#Tianfeng: Bitcoin is an alternative to AI#
Hot Topic Overview
Overview
TF Securities believes that artificial intelligence (AI) is Plan A for maintaining the US dollar's dominance, while cryptocurrencies such as Bitcoin are Plan B for hedging against challenges to the dollar's status. The institution believes that energy is an indispensable core element for both AI and Bitcoin, while 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. TF Securities also pointed out that gold, as a beneficiary of de-dollarization, has become a favorite of investors, but the US government will not tolerate the dollar's dominance being shaken, so a controllable alternative is needed, and Bitcoin may have the opportunity to become this alternative.
Ace Hot Topic Analysis
Analysis
Tianfeng Securities believes that artificial intelligence (AI) represents Plan A for maintaining the dollar's hegemony, while cryptocurrencies, represented by Bitcoin, represent Plan B to hedge against the dollar's unchallenged status. The report points out that energy is a core element that cannot be bypassed, whether it is AI or Bitcoin. Tianfeng Securities believes that gold, as a beneficiary of de-dollarization, has become a favorite of investors over the past two years. However, in order to maintain the dollar's hegemony, the Trump administration needs an alternative plan that the United States can control and influence, and gold is likely to be excluded, while Bitcoin may still have a chance. The report emphasizes that 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. Therefore, if Bitcoin wants to become an alternative to the dollar, it must establish sufficient credit and gain widespread recognition.
Public Sentiment · Discussion Word Cloud
Public Sentiment
Discussion Word Cloud
Classic Views
AI is plan A to maintain the US dollar's dominance, cryptocurrency is plan B, used to hedge against the US dollar's unchallenged status.
Whether it's Bitcoin or AI, energy is a core element that cannot be bypassed.
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.
Trump needs an alternative to maintain the dollar's status, Bitcoin may still have a chance, but it needs to be injected with credit.