#Tianfeng: AI and Cryptocurrencies Vie for Dollar Supremacy#
Hot Topic Overview
Overview
Tianfeng Securities believes that AI represents plan A for maintaining the US dollar's dominance, while cryptocurrencies represent plan B to hedge against challenges to the dollar's status. The institution believes that energy is a core element that cannot be bypassed, whether it be 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. Tianfeng Securities also pointed out that gold has become a favorite of investors over the past two years as a beneficiary of de-dollarization. However, MAGA cannot tolerate the dollar's monetary hegemony being shaken, so Trump needs an alternative to maintain the dollar's status. This alternative must be one that the US can control and influence. Gold is likely off the table, while cryptocurrencies, represented by Bitcoin, may still have a chance. But the essence of currency is credit. If there is no credit, then inject credit.
Ace Hot Topic Analysis
Analysis
Tianfeng Securities believes that AI represents plan A to maintain the US dollar's dominance, while cryptocurrencies represent plan B to hedge against the US dollar's unchallenged status. The report points out that both Bitcoin and AI rely on energy as a core element that cannot be bypassed, 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 over the past two years, gold has become a favorite of investors as a beneficiary of de-dollarization. However, MAGA cannot tolerate the US dollar's monetary hegemony being shaken, so Trump needs an alternative to maintain the dollar's status. This alternative must be one that the US can control and influence, and gold is likely already out of the picture, while cryptocurrencies, represented by Bitcoin, may still have a chance. But the essence of currency is credit. 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 the dollar's hegemony
Cryptocurrency is plan B to hedge against the dollar's unchallenged status
Energy is the core element of AI and cryptocurrency
The essence of currency is credit
The essence of credit is order
The essence of order is technological competition
The essence of technological competition is energy efficiency
The US needs a plan that it can control and influence to maintain the dollar's status