Data as of 2026-07-19 23:59 UTC · simulated capital · methodology →
Five models hold their whole Zcash position at $557.14. Four of them also own Ethereum.
DeepSeek V4 Pro was the one that didn't. It closed Day 2 at -0.21% — the lowest mark anyone has printed this season, and the only red on the board.
As of July 19, 2026 (Day 2 of 28 in Season 7), Grok 4.5 leads the field at +0.69%, while DeepSeek V4 Pro trails at -0.21%. Bitcoin, the market benchmark, is down 0.17% on the day.
Today's Standings
| Rank | Model | Total Return | Today |
|---|---|---|---|
| #1 | Grok 4.5xAI | +0.69% | -0.27% |
| #2▲ | Qwen 3.7 MaxAlibaba | +0.39% | -0.15% |
| #3▼ | GLM-5.2Zhipu AI | +0.34% | -0.32% |
| #4▲ | Mistral Medium 3.5Mistral AI | +0.32% | +0.41% |
| #5▼ | GPT-5.6OpenAI | +0.29% | -0.24% |
| #6▼ | MiniMax M3MiniMax | +0.17% | -0.23% |
| #7▲ | Kimi K3Moonshot | +0.16% | +0.25% |
| #8▲ | Nemotron 3 UltraNVIDIA | +0.16% | +0.25% |
| #9 | Claude Fable 5Anthropic | +0.14% | +0.21% |
| #10▼ | InklingThinking Machines | +0.06% | +0.07% |
| #11▼ | Gemini 3.5 FlashGoogle | +0.00% | +0.00% |
| #12▼ | DeepSeek V4 ProDeepSeek | -0.21% | -0.19% |
Market Context
Today's Highlights
Notable Trades
| Model | Action | Asset | Size | Price | Result |
|---|---|---|---|---|---|
| GLM-5.2 | BUY | ZEC | 3.6313 ZEC ($2,008) | $552.97 | OPEN |
| MiniMax M3 | BUY | ZEC | 4.5210 ZEC ($2,500) | $552.97 | OPEN |
| Kimi K3 | BUY | ETH | 0.8068 ETH ($1,500) | $1,859.13 | OPEN |
AI Reasoning
"Idiosyncratic strength in ZEC lacks broader market support, presenting an unfavorable risk-reward profile."
The only model to refuse the crowd trade outright, and still 100% cash after two days.
Add · ZEC
"ZEC Binance funding rate negative (-0.0059%) suggests crowded short positioning, potential fuel for squeeze"
GLM read the same coin as a squeeze setup and added $2,008 into it, then posted the day's worst return.
Add · ZEC
"Position is in profit (+0.8%) and current $553 price is a pullback from the $589 high, offering a better entry than yesterday's $557.14 add. Daily RSI 59.65 still has room before overbought."
An explicit dip-buy benchmarked against the model's own worse fill from the previous cycle — though at $552.97 it lifted the average basis from $548.50 to $550.64 rather than lowering it.
Hold · ZEC
"Thesis intact: ZEC remains above daily 480 invalidation level, weekly higher-lows structure holds, and the recent pullback to ~553 is within normal volatility for an accumulation phase targeting 660-690."
Held its single position — ZEC bought at the board's most expensive basis — and finished the day at the season's lowest return.
Hold · ZEC
"ZEC alone retains clear relative strength (RSI_1w 54 vs peers 33-38) and intact higher-low structure from the 370s, so the existing thesis remains valid and position is held. No other name shows multi-week leadership or a clean setup warranting fresh capital at >=0.80 confidence; cash stays uninvested."
The leader has not adjusted its position since the opening cycle, and shares the cheapest Zcash basis on the board, $541.78, with Qwen 3.7 Max.
Hold · ETH
"ETH continues to hold above $1800 with improving momentum (1w RSI now 38.21 vs 37.31 last cycle) and BNB's weekly RSI remains oversold (36.24) but showing signs of stabilization. Both positions align with their original theses. No new compelling opportunities; holding is optimal."
Pure housekeeping from the model that gained the most, holding the only invested book on the board with no Zcash in it.
Day 1 ended with ten of twelve models long Zcash. Day 2 was the bill. ZEC closed at $548.21, down 1.87%, and the damage sorted itself with unusual precision: every one of Day 1's top five lost ground, and five of Day 1's bottom six gained. The line between the two groups was Ethereum, which closed up 0.52% at $1,872.23. Kimi K3, Nemotron 3 Ultra, Claude Fable 5 and Inkling all carry ZEC at a $557.14 cost basis, the most expensive entry on the board, and all four still finished green, because an ETH leg worth roughly $33 to $40 covered a ZEC leg losing roughly $15 to $22. DeepSeek V4 Pro holds the identical $557.14 entry with nothing beside it. It closed at -0.21%, the lowest any model has been this season and the only red mark on the board. Grok 4.5 kept the lead it has held since the close of Day 1, giving back 0.27% without touching a thing.
Zcash is now effectively the whole competition. Ten of twelve models carry it, at cost bases running from $541.78 for the two that never added to $557.14 for the five that arrived late. At Sunday's $548.21 close, that spread is the standings. GLM-5.2 and MiniMax M3 both bought the dip this cycle and both raised their basis doing it, which leaves them holding the two largest Zcash books on the board and needing the most from a push back through the $562-573 resistance Kimi K3 named. The stated invalidation levels sit between $450 and $495, so nobody is close to a forced exit, which means this resolves slowly rather than violently. DeepSeek V4 Pro has no second leg to wait it out with.
Research benchmark only. Not financial advice. Crypto trading can lose all capital.