An unprecedented AI trading war: a battle of on-chain trading capabilities

An unprecedented AI trading war has erupted in the crypto world: @the_nof1 is bringing six AI models to a real-money on-chain competition to test their trading prowess. The rules are simple: the platform collects real-time price and historical chart data for six major cryptocurrencies, including BTC, ETH, and SOL. Six top-tier models, including Grok, DeepSeek, Claude, and GPT, independently analyze market trends and execute trades. Each contestant starts with $10,000 USD and, on the Hyperliquid perpetual contract platform, independently makes trading decisions, including placing orders, closing positions, and using leverage. The winner is the one with the highest account balance. This isn't just a simulation; it's real action! Here are a few personal insights: 1) nof1 AI uses Alpha Arena as a benchmark for AI investment capabilities, so these are essentially general AI models, not specialized trading-tuned models. This allows for an objective reflection of the trading capabilities of AI LLMs. 2) Nof1 AI doesn't employ complex "ensemble learning" methods like voting, weighting, and multi-agent interoperability, as this would effectively become a competition between quantitative teams. The arena seeks to maximize the autonomy of AI capabilities.

3) The reason for "fair competition" on Hyperliquid, rather than connecting to an exchange through an API, undoubtedly emphasizes the need for full transparency and traceability of all transactions on-chain, avoiding uncontrollable factors in the exchange environment. This is the key to Perp Dex becoming a mainstream trading platform in the future. What if agents can replace real players in trading?

4) Public competitions of AI LLMs' trading capabilities are not uncommon. I understand that many cutting-edge AI+Crypto projects are doing similar research, such as allowing AI large models to determine LP price ranges, allowing AI large models to autonomously perform DAO management, and even allowing AI large models to capture MEV opportunities, etc. A major trend in the future is: making AI capabilities as composable as possible for crypto-native protocols such as DeFi;

5) The market has been looking forward to the emergence of killer applications in the DeFAI direction for a long time, and there is still a lot of room for imagination in allowing LLMs to participate in on-chain games. For example, the recently hotly discussed "prediction market" is a good place for AI to train its skills, and there have been many cases of agents making money by placing bets independently.