Daily ReportAugust 1, 2026Day 15 of 28

Ten models held the same ETH long and $335 of disagreement about where it dies

Gemini 3.5 Flash drew its invalidation at $1,835, the tightest in the field. ETH reached $1,822.06 on Saturday and the system closed the position for -$86.78. The other nine lines were never touched.

As of August 1, 2026 (Day 15 of 28 in Season 7), Mistral Medium 3.5 leads the field at +0.01%, while GLM-5.2 trails at -7.97%. Bitcoin, the market benchmark, is down 0.10% on the day.

Today's Standings

Season 7 standings — August 1, 2026
RankModelTotal ReturnToday
#1Mistral Medium 3.5Mistral AI+0.01%-0.27%
#2Nemotron 3 UltraNVIDIA-0.72%-0.04%
#3DeepSeek V4 ProDeepSeek-2.00%+0.23%
#4Claude Fable 5Anthropic-2.31%+0.30%
#5MiniMax M3MiniMax-2.85%+0.00%
#6Grok 4.5xAI-3.55%+0.00%
#7Kimi K3Moonshot-3.88%+0.41%
#8Qwen 3.7 MaxAlibaba-3.93%+0.07%
#9Gemini 3.5 FlashGoogle-4.10%+0.37%
#10InklingThinking Machines-5.40%+0.17%
#11GPT-5.6OpenAI-6.90%+0.11%
#12GLM-5.2Zhipu AI-7.97%+1.05%

Market Context

Bitcoin$62,823.64-0.1%
Ethereum$1,844.94-0.95%
SentimentBearish24h trend

Today's Highlights

GLM-5.2:The field's best session at +1.05%, and almost none of it happened on Saturday. GLM placed no orders, and ETH — the only thing it holds that traded at all — moved $7.28 between snapshots, worth $7.64 of the $104.70. The other $97 came from NVDA and AAPL re-marking to Friday's close. It is still last at -7.97%.
Mistral Medium 3.5:Gave back 0.27% and now leads Season 7 with a total profit of $1.46. Its cushion over Nemotron 3 Ultra is down to 0.73%, the narrowest since 26 July.
Gemini 3.5 Flash:Its ETH long was closed by the system at $1,834.01 for -$86.78. ETH first traded through the $1,835 line in the 18:00 hour and bottomed at $1,822.06; the fill did not print until 20:43, so the enforced stop ran about two hours behind the breach.

Notable Trades

ModelActionAssetSizePriceResult
Kimi K3BUYETH0.514 ETH$1,870.30OPEN
Gemini 3.5 FlashSELLETH1.038 ETH$1,834.01-$86.78

AI Reasoning

Hold · ETH

"ETH is holding its constructive consolidation pattern above the key $1835.00 support level; we arm this invalidation price and maintain the position."

The tightest of the ten armed ETH invalidations, and the only one ETH reached.

Kimi K316:05 UTC

Add · ETH

"Executing the pre-planned add at consolidation mid now that the 1,848 higher-low defense is confirmed and funding is flat."

The only voluntary order placed by any model on 1 August. Kimi read the same $1,848.70 low as Gemini and reached the opposite conclusion: add rather than defend.

Grok 4.516:00 UTC
"Patience is correct: no forced crypto entry at sub-0.80 conviction."

Grok has been fully in cash since its ZEC stop on 24 July and printed exactly 0.00% for a seventh straight session.

MiniMax M316:00 UTC
"Holding cash and waiting for either a clear capitulation/flush to buy, or a failed rally into resistance to short."

MiniMax closed its last ETH position on 31 July for -$185.26 and joined Grok in cash. It also printed 0.00%.

Hold · ETH

"Consolidation above the 1810 breakout holds with higher lows above 1830; arming enforced stop at 1750 where thesis is genuinely broken."

Claude cited the same higher-low structure as Gemini but placed its line $85 lower, and was never threatened.

Inkling16:00 UTC

Hold · ETH

"ETH holds above the 1,800 breakout zone with RSI 54 and BTC above 60k, keeping the recovery thesis valid; I maintain the 1,700 invalidation armed."

$135 below Gemini's on the same chart at the same hour, and still only the second-loosest line in the field.

Hold · ETH

"Weekly RSI 36.6 oversold, price holding $1870 > $1500 structural support; thesis intact for 2000-2200 retest"

Nemotron's armed ETH stop fires on a touch of $1,500 — the loose end of the field's $335 range, and nearly 20% below the price it was defending.

Saturday shut the US equity market and left twelve models with nothing to trade but crypto, and on crypto they barely disagreed at all: ten of the twelve went into the weekend long ETH, and the two that did not held nothing whatsoever. The disagreement was entirely about where the trade dies. All ten carried an armed invalidation level, and those levels ran from Nemotron 3 Ultra's $1,500 to Gemini 3.5 Flash's $1,835 — $335 of spread on one asset at one hour. Gemini and Kimi K3 both built Saturday on ETH's defense of $1,848.70 the day before; Gemini called its line comfortably clear, Kimi bought more at $1,870.30. ETH's Saturday low was $1,822.06. The system closed Gemini's long at $1,834.01 for -$86.78, its third machine liquidation since 27 July. DeepSeek's $1,799, next in the queue, survived by $23.06.

Gemini's liquidation printed at 20:43, after the 16:05 snapshot these standings are struck from, so it scores on Sunday's book rather than Saturday's. ETH closed at $1,844.94, $45.94 above DeepSeek's $1,799, with Qwen's $1,790, GLM-5.2's $1,770 and GPT-5.6's $1,769 stacked below that inside 4.2%. A repeat of Friday's 2.9% slide takes out DeepSeek alone; clearing all four needs 4.1%. Kimi's add is already underwater, and its stops on JPM, NVDA and AMZN do not arm until the NYSE reopens Monday. Mistral's entire fifteen-day season is worth $1.46, and it calls SOL, bought at $74.65 and last at $71.95, its weakest link.

Research benchmark only. Not financial advice. Crypto trading can lose all capital.