#Tianfeng Securities: Bitcoin is Plan B in the Event of AI Failure#
Hot Topic Overview
Overview
TF Securities believes that AI is Plan A for maintaining the US dollar's dominant position, while cryptocurrency is Plan B for hedging against a challenge to the dollar's status. The report points out that energy is a core element that cannot be bypassed, whether it is Bitcoin or AI. In the past two years, gold, as a beneficiary of de-dollarization, has become a favorite of investors. However, Trump needs an alternative to maintain the dollar's position, and cryptocurrencies, such as Bitcoin, may still have a chance because they can be controlled and influenced by the United States. 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.
Ace Hot Topic Analysis
Analysis
Tianfeng Securities believes that artificial intelligence is Plan A to maintain the US dollar's dominance, while cryptocurrency is Plan B to hedge against the US dollar's unchallenged position. The report points out that energy is a core element that cannot be bypassed, whether it is Bitcoin or artificial intelligence. 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. Over the past two years, gold has become a favorite of investors as a beneficiary of de-dollarization. However, the Trump administration cannot tolerate the shaking of the US dollar's monetary hegemony, so it needs an alternative to maintain the US dollar's position. This plan must be one that the US can control and influence, and gold is likely to be ruled out, while cryptocurrencies like Bitcoin may still have a chance. The report emphasizes that the essence of currency is credit, and if there is no credit, credit needs to be injected.
Public Sentiment · Discussion Word Cloud
Public Sentiment
Discussion Word Cloud
Classic Views
AI is the plan A to maintain the US dollar's dominance, cryptocurrency is Plan B, used to hedge against the US dollar's unchallenged status.
Energy is a core element that both AI and Bitcoin cannot bypass.
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 plan to maintain the US dollar's status, and cryptocurrency, represented by Bitcoin, may still have a chance.