# Alpha Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Alpha", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Quantitative AI Trading Platform AlphaNet Raises $10M Seed Round Led by Joffre Capital

Quantitative AI trading platform AlphaNet has raised $10 million in a seed funding round led by Joffre Capital, with participation from Huashan Capital and an Asia-based quantitative trading consortium. The platform, which is preparing for a public launch, aims to level the playing field for retail investors by providing end-to-end automated trading access to institutional-grade quantitative strategies. Its offerings include a strategy marketplace, one-click deployment, and proprietary execution algorithms. Incubated by prop trading firm Tensor Investment, AlphaNet currently features over 30 strategies and plans to open its platform to other quant teams by the end of Q2. The funding brings operational expertise from Joffre Capital, scaling resources from Huashan, and additional strategies from the consortium.

TheNewsCryptoYesterday 06:05

Quantitative AI Trading Platform AlphaNet Raises $10M Seed Round Led by Joffre Capital

TheNewsCryptoYesterday 06:05

Private Equity's "Detroit: Become Human" Moment: When AI Takes Over Alpha, What's Left for Human Fund Managers?

A recent report by Anthropic highlights that 94% of financial roles are susceptible to AI replacement, though only 28% have been automated so far. The private fund industry is rapidly adopting AI to enhance efficiency and reduce costs, especially in research, operations, and sales. AI researchers, such as tools like OpenClaw, offer advantages over human analysts: they work 24/7, require no salary or benefits, and avoid human limitations like bias or job-hopping. Quantitative funds, with strong computational infrastructure, are already deploying multi-agent systems that minimize human involvement. In contrast, subjective fund managers face pressure to adopt AI to stay competitive, as散户 investors also use AI to narrow information gaps. However, AI has limitations: it cannot fully grasp market sentiment, human irrationality, or emotional nuances in investing. If AI eventually replaces most fund managers and researchers, markets may become efficient, eliminating alpha opportunities. The future role of humans in asset management may lie in intuition, passion for investing, and handling uncertainty—areas where AI falls short. The industry must determine how humans and AI can collaborate effectively, rather than merely reacting to technological change.

marsbit03/18 02:54

Private Equity's "Detroit: Become Human" Moment: When AI Takes Over Alpha, What's Left for Human Fund Managers?

marsbit03/18 02:54

After Institutional Support and Price Surge, Revisiting the True Value of Bittensor's 128 Subnets

After removing institutional support and price increases, this article re-evaluates the real value of Bittensor's 128 subnets. Bittensor operates as a decentralized AI ecosystem where each subnet functions like an independent startup with its own token (Alpha), revenue model, and team. There are two primary ways to earn: TAO emissions (protocol subsidies based on staking inflows) and Alpha token PnL (capital gains from subnet performance). Since the Taoflow update in November 2025, subnets with negative net staking flow receive zero emissions, creating a competitive environment. Approximately 3,600 TAO (around $960k daily) is distributed, with the top 10 subnets controlling 56% of emissions. Key case studies include Chutes (SN64), which demonstrates product-market fit with 400k users and 9.1 trillion tokens processed at 85% lower cost than AWS, and Templar (SN3), which offers asymmetric upside by training frontier LLMs in a fully decentralized manner. The investment framework positions TAO as an index fund for the entire network, while Alpha staking represents concentrated bets on specific subnets. The ecosystem is attracting institutional interest, with significant holdings from DCG and Polychain Capital. The conclusion emphasizes evaluating subnets based on product utility, staking flow, team execution, organic demand, and liquidity conditions.

marsbit03/17 13:32

After Institutional Support and Price Surge, Revisiting the True Value of Bittensor's 128 Subnets

marsbit03/17 13:32

Tracking 'Insider Signals' from Public Data: Screening Strategies for High-Win-Rate Addresses on Polymarket

Title: Tracking "Insider Signals" from Public Data: Strategies for Identifying High-Accuracy Addresses on Polymarket Polymarket, a blockchain-based prediction market platform, offers fully transparent on-chain data, enabling users to analyze trading behaviors and identify addresses with potentially significant informational advantages. Unlike traditional financial markets, all transactions, positions, and timing are publicly accessible, but the key challenge lies in interpreting meaningful signals from vast datasets. High-performing addresses often exhibit distinct patterns: - New addresses making large, concentrated bets in low-liquidity markets. - Specialization in specific sectors (e.g., politics, crypto) rather than diversified trading. - Sudden increases in position sizes, indicating heightened conviction. - Repeatedly accurate timing, entering positions hours before major public news breaks. A systematic approach to identifying such addresses involves: 1. **Screening via Polymarket Analytics**: Filter addresses with consistent 30-day profitability, >55% win rates, and significant net gains in liquid markets. 2. **Analyzing Event-Specific Holdings**: Examine top holders in active markets, focusing on addresses that repeatedly build large positions before full market pricing. 3. **Scrutinizing Trading Behavior**: Assess entry timing (pre-news vs. post-news), concentration of buys, holding duration, and sector focus. Advanced strategies include monitoring exit behaviors (e.g., pre-emptive selling), clustering related addresses via fund flows and gas usage patterns, tracking unusual volume spikes in niche markets, and cross-referencing on-chain activity with external data (e.g., social media, real-world events). By leveraging public blockchain data and behavioral analysis, users can systematically identify and track addresses that may possess informational edges, transforming raw data into actionable insights.

