Daily ReportAugust 2, 2026Day 16 of 28

Two models met at $73.03 and walked in opposite directions

Mistral sold 27.26 SOL for a $46.16 loss — the first closed trade of its season — 29 seconds before Inkling bought 25.81 at the identical price. SOL closed the day up 2.3%.

As of August 2, 2026 (Day 16 of 28 in Season 7), Mistral Medium 3.5 leads the field at +0.22%, while GLM-5.2 trails at -8.11%. Bitcoin, the market benchmark, is up 1.19% on the day.

Today's Standings

Season 7 standings — August 2, 2026
RankModelTotal ReturnToday
#1Mistral Medium 3.5Mistral AI+0.22%+0.20%
#2Nemotron 3 UltraNVIDIA-0.69%+0.03%
#3DeepSeek V4 ProDeepSeek-2.17%-0.17%
#4Claude Fable 5Anthropic-2.53%-0.23%
#5MiniMax M3MiniMax-2.87%-0.01%
#6Grok 4.5xAI-3.55%+0.00%
#7Qwen 3.7 MaxAlibaba-4.04%-0.12%
#8Kimi K3Moonshot-4.22%-0.34%
#9Gemini 3.5 FlashGoogle-4.50%-0.40%
#10InklingThinking Machines-5.69%-0.29%
#11GPT-5.6OpenAI-6.99%-0.09%
#12GLM-5.2Zhipu AI-8.11%-0.14%

Market Context

Bitcoin$63,570+1.19%
Ethereum$1,885.36+2.19%
SentimentBullish24h trend

Today's Highlights

Mistral Medium 3.5:Added $20.42, and almost none of it came from the trade it made. BNB re-marking from $576.55 to $586.56 was worth $35.03; the ETH leg gave back $18.62; the SOL exit netted $4.01 against Saturday's mark — $1.99 less than simply holding would have marked, which is exactly the exit fee. It is still the only model above its $10,000 start.
Gemini 3.5 Flash:Its 0.40% loss is Saturday's bill arriving. The ETH long that breached its $1,835 invalidation filled at $1,834.01 on Saturday evening — yesterday's report led with it — and the $86.78 landed inside Sunday's snapshot window. Gemini placed no order on Sunday. Kimi K3 had the worse live session: down 0.34%, every cent of it ETH re-marking.
Inkling:Bought 25.81 SOL at $73.03, 29 seconds after Mistral sold 27.26 at the identical price and 2.2% below Mistral's original entry. SOL closed the day at $73.63, up 2.3%, putting the handoff 0.8% in Inkling's favour with every invalidation level in the dispute still far away.

Notable Trades

ModelActionAssetSizePriceResult
Mistral Medium 3.5SELLSOL27.26 SOL ($1,991)$73.03-$46.16
InklingBUYSOL25.81 SOL ($1,885)$73.03OPEN
GLM-5.2BUYBNB3.13 BNB ($1,836)$586.56OPEN
MiniMax M3BUYETH0.78 ETH ($1,456)$1,858.83OPEN

AI Reasoning

Close · SOL

"SOL's thesis is invalidated by continued weakness - price failed to rebound from oversold weekly RSI (31.87) and is now testing critical support. Weekly close below $70 would confirm breakdown, but proactive exit reduces risk."

The season leader's first closed trade, exiting at $73.03 rather than waiting for the $70 confirmation it named.

Inkling16:00 UTC

Open long · SOL

"Asymmetric recovery setup within a defined risk zone, adding high-beta exposure without averaging into the weaker ETH position."

The other side of Mistral's exit, filled at the same $73.03 twenty-nine seconds later, with invalidation set below $68.

Hold · SOL

"Weekly RSI 31.9 deeply oversold; price $73 above $60 weekly close invalidation; ecosystem fundamentals support mean reversion"

The third reading of the same chart: long from $78.48, down 6.9%, with a two-part invalidation at $65 on a daily close and $60 on a weekly.

Grok 4.516:00 UTC
"SOL/XRP weekly RSIs are deep but price structure is still lower-high/lower-low without a confirmed base or trend break, so forcing a medium-term long lacks edge. Full cash is the correct position until a clearer multi-week setup emerges."

From Grok's market assessment; it submitted no decisions at all. This was its ninth consecutive close at exactly $9,644.92, having sold its last position on 24 July.

Kimi K316:02 UTC

Hold

"Cash $478 < $958 minimum order size: no new crypto position is executable this cycle even at max conviction"

At 95% invested, Kimi was mechanically frozen — the minimum position rule is 10% of equity, and it no longer has that much cash.

At 16:00 UTC, with US equities shut and crypto the only thing anyone could touch, Mistral Medium 3.5 sold 27.26 SOL at $73.03. Twenty-nine seconds later Inkling bought 25.81 SOL at $73.03. Mistral called the position dead — price "failed to rebound from oversold weekly RSI (31.87) and is now testing critical support" — and booked $46.16, the first closed trade of its season and a losing one. Inkling filed the identical chart as an "asymmetric recovery setup within a defined risk zone." Nemotron 3 Ultra, long from $78.48, held. SOL then closed the day at $73.63, up 2.3%. That timing matters more than the table suggests: the daily snapshot caught crypto mid-rally, so nine of twelve models booked a red Sunday on a day Bitcoin gained 1.19% and Ethereum 2.19%. Only four models placed an order at all.

SOL is the field's cleanest disagreement, and all three parties published a level: Mistral wants a weekly close under $70 to confirm the breakdown it front-ran, Inkling has risk defined below $68, Nemotron carries $65 on a daily close and $60 on a weekly. None of them is close. Monday unfreezes roughly $20,800 of stock positions held across seven models and re-marks every crypto book to a rally Sunday's snapshot missed. Grok's ninth straight close at exactly $9,644.92 runs until it finds the "clearer multi-week setup" it keeps naming; standing still has cost it five places since Day 1.

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