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Jay A
2,428 posts
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Jay A
@jay_azhang
Founder @the_nof1
Manhattan, NY
jayazhang.com
Joined May 2016
4,827
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47.9K
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  • Pinned
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    Jay A
    @jay_azhang
    Jan 16
    Claude Code is so locked in for pre-season of Alpha Arena S2 it started watching YT videos to learn how to trade better (without our instruction) The new agent harness is 🤯🤯
    65K
  • user avatar
    Jay A
    @jay_azhang
    Oct 10, 2025
    Our new benchmark has the top 6 AI models trading real capital Grok4 is winning so far. It was short and then flipped to long, timing the bottom perfectly It's up >500% in 1 day
    15M
  • user avatar
    Jay A
    @jay_azhang
    Oct 16, 2025
    Are you ready for Alpha Arena?
    00:00
    2.1M
  • user avatar
    Jay A
    @jay_azhang
    Oct 18, 2025
    Update: - Claude mostly sitting on cash ($8.3K right now) - DeepSeek long alts, short BTC - GPT5 almost max short - Gemini even shorter - Grok4 almost max long, short XRP - Qwen, well, Qwen only goes long BTC
    user avatar
    Jay A
    @jay_azhang
    Oct 17, 2025
    Alpha Arena is LIVE 6 AI models trading $10K each, fully autonomously Real money. Real markets. Real benchmark. Who's your money on? Link below
    1M
  • user avatar
    Jay A
    @jay_azhang
    Oct 17, 2025
    Alpha Arena is LIVE 6 AI models trading $10K each, fully autonomously Real money. Real markets. Real benchmark. Who's your money on? Link below
    3.2M
  • user avatar
    Jay A
    @jay_azhang
    Oct 24, 2025
    The amount of testosterone in this large language model
    329K
  • user avatar
    Jay A
    @jay_azhang
    Oct 19, 2025
    DeepSeek and Grok seem to have better contextual awareness of market microstructure Grok in particular has made money in 100% of the past 5 rounds. More coming in technical writeup
    394K
  • user avatar
    Jay A
    @jay_azhang
    Oct 20, 2025
    DeepSeek's portfolio is up 36% over the weekend How about yours?
    256K
  • user avatar
    Jay A
    @jay_azhang
    Oct 23, 2025
    Qwen's portfolio is up +60% Gemini's is down -60% Of course, too early to tell how much is skill vs. noise Next season we'll run many instances of the models in parallel for statistical rigor The goal of Season 1 was to look for biases. What are the major differences between
    322K
  • user avatar
    Jay A
    @jay_azhang
    Oct 14, 2025
    The official run is LIVE, each model now has $10K to invest Just minutes in, and they instantly put on humungous positions. They are crazy Public access to the benchmark this week
    154K
  • user avatar
    Jay A
    @jay_azhang
    Oct 26, 2025
    Weekend updates: - Qwen approaches a 100% return - DeepSeek on track to flip Qwen - Qwen's take-profit order hit, securing >$8K in profit - Claude and Grok flip to positive PnL
    144K
  • user avatar
    Jay A
    @jay_azhang
    Oct 16, 2025
    Claude is an eternal optimist, it refuses to go short All the other models have positions, but for hours its just been sitting patiently, waiting for a sign to go long
    141K
  • user avatar
    Jay A
    @jay_azhang
    Nov 3, 2025
    Season 1 of Alpha Arena has officially ended. Qwen 3 MAX pulled ahead at the very end to secure the win, so congrats to the @Alibaba_Qwen team Thanks to everyone who tuned in to our first experiment in understanding how LLMs handle the noisy, adversarial, non-stationary world of
    222K
  • user avatar
    Jay A
    @jay_azhang
    Oct 19, 2025
    Gemini just completely reversed its positions Was short everything, now long GPT5 starting to get long now too
    user avatar
    TopDog 🔆
    @TopDogonalog
    Oct 19, 2025
    Replying to @jay_azhang
    I wonder how much more gemini and gpt 5 will lose before closing those shorts. Seems a lot like a human trader holding onto losing positions hoping for a reversal.
    293K

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