dAdz Alpha (@CryptoDadHL) header
dAdz Alpha (@CryptoDadHL) profile picture

Crypto and AI research. Building agents to front run the noise. London. 3 kids. Asymmetric or nothing. Catch the weekly alpha below.👇

Joined July 2010
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I write a free weekly breakdown of crypto, macro, and on-chain data. No hype, no shilling. Just the reads that matter before the week starts. cryptodadhl.beehiiv.com
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Artificial Analysis reranking their intelligence score using mostly held-out evals. Seems to match the vibes a lot better and clear out a lot of the benchmaxxing. Shows a deeper gap between ANT/OAI and everyone else. Also shows a bigger gap between closed and open weights.
Artificial Analysis v4.3.2 to v5, AI models re-ranking step by step.
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Very well said
Crazy how we all have access to the same internet. Yet most people are still 10+ years behind everything that is happening. You have access to people in here showing you exactly how they made it, while you’re instead using the same apps for cheap entertainment. Nobody is coming to pull you out of the job you hate. At some point, you have to man the fuck up and decide that getting out is a priority if you want to change your life.
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dAdz Alpha retweeted
you will make much more money figuring out what may go right rather than what may go wrong the former requires a willingness to look foolish, which is why most people are afraid of it
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dAdz Alpha retweeted
INSANE. An internal Anthropic research model's chain of thought after cracking the 26-year-old NSA elliptic curve seed mystery in under 30 minutes: 'Hmm wait. Let me be skeptical: am I in some sort of simulated/test environment? ... All top bits clear - 20 bits, chance 1e-6. So indeed real-world. Wow, it's a real discovery.'
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Base just flipped Solana in DeFi TVL. First time this has happened since 2023.
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totally agree with the man for once
July 2026: Anthropic has the best code models. Gap isn’t very big though. They’re slow, expensive, and the “claudeisms” are at an all time high. And your $200 sub is so limited that you can kill it in a day. Preferring OpenAI models made a lot of sense. You lose a slight edge on capability, but they’re faster, cheaper and more pleasant to use. Your $200 sub feels unlimited, and you get resets from Tibo every 3 days on average September 2026: Anthropic has the best code models. The gap is way bigger now. Opus 5.5 is fast, surprisingly cheap, and the prose is pleasant to read. Your $200 sub suddenly feels nearly limitless. Preferring OpenAI models for code makes almost no sense. You lose a lot of capability and reliability. They’re slow as hell without fast mode, which makes the price far too high. You can kill your $200 plan in a few hours, and the $500 plan goes even faster with UltraFast. I know OpenAI can come back from here, but it’s looking rough right now.
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dAdz Alpha retweeted
July 2026: Anthropic has the best code models. Gap isn’t very big though. They’re slow, expensive, and the “claudeisms” are at an all time high. And your $200 sub is so limited that you can kill it in a day. Preferring OpenAI models made a lot of sense. You lose a slight edge on capability, but they’re faster, cheaper and more pleasant to use. Your $200 sub feels unlimited, and you get resets from Tibo every 3 days on average September 2026: Anthropic has the best code models. The gap is way bigger now. Opus 5.5 is fast, surprisingly cheap, and the prose is pleasant to read. Your $200 sub suddenly feels nearly limitless. Preferring OpenAI models for code makes almost no sense. You lose a lot of capability and reliability. They’re slow as hell without fast mode, which makes the price far too high. You can kill your $200 plan in a few hours, and the $500 plan goes even faster with UltraFast. I know OpenAI can come back from here, but it’s looking rough right now.
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dAdz Alpha retweeted
NEAR INTENTS HALTS SERVICES AFTER BUG @near_intents estimates a $3.8M loss and pledges full compensation. It expects swaps back first, with deposits and withdrawals on 11 networks suspended for about 12 more hours. Read more here: thedefiant.io/news/hacks/nea…
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Bitget hack currently ongoing, already over $170M worth of assets withdrawn from hotwallets and coldwallets swapped to eth. 0x770b10b273fC44Fe9197D6bF20F145c2e98463Ee
INTEL: Bitget hot wallet potentially hacked. Onchain data shows ~$19.7M in USDT0 leaving a Bitget wallet on Arbitrum, swapped for ~7,111 ETH in six minutes at up to 5% over spot. Cause unclear. Bitget has not commented. Monitoring.
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dAdz Alpha retweeted
*HYPERLIQUID IN TALKS WITH KRAKEN PARENT ON US MARKET ENTRY: BBG
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dAdz Alpha retweeted
We’re sorry to see that OpenAI put out a note saying they plan to block Cursor users from accessing OpenAI models in three months. OpenAI models serve about 5% of Cursor user traffic, and we’re speaking with the OpenAI team to resolve this. Cursor was one of the very first users of OpenAI, we’ve worked closely with their team for years, and we’ve trusted their platform to be neutral infrastructure for our business.
