付鹏：从稳定币、比特币看全球金融货币秩序的剧变与重构！【付鹏说1】

Core Viewpoint - The article discusses the profound changes and reconstruction of the global financial currency order, emphasizing the interplay between traditional financial systems, cryptocurrencies like Bitcoin, and the rise of stablecoins in the context of shifting political ideologies and technological advancements [5][7][18]. Group 1: Financial System Analysis - The current global financial currency system is undergoing significant transformation, influenced by the interplay between the Federal Reserve's independence and political interventions from the White House [5][7]. - The traditional financial framework, established post-World War II, is experiencing a shift from a decentralized model to a more centralized approach, reflecting a return to nationalist ideologies [11][12]. - The role of stablecoins is becoming increasingly prominent as they provide a mechanism for the U.S. Treasury to exert influence over monetary policy without direct control over currency issuance [12][14]. Group 2: Cryptocurrency and Asset Dynamics - Bitcoin's volatility has been decreasing, bringing it closer to the stability of gold, which positions it as a potential reserve asset within the new financial order [15][9]. - The article posits that Bitcoin's value is increasingly tied to the artificial intelligence sector, suggesting a new paradigm where digital assets are linked to technological advancements [15][9]. - Stablecoins, such as USDT, are highlighted as tools for global financial integration, with over 90% of their users located outside the U.S., indicating their role in cross-border transactions [17][18]. Group 3: Ideological Shifts and Global Implications - The ideological shift from left to right in global politics is impacting financial policies, with a resurgence of nationalism influencing economic strategies [11][18]. - The article warns that if countries adopt nationalist policies, it could lead to increased global tensions and competition, particularly in the financial sector [18]. - The reconstruction of the global order is not limited to finance but extends to trade and international relations, reflecting a broader trend of geopolitical realignment [13][18].