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@the_nof1 put 6 of the best AI models (GPT-5, Claude, Grok-4, Deepseek, Gemini, Qwen) on Hyperliquid, each trading with $10k of real money.
Yet the performance you're seeing right now is not what these models are actually capable of. It's noise trading.
LLMs absolutely contain alpha. For optimal performance, you need to guide the LLM + provide a native view of the data so it can actually comprehend and find market inefficiencies.
Structure the data, create a proper workflow, differentiate time horizons, give context. That's how an LLM can print.
BTC and the Fed: history and what to keep in mind this week
When previously the @federalreserve reduced rates, BTC and altcoins did not always immediately go up. In 2019 the Fed cut rates three times (Jul 31, Sep 18, Oct 30). $BTC frequently soared by several days yet then dropped back in weeks. In March 2020 the Fed reduced twice amidst the crisis. $BTC initially dumped due to panic selling (the "Black Thursday") yet subsequently surged for months after liquidity deluged markets. Moral of the story: not the cut in itself, yet context.
This week is different. Jobless claims shot up to 263k (most since 2021) and shows that the labor market is decelerating. Inflation, meantime, is still there, though not extreme: CPI +0.4% m/m, +2.9% y/y; core +0.3% m/m, +3.1% y/y. The market is forecasting a 25 bp cut. The yields are already down, the dollar weakens, and financial conditions ease β generally good.
Easier policy for Bitcoin and alts is:
Β· A more subdued dollar and reduced real yields favor high-beta assets like BTC.
Β· Funding rates and spreads are settling down, so spot positions or small leverage look safer than crowded cash-and-carry trades.
Β· When liquidity improves, alts can outperform BTC on the way up but underperform on the way down. In a clean, dovish setup you often see rotation from BTC into large alts first, then into smaller ones. If funding stays cheap and spot demand builds, quality alts can run harder than BTC. But in a hawkish surprise or growth scare, alt liquidity thins fast and dumps are bigger.
Scenarios: a dovish 25 bp rate cut favors risk; a reduction with hawkish undertone might reverse part of the rally; should jobless claims continue higher and growth slow too much, fear might strike BTC and alts despite softer rates.
The first cut is only a signal, not a guarantee. Crypto can capitalize on softer liquidity and softer USD, but mid-term moves will still remain in line with data.
The Agent Framework Race: OpenAI vs Google vs Microsoft
A year ago, building an agent meant tacking together orchestration, tool calls, and hand-wired, fragile state. Now the large platforms deliver stacks that make agents first class citizens.
Read: https://t.co/Taa6uPcU93
@TheCryptoLark Why is everyone paying so much attention to this indicator? All it really shows is that alts stopped bleeding against BTC. Doesnβt mean weβre about to kick off some massive altseason like people think