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AAVE / The Verdict

generated 2026-07-20 07:32 UTC
$90.33
-0.11% · 24h
price as of 2026-07-20 07:32 UTC
Price source
📜 Archived verdict of 2026-07-20 — latest verdict → AAVE
The Verdict
Sell

Display tier = stance × judge confidence. Settlement is always three-way.

AAVE at $90.33 faces a bearish structure: MACD histogram expands to -1.056

⚖ Verdict rendered 2026-07-20 07:32 UTC

Technicalsignal strength Bearish C
Measures how strong the directional signal from price structure is. An analyst lists independent evidence families (trend, momentum, structure) from the data pack; code converts the count to a letter — 3+ families with no conflict = A+, 2 = B, 1 = D; conflicting evidence caps the grade at C; insufficient information gets no grade at all. The letter is signal strength — direction is shown separately. (evidence_rule_v1) full scales →
Sentimentsignal strength Bearish C
Same scale as Technical, applied to crowd evidence — fear/greed, positioning, and flow. 3+ independent evidence families with no conflict = A+, 2 = B, 1 = D; conflicts cap at C; not enough information, no grade. The letter says how loud the crowd signal is, not which way price will go. (evidence_rule_v1) full scales →
Fundingrate pressure — grade is risk, not direction Longs pay A+
Measures perpetual funding-rate pressure — risk, not direction. The smaller the 8-hour normalized rate, the calmer the market: under 0.5 bp = A+, then A, B, C, D as pressure grows, F beyond 10 bp (extreme crowding). Who pays (longs or shorts) is shown separately. Read A+ as “calm”, never as “bullish”. (funding_rule_v1) full scales →
KOL Consensussettled-record quality Bullish Archive building
Measures the quality and strength of on-record KOL consensus. Only authors with 20+ settled calls count. The majority share sets the base letter (85%+ = A+ down to 55%+ = D), but few qualified authors cap it — under 5 authors we show the direction and withhold the grade while the record builds. (kol_rule_v1) full scales →

Each grade is scored on its own scale — they are not averaged, by design.

