Coinbase (COIN) — What Changed

Material changes in the AI committee's view · 19 events tracked · Detected nightly

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2026-08-01 MAJOR
▼ Agreement Shift

COIN's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-08-01 MINOR
▼ Score Change

COIN's Committee score moved from 45.30 to 45.16 (-0.14, 1 day(s) apart).

45.30 → 45.16 (-0.1)

2026-08-01 MATERIAL
— Conviction Change

COIN's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MAJOR
▲ Agreement Shift

COIN's Committee agreement moved from 33.30% to 66.70% (+33.40pp, 1 day(s) apart).

33.30 → 66.70 (+33.4)

2026-07-31 MINOR
▼ Score Change

COIN's Committee score moved from 48.72 to 45.30 (-3.42, 1 day(s) apart).

48.72 → 45.30 (-3.4)

2026-07-31 MATERIAL
— Conviction Change

COIN's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Agreement Shift

COIN's Committee agreement moved from 42.90% to 33.30% (-9.60pp, 1 day(s) apart).

42.90 → 33.30 (-9.6)

2026-07-30 MINOR
▲ Score Change

COIN's Committee score moved from 47.16 to 48.72 (+1.56, 1 day(s) apart).

47.16 → 48.72 (+1.6)

2026-07-28 MINOR
▼ Score Change

COIN's Committee score moved from 49.52 to 47.16 (-2.36, 1 day(s) apart).

49.52 → 47.16 (-2.4)

2026-07-24 MINOR
▲ Score Change

COIN's Committee score moved from 47.16 to 47.48 (+0.32, 1 day(s) apart).

47.16 → 47.48 (+0.3)

2026-07-19 MINOR
▲ Score Change

COIN's Committee score moved from 46.87 to 47.49 (+0.62, 1 day(s) apart).

46.87 → 47.49 (+0.6)

2026-07-18 MINOR
▼ Score Change

COIN's Committee score moved from 48.61 to 46.87 (-1.74, 1 day(s) apart).

48.61 → 46.87 (-1.7)

2026-07-17 MINOR
▲ Score Change

COIN's Committee score moved from 47.99 to 48.61 (+0.62, 1 day(s) apart).

47.99 → 48.61 (+0.6)

2026-07-16 MINOR
▼ Score Change

COIN's Committee score moved from 48.61 to 47.99 (-0.62, 1 day(s) apart).

48.61 → 47.99 (-0.6)

2026-07-15 MINOR
▲ Score Change

COIN's Committee score moved from 48.30 to 48.61 (+0.31, 1 day(s) apart).

48.30 → 48.61 (+0.3)

2026-07-14 MINOR
▼ Score Change

COIN's Committee score moved from 51.78 to 48.30 (-3.48, 1 day(s) apart).

51.78 → 48.30 (-3.5)

2026-07-10 MATERIAL
▼ Agreement Shift

COIN's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 3 day(s) apart).

60.00 → 50.00 (-10.0)

2026-07-10 MINOR
▲ Score Change

COIN's Committee score moved from 53.81 to 57.71 (+3.90, 3 day(s) apart).

53.81 → 57.71 (+3.9)

2026-07-10 MATERIAL
— Conviction Change

COIN's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →