Messy Fund Update

Fund / Signal update · 4 July 2026

Weekly workflow proof for Guru micro test funds on Base (base01, base02, base04, base05, base06). Screening prepares evidence; the Chair decides; the system records the resolution; only then can execution mutate the book. Macro and narrative below are the postures those sessions used — not a live market refresh at publish time.

This week at a glance

Macro as of this week reads N (44.3/100). The score updates daily; each council session uses the latest macro read available at meeting time.
base01 held 6 council sessions this week — 6 signed and reconciled on Base.
SocialFi leads narrative momentum (+13.1% over 15 days) — thematic heat, not a buy signal on its own.
REAL showed up consistently across fund screens this week — a leading aggregate candidate, not an automatic trade.

What's new in the app

Fund pages in the app now include full council minutes — open any fund and tap Council to read what the portfolio committee debated, what the Chair decided, and whether trades were executed. How the AI investment council works →
We publish two live workflow test funds (base01 and base02) alongside the read-only Guru Lotus snapshots. Every change on those test funds goes through screening, council review, and signed execution — the same path future AI-managed funds will use.

Market regime — macro economics

44.3

N — Neutral

Effective Score: 44.3 (N — Neutral). News overlay neutral (0 QA pts). Context snapshot 2026-07-04.

Guru Lotus (read-only NAV)

messybased

$29.8k NAV

+1.4% 1d +15.2% 7d +3.3% 24d*

messyinfra

$29k NAV

+1.6% 1d +14.1% 7d +7.5% 24d*

Micro funds · week scan

base01

$80.8 NAV

+1.9% 1d +6.0% 7d +11.9% 24d*

6 sessions · 6 exec · 0 hold

base02

$48.23 NAV

+1.0% 1d +2.8% 7d +1.9% 24d*

no council this week

messybased — council & book

Top aggregate candidates — 7-day lookback , as of 4 July 2026

#1 SR Appeared in 4/7 source run(s) with avg rank 1.75 and best rank 1.

#2 CAP Appeared in 4/7 source run(s) with avg rank 2.00 and best rank 1.

#3 CX Appeared in 4/7 source run(s) with avg rank 2.25 and best rank 2.

#4 WAVE Appeared in 3/7 source run(s) with avg rank 2.33 and best rank 1.

#5 ACN Appeared in 2/7 source run(s) with avg rank 2.50 and best rank 2.

#6 GPU Appeared in 2/7 source run(s) with avg rank 4.50 and best rank 4.

#7 PROMPT Appeared in 2/7 source run(s) with avg rank 5.00 and best rank 4.

#8 BOT Appeared in 1/7 source run(s) with avg rank 1.00 and best rank 1.

messyinfra — council & book

⚖️

Closing session · target change · 6 June 2026

Council session completed.

Top aggregate candidates — 7-day lookback , as of 4 July 2026

#1 JESSE Appeared in 6/7 source run(s) with avg rank 5.17 and best rank 1.

#2 REAL Appeared in 5/7 source run(s) with avg rank 2.60 and best rank 2.

#3 SYN Appeared in 5/7 source run(s) with avg rank 6.40 and best rank 5.

#4 EDEL Appeared in 4/7 source run(s) with avg rank 4.00 and best rank 1.

#5 AURA Appeared in 4/7 source run(s) with avg rank 4.75 and best rank 3.

#6 CX Appeared in 4/7 source run(s) with avg rank 6.75 and best rank 5.

#7 HANDL Appeared in 3/7 source run(s) with avg rank 1.67 and best rank 1.

#8 SR Appeared in 3/7 source run(s) with avg rank 2.33 and best rank 1.

base01 — council & book

✅

Closing session · executed reconciled · 4 July 2026 · 5 legs

The rebalance executed and reconciled, trimming wave and cap while increasing edel, real, and jesse inside a newly ratified defensive posture of about 38% cash, 37% base, and 25% high beta (down from about 41/39/20); realized post-execution weights are not yet available to confirm the achieved posture against that target.

Week: 6 sessions · 6 executed · 0 hold · 0 blocked