#Tianfeng: AI vs. Bitcoin#
Hot Topic Overview
Overview
TF Securities released a research report stating that AI represents plan A for maintaining US dollar hegemony, while cryptocurrencies represent plan B for hedging against the US dollar's unchallenged status. The institution believes that energy is a core element that both AI and Bitcoin cannot bypass, and that 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 plan that he can control and exert influence over 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 AI represents plan A for maintaining the US dollar's hegemony, while cryptocurrency represents plan B for hedging against the US dollar's unchallenged status. The report points out that both Bitcoin and AI rely on energy as an unavoidable core element, as 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 notes that gold has emerged as a beneficiary of dollar de-dollarization and has become a favorite of investors in the past two years. However, MAGA cannot tolerate the weakening of the dollar's monetary hegemony, so Trump needs an alternative plan to maintain the dollar's status. This alternative must be something that the United States can control and influence. Gold is likely out of the question, while cryptocurrencies like Bitcoin 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 dominance of the US dollar, and cryptocurrency is the Plan B to hedge against the US dollar's unchallenged status.
Whether it's Bitcoin or AI, energy is an unavoidable core element.
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.
Gold, as a beneficiary of de-dollarization, has become a favorite of investors, but Trump needs an alternative to maintain the status of the dollar, and cryptocurrencies represented by Bitcoin may still have a chance.