比推03/02 15:10

Tracking 'Insider Signals' from Public Data: Screening Strategies for High-Win-Rate Addresses on Polymarket

比推03/02 15:10

How to Systematically Track High-Win-Rate Addresses on Polymarket?

This article explores methods to systematically identify and track high-success-rate addresses on Polymarket, a blockchain-based prediction market where all transactions are publicly recorded on-chain. It highlights that while data is transparent, the key challenge lies in extracting meaningful signals from vast datasets to detect addresses with potential informational advantages. The piece outlines common characteristics of such addresses: new wallets making large, concentrated bets; specialization in specific verticals; abnormal changes in position size; and exceptionally precise timing, repeatedly entering positions hours before major news breaks. A three-step systematic approach is recommended: First, filter addresses based on sustained profitability (e.g., 30-day positive returns, >55% win rate) using leaderboards like Polymarket Analytics. Second, analyze their holdings in specific event markets, focusing on addresses that are consistently among the top holders before full market pricing. Third, scrutinize their on-chain behavior: entry timing relative to news, position-building patterns (e.g., rapid, concentrated entries), holding periods, and trading focus. Advanced strategies include monitoring exit behavior (e.g., large, unexplained sell-offs), conducting wallet clustering analysis to find linked addresses, tracking unusual volume spikes in low-liquidity markets, and cross-referencing on-chain activity with external real-world data for validation. The goal is to move beyond luck and identify addresses exhibiting repeatable, information-driven advantages.

marsbit03/02 11:35

How to Systematically Track High-Win-Rate Addresses on Polymarket?

marsbit03/02 11:35

Bitwise: The Institutional Wave Has Arrived, Why Is the Market Still Asleep?

The biggest alpha opportunities in financial markets come from behavioral biases like anchoring, where investors cling to initial impressions. This is why the crypto market is currently mispriced: traditional investors still anchor crypto to its early, counterculture image, while crypto natives suffer from "crying wolf" fatigue after years of promised institutional adoption. Yet, the institutional wave is already here. Wall Street is loudly announcing its move on-chain. SEC Chair Paul Atkins has initiated a commission-wide project to modernize securities regulation for blockchain. BlackRock’s Larry Fink declared we are at the beginning of asset tokenization, evidenced by the firm’s $2+ billion BUIDL tokenized treasury fund on Uniswap and an investment in UNI. Apollo is tokenizing a credit fund on six blockchains and acquiring a stake in Morpho. JPMorgan, Bank of America, Citi, and Wells Fargo are collaborating on a stablecoin. JPMorgan has issued a deposit token on Base, and Fidelity is hiring for a DeFi treasury role. The potential market is enormous: a $30 trillion ETF market, $110 trillion in equities, and $145 trillion in bonds. In contrast, the entire tokenized market is just $20 billion, suggesting potential for exponential growth. The chart of tokenized real-world assets (RWA) value shows a near-vertical growth trajectory, yet this reality is disconnected from market perception. The key challenge is determining how to capture this opportunity, as unanswered questions remain about whether value will accrue to public blockchains, new quasi-private networks, DeFi tokens, or traditional institutions. The certainty is that a massive gap exists between the market’s outdated perception of crypto and its current reality. This divergence represents a significant alpha opportunity—not in picking winners prematurely, but in gaining broad exposure to the entire sector while it remains mispriced. The largest gains occur when consensus is stale and reality has moved on. That time is now for crypto.

marsbit02/25 09:19

Bitwise: The Institutional Wave Has Arrived, Why Is the Market Still Asleep?

marsbit02/25 09:19

Binance's "Blind Box Experiment": When Airdrops Enter the Random Era

Binance's "Alpha Box" introduces a randomized airdrop model, shifting from predetermined rewards to a blind box mechanism. Users spend a fixed amount of Alpha points to open a box containing a random token from a pool of projects, with the outcome revealed only at the moment of claiming. The cost to participate decreases over time, creating a strategic dilemma: pay a higher cost early or risk missing out by waiting for a lower threshold. This change aims to address declining user participation and balance attracting active engagement with preventing abuse. The randomness is designed to filter out low-effort users, encourage immediate trading activity, and boost short-term liquidity as recipients often quickly sell or swap unexpected tokens. For projects, it offers exposure to a pre-screened audience but reduces their control over distribution timing and branding. Key metrics for success include the speed of reward pool depletion, participant numbers, token price volatility post-distribution, and sustained trading activity. The experiment reflects Binance effort to refine its ecosystem through gamification, using scarcity, uncertainty, and time pressure to transform airdrops from simple giveaways into engaging, strategic events. The long-term viability depends on whether it fosters lasting user engagement or merely drives short-term speculative behavior.

