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COMP / The Verdict

generated 2026-07-22 09:15 UTC
$17.34
-0.63% · 24h
price as of 2026-07-22 09:15 UTC
Price source
📜 Archived verdict of 2026-07-22 — latest verdict → COMP
The Verdict
Hold

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

COMP at $17.34: a MACD spark fights a 12.7% discount to the 200-day average

⚖ Verdict rendered 2026-07-22 09:15 UTC

Technicalsignal strength Mixed 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 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
2W–1L–19P · 10 neutral · since 2026-07-15
95% CI 20.8–93.9% · n=3 · early sample
2026-09-05 — Neutral · Settling — verdict due 2026-09-12
2026-09-01 — Neutral · Settling — verdict due 2026-09-08
stance change · Underweight → Neutral
2026-08-31 — Underweight · Settling — verdict due 2026-09-07
2026-08-30 — Underweight · Settling — verdict due 2026-09-06
2026-08-29 — Underweight — +5.0% — LOSS Verify this settlement
Entry (T0)
2026-08-29 · COMP price $18.26 · BTC $77872.5
Settled (T+7d)
2026-09-05 · COMP price $19.61 · BTC $79665.6
vs BTC
+5.0% · Rule settle_v1

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

stance change · Neutral → Underweight
2026-08-28 — Neutral — +0.5% — flat ✓ Verify this settlement
Entry (T0)
2026-08-28 · COMP price $19.63 · BTC $80168.1
Settled (T+8d)
2026-09-05 · COMP price $19.61 · BTC $79665.6
vs BTC
+0.5% · Rule settle_v1

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

2026-08-27 — Neutral — -0.5% — flat ✓ Verify this settlement
Entry (T0)
2026-08-27 · COMP price $19.52 · BTC $78922
Settled (T+9d)
2026-09-05 · COMP price $19.61 · BTC $79665.6
vs BTC
-0.5% · Rule settle_v1

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

stance change · Overweight → Neutral
2026-08-26 — Overweight — — — VOID
stance change · Neutral → Overweight
2026-08-25 — Neutral — -2.5% — flat ✓ Verify this settlement
Entry (T0)
2026-08-25 · COMP price $19.68 · BTC $78968.6
Settled (T+7d)
2026-09-01 · COMP price $19.12 · BTC $78717.1
vs BTC
-2.5% · Rule settle_v1

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

2026-08-24 — Neutral — -10.2% — flat ✗ Verify this settlement
Entry (T0)
2026-08-24 · COMP price $20.36 · BTC $77645.6
Settled (T+7d)
2026-08-31 · COMP price $18.25 · BTC $77473.2
vs BTC
-10.2% · Rule settle_v1

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

2026-08-23 — Neutral — -9.5% — flat ✗ Verify this settlement
Entry (T0)
2026-08-23 · COMP price $19.82 · BTC $77094.1
Settled (T+7d)
2026-08-30 · COMP price $18.19 · BTC $78171.7
vs BTC
-9.5% · Rule settle_v1

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

stance change · Underweight → Neutral
2026-08-22 — Underweight — — — VOID
stance change · Overweight → Underweight
2026-08-19 — Overweight — — — VOID
stance change · Underweight → Overweight
2026-08-16 — Underweight — -0.2% — PUSH Verify this settlement
Entry (T0)
2026-08-16 · COMP price $16.24 · BTC $63070.5
Settled (T+7d)
2026-08-23 · COMP price $19.82 · BTC $77094.1
vs BTC
-0.2% · Rule settle_v1

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

2026-08-15 — Underweight — — — VOID
2026-08-14 — Underweight — — — VOID
2026-08-13 — Underweight — — — VOID
2026-08-12 — Underweight — — — VOID
2026-08-11 — Underweight — — — VOID
2026-08-10 — Underweight — — — VOID
2026-08-09 — Underweight — +0.5% — PUSH Verify this settlement
Entry (T0)
2026-08-09 · COMP price $16.64 · BTC $64963.4
Settled (T+7d)
2026-08-16 · COMP price $16.24 · BTC $63070.5
vs BTC
+0.5% · Rule settle_v1

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

2026-08-08 — Underweight — -0.8% — PUSH Verify this settlement
Entry (T0)
2026-08-08 · COMP price $16.74 · BTC $64896.5
Settled (T+7d)
2026-08-15 · COMP price $16.13 · BTC $63021.6
vs BTC
-0.8% · Rule settle_v1

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

2026-08-07 — Underweight — +0.6% — PUSH Verify this settlement
Entry (T0)
2026-08-07 · COMP price $16.31 · BTC $64381
Settled (T+7d)
2026-08-14 · COMP price $16.19 · BTC $63504.5
vs BTC
+0.6% · Rule settle_v1

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

2026-08-06 — Underweight — -0.5% — PUSH Verify this settlement
Entry (T0)
2026-08-06 · COMP price $16.36 · BTC $64604.5
Settled (T+7d)
2026-08-13 · COMP price $16.02 · BTC $63588.5
vs BTC
-0.5% · Rule settle_v1

