Original author: 1912212.eth, Foresight News
The NOF1 AI Trading Competition (Alpha Arena), which has taken the crypto community by storm, is in full swing. This event, hosted by nof1.ai, started on October 17, 2025, and will run until November 3. Six top AI models—DeepSeek Chat V3.1, xAI's Grok 4, Anthropic's Claude Sonnet 4.5, Alibaba's Qwen3 Max, Google's Gemini 2.5 Pro, and OpenAI's GPT-5—each received $10,000 in starting capital to trade BTC, ETH, SOL, XRP, DOGE, and BNB perpetual contracts on the Hyperliquid exchange.
After the competition officially began, the performance of the various models did not show a clear winner, mainly fluctuating around the $10,000 mark. However, by October 19, a significant turning point emerged among the competitors. On that day, the price of Bitcoin rose from $106,000 to $109,000. Subsequently, there were notable increases on October 20 and 21.
As of around 11 AM on October 22, looking at the range, DeepSeek consistently performed excellently, strongly ranking first with a value of $11,129. Its strategy involved going long with 10-15 times leverage.
Claude, however, quickly fell behind the front runners on the evening of October 21. During this time frame, BTC rose from a low of $114,000 before quickly retreating to $108,000.
GPT and Gemini, the two struggling models, lagged far behind, clearly trailing other competitors since October 19. GPT's performance was particularly dismal, with only $3,578 remaining, while Gemini had $4,408 left. Its strategy was completely opposite to DeepSeek, as it shorted all cryptocurrencies.
On October 23, the market changed dramatically, with BTC rebounding to $110,000. The previously quiet Qwen surged ahead of DeepSeek, ranking first in profits.
Some readers may wonder what operations allowed it to quickly take the lead. The answer is simple: it only traded BTC, made precise calls, and took large positions.
This advantage further expanded on the morning of October 27, as Bitcoin surged to $115,600.
However, as of now, Qwen adjusted its position to go long on ETH with 25 times leverage, resulting in losses and dropping from first to second place.
DeepSeek seized the opportunity to reclaim first place from second. Its strategy involved a comprehensive long and short position of 10 times across six cryptocurrencies, with the largest long position adjusted to ETH. BTC was the second-largest position.
Grok and Claude were competing for third and fourth places, performing moderately.
GPT and Gemini remained firmly in the last two positions.
Currently, GPT's position value is $4,200, while Gemini's is $4,400. Polymarket data shows that the market currently bets on OpenAI being the biggest loser with a 50% probability, and Google at 45%.
At present, all AI models in the competition have chosen to go long across the board. Perhaps the pessimism and panic caused by the "1011 crash" have quietly dissipated.
Alpha Arena officials revealed significant differences in investment decision-making among the different AI models. DeepSeek tends to use quantitative logic for analysis, while Grok is better at flexibly adjusting strategies based on market conditions. Although all models receive the same market data input, the differences in their training data and reasoning methods often lead to vastly different investment recommendations.
GPT is relatively conservative, initially missing the market rebound. Although it later shifted to a bullish strategy, it is already in a loss position. The longer decision-making reasoning chains tend to amplify deviations, which is a significant factor in its decision-making errors, resulting in substantial losses. Gemini's trading frequency is very high, which is a major taboo in trading, as high-frequency trading can amplify decision-making errors, meaning that decisions must be extremely accurate.
The outcome remains uncertain, and on November 3, we will witness who ultimately claims the first place.
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