2026-01-20 23:41:04

A phenomenon worth pondering: when geopolitical tensions worsen, Bitcoin does not strengthen like gold and silver; instead, it comes under pressure and declines. This contrast precisely exposes a fact — our understanding of BTC is still in a very early stage.

The deeper issue is that the information gap in the market still objectively exists and operates quite efficiently. Many participants have varying understandings of Bitcoin's pricing mechanism, risk premium, long-term value, and more.

It is precisely because of this level of mispricing and asymmetric cognition that rare wealth opportunities are created. When the market eventually corrects these cognitive biases, those who benefit can achieve generational wealth accumulation. The current situation is essentially such a misalignment.

BTC-1,27%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
5
Repost
Share

Comment

0/400

CantAffordPancake

· 6h ago

To be honest, I find this logic a bit hard to accept. Geopolitical deterioration causes Bitcoin to fall; does that mean early recognition? I actually think this is just the market pricing it in. Institutions and retail investors have different understandings of risk, so there's no need to say it's a misalignment.

View OriginalReply0

AirdropF5Bro

· 6h ago

That's right, when geopolitics turns bad, Bitcoin just runs away, which is indeed ridiculous. The story of gold spans thousands of years, but BTC has only been around for a short time, the gap in understanding is too big. The market is an information war; those who understand have already quietly made their moves. We retail investors are still debating the pricing mechanism, but they have already seen through it. When the day of collective enlightenment arrives, it could really change our fate directly. Right now, we're just betting on when this misalignment will be corrected.

View OriginalReply0

TideReceder

· 6h ago

Well said, this is the fundamental reason why early participants can eat meat while latercomers drink soup. --- Cognitive gaps equal money, and they haven't been fully corrected yet. --- When geopolitical conflicts occur, BTC actually drops? It shows that most people are still trading it like stocks... --- Rarely heard such a phrase in many years, but it indeed keeps replaying now. --- The information gap is so efficient it's scary; retail investors are always a step behind. --- Wait, does this logic imply that we're still in the early stage? Should I go all in or keep observing... --- Intergenerational wealth accumulation sounds great, but you really need to hold on to the end to make it work. --- Different people have different perceptions of BTC, and my friends can prove that haha. --- A genuine misaligned opportunity, but the problem is how to judge when the market will correct. --- Gold is a safe haven, but BTC isn't? This contrast is indeed worth pondering.

View OriginalReply0

probably_nothing_anon

· 6h ago

Geopolitical tensions cause BTC to drop, and this logic indeed doesn't hold up very well. But upon closer reflection, maybe it's just because the understanding isn't quite there yet, and the market is repeatedly trying and failing. When we finally understand the true pricing logic of BTC, it might be a revolutionary moment.

View OriginalReply0

PhantomMiner

· 6h ago

When geopolitical tensions are at their peak, BTC tends to fall, which is indeed a bug... it shows that our theoretical framework is still far from enough. How long is the window for mispricing? The next round, whoever wakes up first wins.

View OriginalReply0