryptocurrency: A Federal Framework for Growth

President Trump's January 23, 2025, Executive Order, Strengthening American Leadership in Digital Financial Technology, marks a pivotal shift in U.S. crypto policy. By establishing the Presidential Working Group on Digital Asset Markets and explicitly banning federal support for central bank digital currencies (CBDCs), the administration has signaled its intent to prioritize private-sector-driven innovation over state-controlled alternatives. This aligns with the Securities and Exchange Commission's (SEC) recent pivot under Commissioner Hester Peirce, who has emphasized the need for "clear rules of the road" over retroactive enforcement, a move that reduces compliance risks for crypto firms.

The rescission of Biden-era policies, including the Treasury's 2022 digital asset framework, further clarifies the regulatory environment, enabling startups and incumbents to scale operations with greater confidence. For 2026, this policy clarity could catalyze institutional adoption, infrastructure development, and cross-border partnerships, particularly in blockchain-based financial services and stablecoin ecosystems.

2. Drones: Accelerating Integration and Export Dominance

The June 6, 2025, Executive Order, Unleashing American Drone Dominance, is a masterstroke for the drone sector. By mandating the FAA to propose rules for Beyond Visual Line of Sight (BVLOS) operations within 30 days and finalize them by late 2025, the administration is fast-tracking the commercial deployment of drones in logistics, agriculture, and emergency response. The inclusion of an eVTOL Integration Pilot Program-targeting cargo transport and medical delivery-further underscores the sector's potential to disrupt traditional industries.

Simultaneously, the order's focus on supply chain security, via the Covered Foreign Entity List, ensures that U.S. manufacturers remain competitive against foreign rivals. Coupled with streamlined export regulations and federal financing tools, this creates a fertile ground for domestic drone firms to expand globally. Investors should watch for early-stage players in BVLOS technology and eVTOL infrastructure, as these will likely dominate 2026's growth narrative according to analysis.

3. Healthcare: Innovation Through Policy and AI

Trump's 2025 healthcare directives have reoriented the sector toward research-driven solutions and technological modernization. The rescheduling of marijuana to Schedule III, as outlined in the Increasing Medical Marijuana and Cannabidiol Research order, opens new avenues for clinical trials and pharmaceutical development, particularly for CBD-based therapies. This policy shift, combined with the SEC's pro-crypto stance, could also spur blockchain-enabled supply chain transparency in pharmaceuticals.

Equally transformative is the Unlocking Cures for Pediatric Cancer with Artificial Intelligence order, which directs federal agencies to leverage AI for data analysis and treatment personalization. This aligns with broader trends in digital health and positions AI-driven diagnostics and genomics firms for outsized gains in 2026. Additionally, the Fostering the Future for American Children and Families initiative highlights the sector's pivot toward tech-enhanced service delivery, a trend likely to accelerate with federal funding.

Strategic Positioning for 2026

The convergence of these policies creates a unique inflection point. For crypto, the focus is on regulatory stability and institutional onboarding; for drones, it's about operational scalability and export readiness; and for healthcare, it's innovation through AI and policy-enabled research. Investors should prioritize companies that align with these themes-those building infrastructure for digital assets, pioneering BVLOS/eVTOL technologies, or leveraging AI for healthcare breakthroughs.

As 2026 approaches, the Trump administration's sector-specific interventions are not merely reactive but strategically designed to cement U.S. leadership in emerging industries. The winners will be those who recognize these signals early and act decisively.