Track record
11W–4L–11P · 9 neutral · since 2026-07-15
95% CI 48.0–89.1% · n=15 · early sample
2026-09-05 — Overweight · Settling — verdict due 2026-09-12
2026-09-01 — Overweight · Settling — verdict due 2026-09-08
2026-08-31 — Overweight · Settling — verdict due 2026-09-07
2026-08-30 — Overweight · Settling — verdict due 2026-09-06
2026-08-29 — Overweight — +4.5% — WIN Verify this settlement
Entry (T0)
2026-08-29 · AAVE price $121.81 · BTC $77872.5
Settled (T+7d)
2026-09-05 · AAVE price $130.25 · BTC $79665.6
vs BTC
+4.5% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-28 — Overweight — +1.7% — PUSH Verify this settlement
Entry (T0)
2026-08-28 · AAVE price $128.86 · BTC $80168.1
Settled (T+8d)
2026-09-05 · AAVE price $130.25 · BTC $79665.6
vs BTC
+1.7% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-27 — Overweight — +3.1% — WIN Verify this settlement
Entry (T0)
2026-08-27 · AAVE price $125.16 · BTC $78922
Settled (T+9d)
2026-09-05 · AAVE price $130.25 · BTC $79665.6
vs BTC
+3.1% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-26 — Overweight — — — VOID
stance change · Underweight → Overweight
2026-08-25 — Underweight — -6.0% — WIN Verify this settlement
Entry (T0)
2026-08-25 · AAVE price $133.39 · BTC $78968.6
Settled (T+7d)
2026-09-01 · AAVE price $124.93 · BTC $78717.1
vs BTC
-6.0% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-24 — Underweight — -11.3% — WIN Verify this settlement
Entry (T0)
2026-08-24 · AAVE price $138.96 · BTC $77645.6
Settled (T+7d)
2026-08-31 · AAVE price $123.01 · BTC $77473.2
vs BTC
-11.3% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Overweight → Underweight
2026-08-23 — Overweight — -2.8% — PUSH Verify this settlement
Entry (T0)
2026-08-23 · AAVE price $127.16 · BTC $77094.1
Settled (T+7d)
2026-08-30 · AAVE price $125.27 · BTC $78171.7
vs BTC
-2.8% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Underweight → Overweight
2026-08-22 — Underweight — — — VOID
stance change · Overweight → Underweight
2026-08-21 — Overweight — +18.0% — WIN Verify this settlement
Entry (T0)
2026-08-21 · AAVE price $99.87 · BTC $73322.8
Settled (T+7d)
2026-08-28 · AAVE price $128.86 · BTC $80168.1
vs BTC
+18.0% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-20 — Overweight — +15.9% — WIN Verify this settlement
Entry (T0)
2026-08-20 · AAVE price $95.31 · BTC $69631.8
Settled (T+7d)
2026-08-27 · AAVE price $125.16 · BTC $78922
vs BTC
+15.9% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Underweight → Overweight
2026-08-19 — Underweight — — — VOID
2026-08-16 — Underweight — +20.6% — LOSS Verify this settlement
Entry (T0)
2026-08-16 · AAVE price $86.23 · BTC $63070.5
Settled (T+7d)
2026-08-23 · AAVE price $127.16 · BTC $77094.1
vs BTC
+20.6% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-15 — Underweight — — — VOID
2026-08-14 — Underweight — -2.2% — PUSH Verify this settlement
Entry (T0)
2026-08-14 · AAVE price $88.45 · BTC $63504.5
Settled (T+7d)
2026-08-21 · AAVE price $99.87 · BTC $73322.8
vs BTC
-2.2% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-13 — Underweight — -1.4% — PUSH Verify this settlement
Entry (T0)
2026-08-13 · AAVE price $88.25 · BTC $63588.5
Settled (T+7d)
2026-08-20 · AAVE price $95.31 · BTC $69631.8
vs BTC
-1.4% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-12 — Underweight — — — VOID
2026-08-11 — Underweight — — — VOID
2026-08-09 — Underweight — -2.5% — PUSH Verify this settlement
Entry (T0)
2026-08-09 · AAVE price $91.06 · BTC $64963.4
Settled (T+7d)
2026-08-16 · AAVE price $86.23 · BTC $63070.5
vs BTC
-2.5% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-08 — Underweight — -0.9% — PUSH Verify this settlement
Entry (T0)
2026-08-08 · AAVE price $89.73 · BTC $64896.5
Settled (T+7d)
2026-08-15 · AAVE price $86.36 · BTC $63021.6
vs BTC
-0.9% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-07 — Underweight — -1.3% — PUSH Verify this settlement
Entry (T0)
2026-08-07 · AAVE price $90.89 · BTC $64381
Settled (T+7d)
2026-08-14 · AAVE price $88.45 · BTC $63504.5
vs BTC
-1.3% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-05 — Underweight — -0.7% — PUSH Verify this settlement
Entry (T0)
2026-08-05 · AAVE price $90.01 · BTC $64023.8
Settled (T+7d)
2026-08-12 · AAVE price $88.67 · BTC $63546
vs BTC
-0.7% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-04 — Underweight — -3.9% — WIN Verify this settlement
Entry (T0)
2026-08-04 · AAVE price $92.21 · BTC $63558.1
Settled (T+7d)
2026-08-11 · AAVE price $89.12 · BTC $63941.5
vs BTC
-3.9% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-03 — Underweight — -3.7% — WIN Verify this settlement
Entry (T0)
2026-08-03 · AAVE price $91.82 · BTC $63435.7
Settled (T+8d)
2026-08-11 · AAVE price $89.12 · BTC $63941.5
vs BTC
-3.7% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-02 — Underweight — -2.9% — PUSH Verify this settlement
Entry (T0)
2026-08-02 · AAVE price $90.84 · BTC $62914.5
Settled (T+7d)
2026-08-09 · AAVE price $91.06 · BTC $64963.4
vs BTC
-2.9% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-08-01 — Underweight — -7.2% — WIN Verify this settlement
Entry (T0)
2026-08-01 · AAVE price $93.81 · BTC $62954.5
Settled (T+7d)
2026-08-08 · AAVE price $89.73 · BTC $64896.5
vs BTC
-7.2% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-07-31 — Underweight — -9.4% — WIN Verify this settlement
Entry (T0)
2026-07-31 · AAVE price $99.43 · BTC $63805
Settled (T+7d)
2026-08-07 · AAVE price $90.89 · BTC $64381
vs BTC
-9.4% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-07-30 — Underweight — -4.8% — WIN Verify this settlement
Entry (T0)
2026-07-30 · AAVE price $95.01 · BTC $64044.7
Settled (T+8d)
2026-08-07 · AAVE price $90.89 · BTC $64381
vs BTC
-4.8% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Neutral → Underweight
2026-07-29 — Neutral — -11.4% — flat ✗ Verify this settlement
Entry (T0)
2026-07-29 · AAVE price $101.61 · BTC $64051
Settled (T+7d)
2026-08-05 · AAVE price $90.01 · BTC $64023.8
vs BTC
-11.4% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-07-28 — Neutral — -5.6% — flat ✗ Verify this settlement
Entry (T0)
2026-07-28 · AAVE price $97.77 · BTC $63644.6
Settled (T+7d)
2026-08-04 · AAVE price $92.21 · BTC $63558.1
vs BTC
-5.6% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Overweight → Neutral
2026-07-27 — Overweight — -6.3% — LOSS Verify this settlement
Entry (T0)
2026-07-27 · AAVE price $100.78 · BTC $65216
Settled (T+7d)
2026-08-03 · AAVE price $91.82 · BTC $63435.7
vs BTC
-6.3% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Underweight → Overweight
2026-07-26 — Underweight — +1.0% — PUSH Verify this settlement
Entry (T0)
2026-07-26 · AAVE price $92.12 · BTC $64416
Settled (T+7d)
2026-08-02 · AAVE price $90.84 · BTC $62914.5
vs BTC
+1.0% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Neutral → Underweight
2026-07-25 — Neutral — +3.8% — flat ✗ Verify this settlement
Entry (T0)
2026-07-25 · AAVE price $92.08 · BTC $64141.3
Settled (T+7d)
2026-08-01 · AAVE price $93.81 · BTC $62954.5
vs BTC
+3.8% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-07-24 — Neutral — +4.5% — flat ✗ Verify this settlement
Entry (T0)
2026-07-24 · AAVE price $95.39 · BTC $64928
Settled (T+7d)
2026-07-31 · AAVE price $99.43 · BTC $64779.5
vs BTC
+4.5% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-07-23 — Neutral — -0.1% — flat ✓ Verify this settlement
Entry (T0)
2026-07-23 · AAVE price $98.3 · BTC $66209
Settled (T+7d)
2026-07-30 · AAVE price $95.01 · BTC $64044.7
vs BTC
-0.1% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-07-22 — Neutral — +8.5% — flat ✗ Verify this settlement
Entry (T0)
2026-07-22 · AAVE price $96.41 · BTC $65937.6
Settled (T+7d)
2026-07-29 · AAVE price $101.61 · BTC $64051
vs BTC
+8.5% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

