#Tianfeng: AI is the US dollar Plan A, cryptocurrency is Plan B.#
Hot Topic Overview
Overview
Tianfeng Securities believes that AI represents plan A for maintaining US dollar hegemony, while cryptocurrency represents plan B for hedging against challenges to the dollar's status. The institution believes that the US needs a plan that it can control and exert influence on to maintain the dollar's position, and gold is no longer an option. Cryptocurrencies, such as Bitcoin, may still have opportunities. However, the essence of currency is credit, and without credit, credit needs to be injected. Whether it is Bitcoin or AI, energy is a core element that cannot be bypassed, because the essence of currency is credit, the essence of credit is order, the essence of order is technological competition, and the essence of technological competition is energy efficiency.
Ace Hot Topic Analysis
Analysis
Tianfeng Securities believes that artificial intelligence (AI) represents "Plan A" for maintaining US dollar dominance, while cryptocurrency represents "Plan B" to hedge against the dollar's unchallenged position. The report points out that, whether it is Bitcoin or AI, energy is an unavoidable core element, because the essence of currency is credit, the essence of credit is order, the essence of order is technological competition, and the essence of technological competition is energy efficiency. Tianfeng Securities believes that in the past two years, gold has become investors' favorite as a beneficiary of de-dollarization. But in order to maintain US dollar dominance, Trump needs an alternative option that the US can control and influence, and gold is no longer an option. Cryptocurrencies, with Bitcoin as a representative, may still have a chance. But the essence of currency is credit. Without credit, credit needs to be injected.
Public Sentiment · Discussion Word Cloud
Public Sentiment
Discussion Word Cloud
Classic Views
AI is America's Plan A to maintain its dollar hegemony, which can help the US control and exert influence.
Cryptocurrency is America's Plan B to hedge against the dollar's status being challenged, which can serve as an alternative to maintain the dollar's position.
Whether it is AI or cryptocurrency, energy is an essential element that cannot be bypassed, and energy efficiency is the key to technological competition.
The essence of currency is credit, the essence of credit is order, and the essence of order is technological competition.