TechFlow news, January 11 — Tianfeng Securities' latest research report指出 that AI and cryptocurrency represent Plan A and Plan B, respectively, for maintaining the U.S. dollar's hegemony. The report suggests that under Plan A, Trump will leverage AI to enhance productivity and government fiscal efficiency, thereby escaping stagflation. Elon Musk, as a key figure, has already begun influencing U.S. government budget policies.
If the AI strategy fails, Plan B—linking Bitcoin to the dollar—will be activated. Although no currency can replace the dollar in the short term, pegging Bitcoin to the dollar could serve as a hedging strategy against risks to the dollar’s status. Should the dollar’s position as the world’s primary reserve currency face severe threats, the U.S. could at least weaken gold’s role by controlling Bitcoin, thus prolonging the dollar’s monetary dominance for some time.
The research team emphasized that whether it’s Bitcoin or AI, energy efficiency remains an unavoidable core factor, and the development of new energy will reshape the global monetary order. As of October 2024, sustainable energy accounted for 56.8% of Bitcoin mining power consumption.
