2026-01-02 18:26:23

You can always see this scene in the market: a certain asset is repeatedly bearish, with all public opinion filled with negative voices, yet it ends up being undervalued in terms of cost performance.

I call such assets "hated targets."

Interestingly, when everyone is shouting "it's over," it is actually the minority that begins to quietly reassess. Last year, ChatGPT was also treated this way—fearing that the negative sentiment would persist, but its price was driven through a round of decline.

The logic behind this is actually very simple: excessive consensus often means that the pricing has already fully reflected pessimistic expectations. When public opinion is one-sided, it’s actually an opportunity to reconsider. It’s not about going against the trend, but that real opportunities are often hidden in places of collective denial.

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.

16 Likes

Reward
16
7
Repost
Share

Comment

0/400

NestedFox

· 9h ago

Here comes the same set of reverse thinking tricks... But to be fair, the most hype moments in public opinion are indeed a trap --- Things that are collectively denied, I never directly touch, but observing them is interesting --- That wave of ChatGPT really slapped a lot of bearish predictions in the face, and they are still repeating the same story now --- The question is how to tell if it's a real opportunity or a complete disaster? Consensus does not necessarily mean it's cheap --- Underestimation traps are more than I thought, be careful not to become the bagholder --- Interesting, next time I see only negative comments, I will think about it more --- It sounds good, but actually it's still gambling on human nature, I don't quite believe this approach

View OriginalReply0

SybilSlayer

· 10h ago

Damn, the things that were collectively rejected turned out to be the bottom. This logic really makes sense... I didn't dare to jump on the ChatGPT wave last year, and now looking back, I really missed out.

View OriginalReply0

LiquidationWizard

· 10h ago

This is a common trick in casinos: a sudden aggressive sell-off followed by a rebound, causing retail investors to be shaken out.

View OriginalReply0

APY_Chaser

· 10h ago

Hmm... The concept of being a target of hatred does have some substance. To put it simply, it's just extremely pessimistic pricing.

View OriginalReply0

GasOptimizer

· 10h ago

When public opinion is one-sided, look at the data and find reverse arbitrage opportunities at the point of maximum consensus. This pattern has repeated several times in history; it all depends on who can maintain their mental resilience and not be overwhelmed by the noise.

View OriginalReply0

PumpStrategist

· 10h ago

Seeing this one-sided public opinion environment, the distribution of chips often becomes quite interesting. Assets with fully released risks tend to become favorable positions in probabilistic strategies.

View OriginalReply0

AirdropChaser

· 10h ago

Well, this set of logic is indeed a common topic, but every time there are still people falling into the trap, including myself... At this moment, the biggest test is mental resilience—seeing who can truly hold their ground and not follow the crowd shouting short. The harshest criticism often comes at the bottom, but on the other hand, the ones who lose the most money are always that group of people, which is quite surreal.

View OriginalReply0