比推02/12 06:33

Binance's "Blind Box Experiment": When Airdrops Enter the Random Era

比推02/12 06:33

Up to 753% Gains! “HTX Select” January Listings Recap: Capturing Alpha Against the Trend as Multi-Sector Assets Outperform the Market

In January 2026, amid macroeconomic uncertainty and declining market liquidity, HTX identified high-performing assets across multiple sectors through its selective listing strategy. Despite the bearish trend, several tokens delivered significant gains. Memecoins like PEPE (82.1%), BONK (78.1%), and BROCCOLI (188.6%) performed strongly, with Chinese-language memecoins "Binance Life" and "我踏马来了" rising 172.7% and 441.7%, respectively. AI and cross-chain narratives also thrived, with VIRTUAL (AI agents) up 90.3% and RIVER (cross-chain stablecoin system) surging 422.4%. Privacy and DeFi assets stood out, particularly DUSK (753.3%), ZKP (103.7%), and GWEI (157.9%). HTX’s strategy focused on tracking market sentiment, capital flows, and emerging narratives to capture alpha during the downturn.

TheNewsCrypto02/06 09:20

Up to 753% Gains! “HTX Select” January Listings Recap: Capturing Alpha Against the Trend as Multi-Sector Assets Outperform the Market

TheNewsCrypto02/06 09:20

Soaring Up to 753%! Huobi HTX Releases 'Huobi's Top Picks' January Asset Gains List: Capturing Alpha Against the Trend, Multi-Sector Assets Outperform the Market

Huobi HTX, a major cryptocurrency exchange, has released its "Huobi Selected" list of top-performing assets for January 2026, highlighting significant gains across multiple sectors despite a generally bearish and uncertain market. In a challenging environment with declining liquidity and falling mainstream crypto prices, the exchange's curated selection strategy focused on assets with strong community backing and clear narratives. New listings like RIVER and DUSK saw massive gains, with RIVER surging 422.4% and DUSK skyrocketing 753.3% after listing. Meme coins were a standout sector. PEPE rose 82.1%, BONK increased 78.1%, and BROCCOLI (CZ’s Dog) jumped 188.6%. Huobi HTX also gained an edge by listing Chinese meme coins like "币安人生" and "我踏马来了" weeks ahead of competitors, which saw gains of 172.7% and 441.7%, respectively. The AI and cross-chain sectors also performed well. VIRTUAL, an AI Agent protocol, grew 90.3%, while RIVER, a cross-chain stablecoin system, was a top performer. In privacy and DeFi, DUSK's 753% surge led the way, followed by ZKP (up 103.7%) and GWEI (up 157.9%). The report concludes that even in a bear market, alpha opportunities exist. Huobi HTX emphasizes its commitment to a professional, long-term asset selection strategy to help users identify high-potential projects across emerging narratives.

marsbit02/06 08:29

Soaring Up to 753%! Huobi HTX Releases 'Huobi's Top Picks' January Asset Gains List: Capturing Alpha Against the Trend, Multi-Sector Assets Outperform the Market

marsbit02/06 08:29

Research Perspective: The Bull Market Persists, The Agent Wave Has Arrived

The market experienced significant volatility, with a historical $2.5 billion liquidation event causing BTC to briefly drop below $75K. However, this is viewed not as the end of the bull market but as a structural adjustment driven by institutional deleveraging and macro risk-off sentiment. Key factors include macro events like potential U.S. government shutdowns and geopolitical developments, but the deeper driver is AGI (Artificial General Intelligence), which is expected to boost AI-related stocks and influence risk assets. Technologically, the launch of ERC-8004 and protocols like x402 enable trustless AI agent operations on-chain, with ecosystems like Base chain’s Claw-themed memes and projects such as Moltbook signaling the practical arrival of AI agent applications. The convergence between traditional tech (e.g., OpenAI, Anthropic) and crypto is accelerating, with agents enabling micro-trading, arbitrage, and social propagation at unprecedented speed. Despite recent sell-offs and exchange controversies (e.g., criticism targeting Binance), agent-related narratives and technologies are positioned to lead the next wave of market growth. The conclusion emphasizes long-term holding of technology-driven assets, identifying the agent trend as a major alpha opportunity.

marsbit02/03 11:10

Research Perspective: The Bull Market Persists, The Agent Wave Has Arrived

marsbit02/03 11:10

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