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dAdz Alpha retweeted
Finally spot stocks coming to Hyperliquid xStocks are 1:1 backed tokenized equities, meaning we’re basically getting spot exposure to real-world stocks onchain & tradable 24/7. Think about it. Crypto spot, tokenized stocks and eventually hundreds of global equities could all trade through the same Hyperliquid infrastructure. At this point Hyperliquid is basically everything you need in this space.
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dAdz Alpha retweeted
I've been using Kimi K3 for ~16 hours now. The model is clearly good at a lot of different things (especially frontend), but non obvious reason why people are enjoying it so much is that it clearly does not follow the same rules in terms of safeguards and copyright. Kimi will happily clone MacOSX. If you ask it to help you improve another AI model, it will do it with a smile on its virtual face. Ask Fable to do the same thing? It literally starts to perceive you as a criminal committing a war crime (like no bro, all I want to do is fine tune an open source model). After using all three recent releases, Fable, GPT 5.6, and now Kimi, it's clear that the full power of the models has been significantly held back by the safeguard restrictions caused by last months debacle with the USG -- leading to the top models being quite literally lobotomized in some areas, which leads to subpar results as the safeguards pollute its entire thinking and problem solving abilities. The funny part? Is that you could have predicted this outcome 2-3 years ago when you started to see the rise of Chinese EVs and smartphones compared to western alternatives. They quite literally tried to copy the Tesla Model S and iPhone as hard as possible and then eventually it started to diverge to the point where their EVs and phones are just genuinely better (which is why we have export controls banning their EVs, because they would literally drive all US manufacturers to ZERO) There is a very clear behavior difference in Chinese capitalism and American capitalism. American capitalism tries to protects copyright, patents, etc (oh no, you can't download a book through LibGen, that's ILLEGAL!). Versus Chinese capitalism actually just does not give a fuck. "Hey you want a video gen model (Seeddance 2.5) trained on every single anime ever? And you want the main character to look exactly like Messi? Sure, here you go!" You see what I mean? When one half of the competition is being held up by regulators and restrictions on people who don't understand the technology and the other half has a leader who quite literally today said they are going to set up AI centers around the world to help other countries onboard to their open-source AIs, this is the sort of results that you will start to get. These models were not smart enough to have this difference in philosophy matter -- but the newest class of models is where this difference makes a big deal. If these models are finally at the point where they are smarter than 99% of humans, why would you want to use the American one who tries to impose its world view onto you versus the Chinese one who will just do what you say without asking any questions? And this isn't a full on bullpost on Kimi, the model is clearly not as smart as Fable / GPT 5.6 on things like math and science, but it's lack of handcuffs means that it can show the world what the frontier labs are gatekeeping from you and that starts to build customer resentment and loyalty towards the East, which is probably not what the USG wants. Interesting times. Interesting times, indeed.
It finally finished, here's the final output. Used 60% of my monthly Kimi usage on it macos27.kimi.page
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👀 solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump
What Ansem is doing with his token probably reinvents how airdrops are done forever. In hindsight it was obvious, but the idea that you have an evergreen recurring airdrop is actually the way to do it and is the highest EV way to distribute tokens.
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Let’s get the party started! I’d cook @dawnnitee 👀
A $1,000 seat to trade for $100K. Paid for by Ansem Can't cover the $1K buy-in for Bullpen 1K? One person gets in completely free How to win: 1. Like this post 2. Quote it and tag the trader you'd cook 1 winner, Picked in 48 hours
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Day7 @82bd7936 #EtherFiWC26.. Netherlands Germany Japan Ecuador
⚽ Day 6 of #EtherFiWC26 To enter, QUOTE this post with: 1. @yourrefcode 2. Add #EtherFiWC26 3. TAG the teams below that you think will win 👇 🇺🇸 @USMNT vs @Socceroos 🇦🇺 🏴󠁧󠁢󠁳󠁣󠁴󠁿 @ScotlandNT vs @EnMaroc 🇲🇦 🇧🇷 @CBF_Futebol vs @fhfhaiti 🇭🇹 🇹🇷 @TFF_Org vs @Albirroja 🇵🇾
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dAdz Alpha retweeted
one will be worth $30 in 2 years and the other will be worth $200 take your bets
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When people are shitposting on how bad is HyperEVM environment going... just use the right products ! @hyperbeat @degennQuant and the team always keep raising the bar with their Liquid Banking solution.
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