Coinbase (COIN) — What Changed

Material changes in the AI committee's view · 47 events tracked · Detected nightly

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2026-08-25 MATERIAL
▼ Agreement Shift

COIN's Committee agreement moved from 50.00% to 40.00% (-10.00pp, 1 day(s) apart).

50.00 → 40.00 (-10.0)

2026-08-25 MINOR
▲ Score Change

COIN's Committee score moved from 43.91 to 47.53 (+3.62, 1 day(s) apart).

43.91 → 47.53 (+3.6)

2026-08-22 MATERIAL
▼ Agreement Shift

COIN's Committee agreement moved from 50.00% to 40.00% (-10.00pp, 1 day(s) apart).

50.00 → 40.00 (-10.0)

2026-08-22 MINOR
▲ Score Change

COIN's Committee score moved from 45.33 to 49.23 (+3.90, 1 day(s) apart).

45.33 → 49.23 (+3.9)

2026-08-21 MINOR
▲ Score Change

COIN's Committee score moved from 43.50 to 44.51 (+1.01, 1 day(s) apart).

43.50 → 44.51 (+1.0)

2026-08-19 MINOR
▼ Score Change

COIN's Committee score moved from 46.48 to 43.50 (-2.98, 1 day(s) apart).

46.48 → 43.50 (-3.0)

2026-08-17 MATERIAL
▼ Agreement Shift

COIN's Committee agreement moved from 50.00% to 40.00% (-10.00pp, 1 day(s) apart).

50.00 → 40.00 (-10.0)

2026-08-17 MINOR
▲ Score Change

COIN's Committee score moved from 46.48 to 50.61 (+4.13, 1 day(s) apart).

46.48 → 50.61 (+4.1)

2026-08-14 MINOR
▲ Score Change

COIN's Committee score moved from 45.07 to 46.48 (+1.41, 1 day(s) apart).

45.07 → 46.48 (+1.4)

2026-08-13 MINOR
▲ Score Change

COIN's Committee score moved from 42.90 to 45.07 (+2.17, 1 day(s) apart).

42.90 → 45.07 (+2.2)

2026-08-12 MINOR
▼ Score Change

COIN's Committee score moved from 45.35 to 42.90 (-2.45, 1 day(s) apart).

45.35 → 42.90 (-2.5)

2026-08-11 MATERIAL
▲ Agreement Shift

COIN's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-11 MINOR
▼ Score Change

COIN's Committee score moved from 47.75 to 45.35 (-2.40, 1 day(s) apart).

47.75 → 45.35 (-2.4)

2026-08-10 MATERIAL
▲ Agreement Shift

COIN's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-10 MINOR
▼ Score Change

COIN's Committee score moved from 47.75 to 44.10 (-3.65, 1 day(s) apart).

47.75 → 44.10 (-3.6)

2026-08-09 MATERIAL
▲ Agreement Shift

COIN's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-09 MINOR
▼ Score Change

COIN's Committee score moved from 47.75 to 44.10 (-3.65, 1 day(s) apart).

47.75 → 44.10 (-3.6)

2026-08-08 MATERIAL
▲ Agreement Shift

COIN's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-08 MINOR
▼ Score Change

COIN's Committee score moved from 47.75 to 44.10 (-3.65, 1 day(s) apart).

47.75 → 44.10 (-3.6)

2026-08-07 MATERIAL
▲ Agreement Shift

COIN's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-07 MINOR
▼ Score Change

COIN's Committee score moved from 47.75 to 44.10 (-3.65, 1 day(s) apart).

47.75 → 44.10 (-3.6)

2026-08-06 MATERIAL
▲ Agreement Shift

COIN's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-06 MATERIAL
▼ Score Change

COIN's Committee score moved from 49.49 to 44.10 (-5.39, 1 day(s) apart).

49.49 → 44.10 (-5.4)

2026-08-05 MATERIAL
▲ Agreement Shift

COIN's Committee agreement moved from 40.00% to 50.00% (+10.00pp, 1 day(s) apart).

40.00 → 50.00 (+10.0)

2026-08-05 MINOR
▼ Score Change

COIN's Committee score moved from 48.19 to 45.54 (-2.65, 1 day(s) apart).

48.19 → 45.54 (-2.6)

2026-08-04 MAJOR
▼ Score Change

COIN's Committee score moved from 53.64 to 44.46 (-9.18, 1 day(s) apart).

53.64 → 44.46 (-9.2)

2026-08-03 MINOR
▲ Score Change

COIN's Committee score moved from 46.78 to 48.08 (+1.30, 1 day(s) apart).

46.78 → 48.08 (+1.3)

2026-08-02 MATERIAL
— Model Version Conflict

COIN's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

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 →