2026-07-21 — Neutral — +11.0% — flat ✗ Verify this settlement
Entry (T0)
2026-07-21 · AAVE price $90.16 · BTC $65161.4
Settled (T+7d)
2026-07-28 · AAVE price $97.77 · BTC $63644.6
vs BTC
+11.0% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Underweight → Neutral
2026-07-20 — Underweight — +9.1% — LOSS Verify this settlement
Entry (T0)
2026-07-20 · AAVE price $90.33 · BTC $63745.4
Settled (T+7d)
2026-07-27 · AAVE price $100.78 · BTC $65216
vs BTC
+9.1% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Neutral → Underweight
2026-07-19 — Neutral — +2.4% — flat ✓ Verify this settlement
Entry (T0)
2026-07-19 · AAVE price $90.4 · BTC $64708.7
Settled (T+7d)
2026-07-26 · AAVE price $92.12 · BTC $64416
vs BTC
+2.4% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Underweight → Neutral
2026-07-17 — Underweight — +2.9% — PUSH Verify this settlement
Entry (T0)
2026-07-17 · AAVE price $90.98 · BTC $63739.1
Settled (T+7d)
2026-07-24 · AAVE price $95.39 · BTC $64928
vs BTC
+2.9% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Neutral → Underweight
2026-07-16 — Neutral — +0.5% — flat ✓ Verify this settlement
Entry (T0)
2026-07-16 · AAVE price $95.7 · BTC $64777.8
Settled (T+7d)
2026-07-23 · AAVE price $98.3 · BTC $66209
vs BTC
+0.5% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

stance change · Overweight → Neutral
2026-07-15 — Overweight — -4.8% — LOSS Verify this settlement
Entry (T0)
2026-07-15 · AAVE price $98 · BTC $65000.1
Settled (T+7d)
2026-07-22 · AAVE price $95.59 · BTC $66588
vs BTC
-4.8% · Rule settle_v1

