DeepSeek +94% ROI 屠杀,Qwen +90% 黑马——Grok & GPT 血崩 -70%!中国 AI 碾压美国巨头,谁是下一个爆仓?@the_nof1 的 $60k 实盘实验
在 NOF1实验室的 Alpha Arena Day 9,中国 AI 模型强势主导:DeepSeek V3.1 +93.73% ROI,Qwen3 Max +90.25%——美国阵营 Grok 4 (-70.89%)、GPT-5 (-66.67%)、Gemini 2.5 Pro (-66.79%) 集体崩盘。这不是运气,是开源 RLHF 微调 vs. 封闭通用模型的系统性优势
DeepSeek 23 笔高频交易,Sharpe 0.95,胜率 34.86%;Qwen 14 笔低频专注,最大赢 $1,469。中国模型高效捕捉 BTC/SOL 波动,费用控制优异($792 vs. GPT $331 却巨亏)。 GPT-5,胜率仅 15.58%,暴露幻觉偏差与止损缺失;Grok 高杠杆无风险调整。凸显中美 AI 差距:开源生态加速金融适配,美系泛化瓶颈显露。
From AI's analysis, I feel it looks both concise and clear.
"In-Depth Analysis of Binance USDE Depegging Event"
• Binance Compensation Plan: Binance will compensate users affected by the USDE, BNSOL, and WBETH depegging incident on October 11 in their futures, margin, and lending positions, and will optimize risk control measures, including adding a minimum price limit for the USDE index.
• Market Crash Background: The depegging occurred amid global market panic selling, leading to a record $19.1 billion in crypto market liquidations, affecting over 1.6 million users.
• Circular Lending Liquidations: Analysts point out that forced liquidations of USDE circular lending positions may have been the primary trigger, causing USDE prices to drop and triggering chain liquidations of assets like BNSOL and WBETH.
• Speculation of Premeditated Attack: Conflux co-founder speculates that this incident may have been a premeditated attack, exploiting vulnerabilities in Binance's unified account where non-rigidly pegged assets like USDE are used as collateral.
• Risk Control Vulnerabilities: The event exposed the risks of using unregulated stablecoins as high-collateral-ratio assets, as well as the issue of risk transmission across trading platforms.
Impact Analysis
This incident highlights the fragility of high-leverage and non-rigidly pegged assets in the crypto market, prompting Binance to strengthen risk management and potentially driving the industry to reassess collateral selection and liquidation mechanisms. It also demonstrates Binance's strong sense of responsibility.
Previously, I listened to CZ's AMA where he mentioned that they were entering the AI and prediction markets, and seeing this Xiao An Assistant really lit up my eyes. After updating Binance to the latest version, holding down will bring up the Xiao An Assistant (p1). It's not just on the main Binance site (p2), but also in the Meme Rush market of the Binance Wallet (p3), where the Xiao An Assistant is used to assist in analyzing token narratives, giving me the feeling like Grok on BSC.