#Tianfeng: AI and Bitcoin are the Plan A and Plan B for the US dollar.#
Hot Topic Overview
Overview
TF Securities believes that artificial intelligence (AI) is the "Plan A" to maintain the dominance of the US dollar, while cryptocurrencies represented by Bitcoin are the "Plan B" to hedge against the unchallenged status of the US dollar. The institution believes that energy is the core element that both AI and Bitcoin cannot bypass, and 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 believes that gold, as a beneficiary of de-dollarization, has become a favorite among investors, but the US government needs a controllable alternative to maintain the dominance of the US dollar, and Bitcoin may have the opportunity to become this plan.
Ace Hot Topic Analysis
Analysis
Tianfeng Securities believes that AI represents plan A for maintaining US dollar hegemony, while cryptocurrency represents plan B for hedging against the challenge to the US dollar's status. The report points out that energy is an essential element that cannot be bypassed, whether it is Bitcoin or AI, 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. The report also points out that gold has become the darling of investors in the past two years as a beneficiary of de-dollarization. However, MAGA cannot tolerate the shaking of the US dollar's monetary hegemony, so Trump needs an alternative to maintain the dollar's status. This alternative must be controllable and influential for the United States, and gold is likely out of the question, while cryptocurrencies, represented by Bitcoin, may still have a chance. But the essence of currency is credit, and if there is no credit, then inject credit.
Public Sentiment · Discussion Word Cloud
Public Sentiment
Discussion Word Cloud
Classic Views
AI is the Plan A to maintain US dollar hegemony, cryptocurrency is Plan B, used to hedge against the unchallenged status of the US dollar.
Energy is a key element for both AI and Bitcoin, because the essence of money is credit, the essence of credit is order, the essence of order is technological competition, and the essence of technological competition is energy efficiency.
The US needs an alternative plan to maintain the status of the dollar that it can control and influence, gold may not be an option, but Bitcoin may still have a chance.
Bitcoin is Plan B in the event of AI failure, meaning that if AI cannot maintain US dollar hegemony, Bitcoin will become an alternative.