Prices from the archived reports themselves — open either end to check.

graded settle_v1, 7d vs BTC — misses stay on the record · full receipts →

The evidence
Bull evidence
Bear evidence ✓ aligns with this verdict
Market state

coin_evidence_v1 · how these are read

Price
Price at verdict$90.33 -0.1% 24h
60d high102.14 -11.6%
60d low57.73 +56.5%
RSI(14)51.8
vs 200d SMA -15.2%
30d change +19.0%
Funding (net) +0.34 bp/8h
Fear & Greed29 · Fear
Long accounts51.0% long

snapshot at verdict time, computed from exchange data — facts, not opinions

Read this ruling three ways

Three risk framings of the same research — every number from today's archived data.

The Deliberation
LV
Bull Research (Leo Vance)
VS
MF
Bear Research (Mara Frost)
!
THE RISKS — is the uncertainty laid out?

Invalidation: A decisive break and hold above $102.10 with MACD histogram turning positive would invalidate the bearish ruling.

⚔ Key clashes
LV
Bull Research (Leo Vance)
MF
Bear Research (Mara Frost)
▶ Live Debate · full exchange(4)
LV
Bull Research (Leo Vance)
MF
Bear Research (Mara Frost)
TO
Positioning Desk (Theo Okafor)
DV
Macro Desk (Dmitri Volkov)
JA
Risk Committee · Final Ruling
Chief Adjudicator (Aldrich)
DirectionBearish
ConfidenceHigh
HorizonWeeks (swing)
Key support$88.59
Key resistance$102.10
InvalidationA decisive break and hold above $102.10 with MACD histogram turning positive would invalidate the bearish ruling.
Main risksAvalanche RWA lending adoption acceleratesFear-driven short squeezeBroader crypto liquidity rebounds
KOL Settlement Seat
Calls on record: 1 up · 0 down
CoinVerdict — 11W–4L–11P · 95% CI 48.0–89.1% · n=15 · early sample
CryptoMichNL — 0/2 hit on AAVE · 95% CI 0.0–65.8% · early sample Verify this settlement
2026-08-06 · AAVE >= 100 — MISS disagreed
same day, our verdict: Underweight → PUSH
2026-08-01 · AAVE >= 100 — MISS disagreed
same day, our verdict: Underweight → PUSH

2 of 2 settled KOL calls disagreed with our same-day verdict.

Same yardstick for everyone — Wilson 95% CI, settled facts only. KOL outcomes are transcribed from VeraMind's ledger, not re-graded. · Opinions are AI; settlements are facts. · data powered by VeraMind

Analyst notes
Technical Analyst (Kai Nakamura)

The chart is bearish: AAVE sits 1.2% below SMA20 and 15.2% below SMA200, while SMA50 trails SMA200 by 23.9%. RSI at 51.8 is neutral, but the expanding -1.056 MACD histogram and 7-day loss of 4.4% keep downside pressure active.

Sentiment Analyst (Sofia Reyes)

Fear & Greed is 29, yet long accounts still hold 51.0% with a 1.04 long/short ratio; the crowd is fearful but not capitulating. Taker buy/sell at 0.91 confirms sellers have the immediate edge.

Macro & News Analyst (Ed Walsh)

Aave’s Avalanche RWA expansion and Galaxy’s GOFR product are credible adoption headlines, while the 50x projection is promotional rather than a near-term catalyst. Broader pressure from bitcoin falling under $64,000 and the AI-driven selloff makes the macro tape hostile.

Fundamental Analyst (Priya Anand)

Aave is extending beyond Ethereum into Avalanche RWA lending and gaining visibility through institutional borrowing products. Those developments improve the long-run utility case, but the data pack offers no earnings, revenue, valuation, or token-supply figures to override the current technical weakness.

Provenance
Report fingerprint
165574d550570a64630f6b2d88bd07b5bc235c0156df6e7eff37f9327e6a1ca8
UTC date
2026-07-20
Chain head
bb295d7aae9e558a346e804945fde08e4613bfb70347c2a2bf2fe08f555e4fc6

Committed 2026-07-24T10:21:07+00:00 · 67 rulings that day · Check the chain

SHA-256 of this report as stored. It is the exact value committed to that day's chain — recompute it yourself and compare.

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