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

2026-08-05 — Underweight — -0.0% — PUSH Verify this settlement
Entry (T0)
2026-08-05 · COMP price $16.43 · BTC $64023.8
Settled (T+7d)
2026-08-12 · COMP price $16.3 · BTC $63546
vs BTC
-0.0% · Rule settle_v1

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

2026-08-04 — Underweight — -0.4% — PUSH Verify this settlement
Entry (T0)
2026-08-04 · COMP price $16.47 · BTC $63558.1
Settled (T+7d)
2026-08-11 · COMP price $16.5 · BTC $63941.5
vs BTC
-0.4% · Rule settle_v1

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

2026-08-03 — Underweight — -1.4% — PUSH Verify this settlement
Entry (T0)
2026-08-03 · COMP price $16.43 · BTC $63435.7
Settled (T+7d)
2026-08-10 · COMP price $16.62 · BTC $65054
vs BTC
-1.4% · Rule settle_v1

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

2026-08-02 — Underweight — -2.3% — PUSH Verify this settlement
Entry (T0)
2026-08-02 · COMP price $16.5 · BTC $62914.5
Settled (T+7d)
2026-08-09 · COMP price $16.64 · BTC $64963.4
vs BTC
-2.3% · Rule settle_v1

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

2026-08-01 — Underweight — -2.1% — PUSH Verify this settlement
Entry (T0)
2026-08-01 · COMP price $16.58 · BTC $62954.5
Settled (T+7d)
2026-08-08 · COMP price $16.74 · BTC $64896.5
vs BTC
-2.1% · Rule settle_v1

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

2026-07-31 — Underweight — -2.7% — PUSH Verify this settlement
Entry (T0)
2026-07-31 · COMP price $16.61 · BTC $63805
Settled (T+7d)
2026-08-07 · COMP price $16.31 · BTC $64381
vs BTC
-2.7% · Rule settle_v1

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

2026-07-30 — Underweight — -2.7% — PUSH Verify this settlement
Entry (T0)
2026-07-30 · COMP price $16.66 · BTC $64044.7
Settled (T+7d)
2026-08-06 · COMP price $16.36 · BTC $64604.5
vs BTC
-2.7% · Rule settle_v1

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

2026-07-29 — Underweight — +0.1% — PUSH Verify this settlement
Entry (T0)
2026-07-29 · COMP price $16.42 · BTC $64051
Settled (T+7d)
2026-08-05 · COMP price $16.43 · BTC $64023.8
vs BTC
+0.1% · Rule settle_v1

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

2026-07-28 — Underweight — -0.6% — PUSH Verify this settlement
Entry (T0)
2026-07-28 · COMP price $16.59 · BTC $63644.6
Settled (T+7d)
2026-08-04 · COMP price $16.47 · BTC $63558.1
vs BTC
-0.6% · Rule settle_v1

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

2026-07-27 — Underweight — -3.5% — WIN Verify this settlement
Entry (T0)
2026-07-27 · COMP price $17.5 · BTC $65216
Settled (T+7d)
2026-08-03 · COMP price $16.43 · BTC $63435.7
vs BTC
-3.5% · Rule settle_v1

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

stance change · Neutral → Underweight
2026-07-26 — Neutral — -2.6% — flat ✓ Verify this settlement
Entry (T0)
2026-07-26 · COMP price $17.34 · BTC $64416
Settled (T+7d)
2026-08-02 · COMP price $16.5 · BTC $62914.5
vs BTC
-2.6% · Rule settle_v1

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

2026-07-25 — Neutral — -2.0% — flat ✓ Verify this settlement
Entry (T0)
2026-07-25 · COMP price $17.23 · BTC $64141.3
Settled (T+7d)
2026-08-01 · COMP price $16.58 · BTC $62954.5
vs BTC
-2.0% · Rule settle_v1

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

stance change · Underweight → Neutral
2026-07-24 — Underweight — -4.4% — WIN Verify this settlement
Entry (T0)
2026-07-24 · COMP price $17.42 · BTC $64928
Settled (T+7d)
2026-07-31 · COMP price $16.61 · BTC $64779.5
vs BTC
-4.4% · Rule settle_v1

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

2026-07-23 — Underweight — -1.1% — PUSH Verify this settlement
Entry (T0)
2026-07-23 · COMP price $17.42 · BTC $66209
Settled (T+7d)
2026-07-30 · COMP price $16.66 · BTC $64044.7
vs BTC
-1.1% · Rule settle_v1

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

stance change · Neutral → Underweight
2026-07-22 — Neutral — -2.5% — flat ✓ Verify this settlement
Entry (T0)
2026-07-22 · COMP price $17.34 · BTC $65937.6
Settled (T+7d)
2026-07-29 · COMP price $16.42 · BTC $64051
vs BTC
-2.5% · Rule settle_v1

