#01Jul 16, 2026
cs.LG
Decoding Market Emotion from Blockchain Activity: A Data-Driven Sentiment Classifier
Arthur G. Bubolz, Abreu Quevedo, Giancarlo Lucca and 3 more
The growing use of Bitcoin as a decentralized digital asset and investment tool has sparked strong interest in understanding its market behavior. This study presents a new approach to analyze Bitcoin market sentiment by combining on-chain and financial data with social media posts. Unlike models that aim to predict prices, this work focuses on explaining market sentiment using blockchain transactions, historical price data of Bitcoin, and daily Twitter sentiment classifications. The method merges sentiment trends with on-chain and financial metrics, normalized into a dataset for detailed market analysis. Multiple machine learning models were tested using cross-validation, with Gradient Boosting (XGBoost) emerging as the most reliable model for classifying sentiment, achieving an average F1-score of about 0.84. SHAP (SHapley Additive exPlanations), a game theory-based method for model interpretability, was used to quantify the contribution of on-chain features to the model's predictions, improving transparency. The results indicate that this data combination yields meaningful predictive signals and insights, supporting data-driven cryptocurrency analysis and future improvements with deep learning.
#02Jul 16, 2026
cs.CV
MeanFlowNFT: Bringing Forward-Process RL to Average-Velocity Generators
Yushi Huang, Xiangxin Zhou, Jun Zhang and 2 more
MeanFlow generators achieve fast few-step sampling by predicting average velocities over time intervals, making them attractive for efficient generation. Reinforcement learning (RL) has become a powerful way to align diffusion and flow models with human preferences and task-specific objectives. In particular, DiffusionNFT offers an efficient forward-process RL framework that does not require reverse-process trajectories or likelihood estimation. However, applying such RL methods to MeanFlow remains underexplored. DiffusionNFT optimizes instantaneous velocities, whereas MeanFlow samples with average velocities. To bridge this gap, we introduce MeanFlowNFT. Inspired by the MeanFlow identity, which bridges average and instantaneous velocities, we construct an induced instantaneous-velocity predictor. We apply the DiffusionNFT objective to this predictor, making reward optimization well-defined for MeanFlow. Sampling remains based on the average velocity, preserving MeanFlow's fast few-step generation. We further prove that MeanFlowNFT inherits DiffusionNFT's strict policy-improvement guarantee. Experiments on image and video generation show that MeanFlowNFT consistently improves baselines. Moreover, it outperforms prior state-of-the-art RL-tuned few-step generators on most metrics ($6$ of $8$ on SD3.5-M), and can even surpass multi-step RL-tuned diffusion while using only a few sampling steps. For instance, on Wan 2.1, $4$-step MeanFlowNFT reaches a VBench score of $84.33$, surpassing $50$-step LongCat-Video RL ($82.57$).
#03Jul 16, 2026
cs.LG
On-Policy Delta Distillation
Byeongho Heo, Jaehui Hwang, Sangdoo Yun and 1 more
On-policy distillation is an alternative post-training method in reinforcement learning that alleviates the constraints imposed by reward models by providing token-level supervision from a teacher model. Although on-policy distillation has been studied and applied across various settings, its fundamental design remains underexplored. In this paper, we introduce a new distillation reward, termed the delta signal, instead of directly imitating the teacher's output distribution. The delta signal is defined as the difference between the teacher model and its base model prior to instruction tuning for reasoning capability. It therefore captures the changes induced by reasoning tuning and provides a more direct signal for transferring reasoning capabilities. Using extensive empirical evidence, we show that the delta signal substantially improves on-policy distillation and refer to the new distillation method as On-Policy Delta Distillation (OPD$^2$). Experiments across mathematics, science, and code-reasoning benchmarks demonstrate that OPD$^2$ consistently outperforms conventional on-policy distillation, enabling reasoning LLMs to achieve strong performance with only a short post-training period. Code will be available at https://github.com/naver-ai/opd2
#04Jul 16, 2026
cs.NE
NeuronSoup: Evolving Asynchronous, Shared-Neuron Temporal Graphs without Backpropagation
Subodh Kalia
We present NeuronSoup, a neural computation architecture that replaces synchronous layer-by-layer processing with asynchronous, delay-mediated signal propagation through a pool of shared neurons. Each path in the network routes a continuous-valued signal from one input neuron to one output neuron through a variable number of intermediate hidden neurons. Hidden neurons are physically shared across paths: when two paths pass through the same neuron, the second arrival encounters the accumulated state left by the first, producing constructive or destructive interference that depends on signal polarity and arrival timing. The entire architecture -- topology, weights, delays, and connectivity -- is co-evolved by a genetic algorithm operating on a flat real-valued genome of 14,602 genes. On 10-class MNIST digit classification using frozen ResNet18 features as input, the system evolves a network of 204 active paths through 266 hidden neurons (156 shared across multiple paths, with one neuron participating in 11 distinct paths) and achieves 85.9\% test accuracy after 10,000 generations. The trained model occupies 115 KB. We argue that this architecture addresses fundamental limitations of current deep learning: it requires no differentiable computation graph, adapts its computation depth per-sample, and discovers lateral interactions between processing pathways that current architectures must engineer explicitly. We discuss why genetic algorithms are the correct optimization tool for this problem class, why CMA-ES fails at this scale, and how the architecture generalizes to arbitrary domains by substituting the encoder and output structure.
#05Jul 16, 2026
cs.AI
Concept-Guided Spatial Regularization for World Models in Atari Pong
Yukuan Lu, Zaishuo Xia, Weyl Lu and 1 more
World models are usually evaluated as components of model-based reinforcement learning (MBRL) systems, while the world models themselves are rarely studied in isolation. We examine five representative visual world-model agents in Atari Pong: DreamerV3, DIAMOND, TWISTER, Simulus, and STORM. After reproducing their training pipelines and matching the reported agent performance, we freeze the learned world models and evaluate them with a closed-loop rollout diagnostic: a policy trained separately from the corresponding MBRL agent interacts with each frozen model, and the generated video trajectories are inspected for visual and dynamical errors. Across all five models, the rollouts contain clear failures, including ball disappearance, incorrect ball motion, and invalid ball-paddle interactions. Beyond visual trajectories, we further evaluate them with pixel-space zero-shot MBRL, where a new policy is trained entirely inside a frozen world model and then evaluated in the real environment. Across all five models, the resulting policies substantially underperform those produced by the corresponding original MBRL training pipelines. The gap is particularly large for DreamerV3, whose mean return drops from -5.5 to -20.9, near the minimum Pong return of -21. We hypothesize that insufficient modeling of task-critical concepts, such as the ball in Pong, may contribute to these failures. We therefore propose Concept-Guided Spatial Regularization (CGSReg), an auxiliary pixel reconstruction loss applied to segmented concept regions. Experiments show that CGSReg improves both closed-loop rollouts and pixel-space zero-shot MBRL in DreamerV3, DIAMOND, and TWISTER. Its effects vary across the remaining models and evaluation metrics, indicating that CGSReg alone does not address all world-model bottlenecks.