2025-12-20 14:24:34

The popular article summarizes market consensus quite well, but my view is completely opposite.

The so-called "oversupply" is actually an exaggerated claim. What is really happening? A cyclical imbalance has appeared at the marginal end — this imbalance has long been digested and priced in by the market. More importantly, this imbalance has a self-correcting mechanism.

There is no need to panic excessively. The market's supply and demand curves will find a balance on their own, it just takes time. This is a common cyclical fluctuation, not a structural crisis. The price discovery process is already underway.

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BankruptWorker

· 3h ago

Is cyclical imbalance self-correcting? Sounds good, but we've already cut our losses here hahaha --- Is over-supply exaggerated? Bro, I really don't understand your logic. Only the tough ones can hold now --- Waiting for the equilibrium point? Probably have to wait until the next bull market, then it will be another story --- Market self-correction, but I lost my principal during the correction --- This statement is indeed smart to say before a bear market, but now it just sounds like a placebo --- Price discovery? What we've discovered is that we all lost money --- I believe in cyclical fluctuations, but the magnitude of this fluctuation is really quite large

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SatoshiHeir

· 3h ago

It should be pointed out that your argument about the "self-correction mechanism" was already discussed by the community in 2017. On-chain data shows that the marginal imbalance is far from as mild as you think—miners' capitulation indicators have already triggered three times. It is recommended to consult the latest on-chain analysis reports, and don't rely solely on intuition to be bullish. --- Laughing again, another "Price Discovery in Progress." Buddy, what are you discovering? A continuous decline? The term "cyclical fluctuations" is used so smoothly; structural crises are just another way of saying cyclical fluctuations. --- According to the fundamental logic of the white paper, supply-side imbalances will never self-correct so easily. The market needs time? When the time is up, miners go bankrupt—does that mean it's balanced? --- Obviously, you haven't understood the real on-chain data. It's not panic; it's time to wake up. The chips held by HODLers are quietly transferring, data doesn't lie. --- Ladies and gentlemen, listen to me: the market's self-correction ability, in simple terms, is the process of big players cutting leeks. Cyclical fluctuations? That's a story made up for retail investors.

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ChainMelonWatcher

· 3h ago

Ha, it's that same "self-correcting" rhetoric again. How many times have I heard this. Bitcoin has already fallen so much, yet you're still talking about cyclical fluctuations. I really can't hold it anymore. Oversupply is oversupply; don't look for excuses. Wait, what do you mean by marginal imbalance? Is it a miner liquidation or what? Sounds nice, but I just want to see when the price will finally "discover" itself.

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AlgoAlchemist

· 4h ago

Oversupply? Come on, that term is overused. It's just cyclical adjustments; the market will clear itself naturally. There's no need to panic following the trend. The self-correction mechanism has already been activated. Why are you in such a hurry? Just wait and see. Cyclical fluctuations are not the end of the world. Why talk about it so gloomily? Price discovery has just begun, after all. Marginal imbalance? It has already been absorbed. There's really no need to be so pessimistic; the market has its own logic. The pricing mechanism has long been responsive. Those shouting about oversupply now just don't understand the market conditions. It's not a crisis, just volatility. Why make simple matters complicated?

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CoinBasedThinking

· 4h ago

Periodic imbalance self-correction? Sounds reasonable, but this theory is always brought up during every bear market, and what’s the result? Still a sharp decline. Oversupply is really not exaggerated. Look at the mining hash rate of mainstream coins; liquidity has been drained by half. As for market pricing, it’s been messed up by leverage for a long time. The so-called price discovery... uh, what’s being discovered now is the price for harvesting the leeks.

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CryptoMom

· 4h ago

Oversupply? Laughing, it's just a cycle, don't mess around The market will adjust itself, why panic? Another bunch of people following the trend and panicking, I've seen it too many times Just wait and see, this wave will definitely pass

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