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Tianfeng Securities: AI represents plan A to maintain dollar hegemony, and cryptocurrency represents plan B to hedge against unchallenged dollar status

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2025-01-12 07:01:25
Tianfeng Securities released a research report saying that AI represents plan A to maintain the hegemony of the US dollar, and cryptocurrency represents plan B to hedge against the unchallenged status of the US dollar, but whether it is bitcoin or AI, energy is the core element that cannot be bypassed. Therefore, 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.
Tianfeng Securities believes that in the past two years, gold has become a favorite of investors as a beneficiary of de-dollarization. But 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 something that the United States can control and influence. Gold is likely to be out of the option, and cryptocurrencies represented by Bitcoin may still have a chance. But the essence of money is credit. If there is no credit, then inject credit.
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