ChainCatcher news, Tianfeng Securities' latest research report points out that AI and cryptocurrency represent Plan A and Plan B for maintaining the dollar's hegemony, respectively. The report suggests that in Plan A, Trump will leverage AI to enhance production efficiency and government fiscal efficiency to escape the stagflation dilemma. Musk, as a key figure, has already begun to influence U.S. government budget policies.If the AI strategy fails, Plan B will initiate the Bitcoin scheme. By linking Bitcoin to the dollar, it can serve as a hedging strategy against the dollar's status.The research team emphasizes that whether it is Bitcoin or AI, energy efficiency is an unavoidable core element, and the development of new energy will reshape the global monetary order. As of October 2024, the share of sustainable energy used in Bitcoin mining has reached 56.8%.

ChainCatcher news, according to Jinshi reports, Tianfeng Securities released a research report indicating that the market has strong expectations for interest rate cuts. At the beginning of the week, after the release of the U.S. non-farm employment data for November, the market's expectation for a 25 basis point rate cut by the Federal Reserve in December rose to 86%, further increasing the expectations for rate cuts within the year.Subsequently, the U.S. CPI data for November met market expectations, bringing the market's anticipation for a rate cut by the Federal Reserve in December close to 100%. At the same time, the market also increased its bets on a rate cut by the Federal Reserve in January next year.