#Tianfeng: AI vs. Cryptocurrency Battle#
Hot Topic Overview
Overview
TF Securities believes that AI represents plan A for maintaining the dollar's hegemony, while cryptocurrencies represent plan B to hedge against the dollar's dominance being challenged. TF Securities believes that both AI and cryptocurrencies are inseparable from energy, while 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. TF Securities believes that gold has become a beneficiary of de-dollarization, but Trump needs an alternative to maintain the dollar's status, and cryptocurrencies, represented by Bitcoin, may still have a chance.
Ace Hot Topic Analysis
Analysis
Tianfeng Securities believes that artificial intelligence (AI) represents plan A for maintaining US dollar hegemony, while cryptocurrency represents plan B for hedging 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 AI. 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. In the past two years, gold has become a beneficiary of de-dollarization and a favorite of investors. However, Trump needs an alternative to maintain the dollar's position, and 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. Tianfeng Securities believes that AI represents a solution that the US can control and influence, while cryptocurrency represents a hedge against the US dollar's unchallenged position, and both are closely related to energy efficiency.
Public Sentiment · Discussion Word Cloud
Public Sentiment
Discussion Word Cloud
Classic Views
AI is Plan A to maintain the US dollar hegemony, cryptocurrency is Plan B, used to hedge against the dollar's status being unchallenged.
Energy is a core element that both AI and cryptocurrency cannot bypass, 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 US needs an alternative plan to control and exert influence to maintain the dollar's status, and cryptocurrency may still have a chance.
The essence of currency is credit, if there is no credit, then inject credit.