#TF Securities: AI is Plan A, Bitcoin is Plan B#
Hot Topic Overview
Overview
Tianfeng Securities released a research report stating that AI represents Plan A for maintaining the dominance of the US dollar, while cryptocurrencies represent Plan B to hedge against the US dollar's unchallenged position. The institution believes that energy is the core element that both AI and Bitcoin cannot circumvent. 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 gold has become a beneficiary of the de-dollarization trend, but Trump needs a viable alternative that he can control and influence to maintain the US dollar's position, and Bitcoin may still have a chance.
Ace Hot Topic Analysis
Analysis
Tianfeng Securities believes that artificial intelligence (AI) is "Plan A" to maintain the dominance of the US dollar, while cryptocurrencies represented by Bitcoin are "Plan B" to hedge against the unchallenged status of the dollar. The report points out that both AI and Bitcoin need energy as an indispensable 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 gold, as a beneficiary of de-dollarization, has been favored by investors in the past two years. However, the US government cannot tolerate the shaking of the dollar's hegemony, so it needs a controllable alternative to maintain the dollar's status. Gold is no longer an option, but cryptocurrencies represented by Bitcoin may still have a chance. But the essence of currency is credit, and without credit, it needs to be injected with credit.
Public Sentiment · Discussion Word Cloud
Public Sentiment
Discussion Word Cloud
Classic Views
AI is Plan A to maintain the US dollar's dominance, representing the US's use of technological advantage to consolidate its currency status.
Cryptocurrency is Plan B, representing a hedge against the US dollar's unchallenged status, meaning that in the event of AI failing, cryptocurrency can serve as an alternative.
Energy is a core element that both AI and cryptocurrency cannot circumvent, because the essence of technological competition is energy efficiency.
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.