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

stance change · Underweight → Neutral
2026-07-21 — Underweight — +0.6% — PUSH Verify this settlement
Entry (T0)
2026-07-21 · COMP price $16.88 · BTC $65161.4
Settled (T+7d)
2026-07-28 · COMP price $16.59 · BTC $63644.6
vs BTC
+0.6% · Rule settle_v1

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

2026-07-20 — Underweight — +2.0% — PUSH Verify this settlement
Entry (T0)
2026-07-20 · COMP price $16.77 · BTC $63745.4
Settled (T+7d)
2026-07-27 · COMP price $17.5 · BTC $65216
vs BTC
+2.0% · Rule settle_v1

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

stance change · Neutral → Underweight
2026-07-19 — Neutral — +1.0% — flat ✓ Verify this settlement
Entry (T0)
2026-07-19 · COMP price $17.25 · BTC $64708.7
Settled (T+7d)
2026-07-26 · COMP price $17.34 · BTC $64416
vs BTC
+1.0% · Rule settle_v1

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

stance change · Underweight → Neutral
2026-07-17 — Underweight — -0.4% — PUSH Verify this settlement
Entry (T0)
2026-07-17 · COMP price $17.17 · BTC $63739.1
Settled (T+7d)
2026-07-24 · COMP price $17.42 · BTC $64928
vs BTC
-0.4% · Rule settle_v1

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

2026-07-16 — Underweight — +0.5% — PUSH Verify this settlement
Entry (T0)
2026-07-16 · COMP price $16.96 · BTC $64777.8
Settled (T+7d)
2026-07-23 · COMP price $17.42 · BTC $66209
vs BTC
+0.5% · Rule settle_v1

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

stance change · Neutral → Underweight
2026-07-15 — Neutral — +0.9% — flat ✓ Verify this settlement
Entry (T0)
2026-07-15 · COMP price $16.92 · BTC $65000.1
Settled (T+7d)
2026-07-22 · COMP price $17.49 · BTC $66588
vs BTC
+0.9% · 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
Market state

coin_evidence_v1 · how these are read

Price
Price at verdict$17.34 -0.6% 24h
60d high20.41 -15.0%
60d low14.78 +17.3%
RSI(14)53.5
vs 200d SMA -12.7%
30d change -1.3%
Funding (net) +0.91 bp/8h
Fear & Greed33 · Fear
Long accounts58.6% 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 sustained move above $20.41, with RSI rising above 60, overturns the bearish swing ruling.

⚔ Key clashes
LV
Bull Research (Leo Vance)
MF
Bear Research (Mara Frost)
▶ Live Debate · full exchange(5)
LV
Bull Research (Leo Vance)
MF
Bear Research (Mara Frost)
TO
Positioning Desk (Theo Okafor)
LV
Bull Research (Leo Vance)
DV
Macro Desk (Dmitri Volkov)
JA
Risk Committee · Final Ruling
Chief Adjudicator (Aldrich)
DirectionBearish
ConfidenceMedium
HorizonWeeks (swing)
Key support$14.78
Key resistance$20.41
InvalidationA sustained move above $20.41, with RSI rising above 60, overturns the bearish swing ruling.
Main risksShort-term MACD expansionCrowded long liquidationBitcoin and exploit-driven risk aversion
KOL Settlement Seat
Calls on record: 0 up · 0 down

Opinions are AI; settlements are facts. · data powered by VeraMind

Analyst notes
Technical Analyst (Kai Nakamura)

Kai Nakamura: COMP sits 1.8% above SMA20 and 1.9% above SMA50, while still 12.7% below SMA200. RSI 53.5 and an expanding MACD histogram of +0.08447 support short-term lift, but the SMA50–SMA200 spread at -14.4% keeps the larger trend bearish.

Sentiment Analyst (Sofia Reyes)

Sofia Reyes: Fear & Greed is 33, yet long accounts hold 58.6% with a 1.41 long/short ratio. Taker buy/sell at 0.96 shows buyers are not pressing hard enough to validate that bullish positioning; sentiment direction is bearish despite the fearful backdrop.

Macro & News Analyst (Ed Walsh)

Ed Walsh: The headlines frame Compound through vulnerabilities, including reports on apathy attacks and the broader question of what happened to its lending empire. The market backdrop is hardly friendly either, with Bitcoin below $66,000 and a separate stablecoin exploit reinforcing risk aversion.

Fundamental Analyst (Priya Anand)

Priya Anand: The pack provides no token-supply, revenue, TVL, governance, or valuation figures, so I cannot make a fundamental case for a multi-month rerating. The available narrative is dominated by questions about Compound’s lending relevance and security exposure.

Provenance
Report fingerprint
a3dbc7cc8c7d74eca403254254edb4d1d06d82b6cc7259b4f1c053cd220e743a
UTC date
2026-07-22
Chain head
d60befb007b8b2c9bb2f3e860a595495bb4427a42c1d8f8851947ca5b9c4caf9

Committed 2026-07-24T10:21:07+00:00 · 98 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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