Messy Fund Update
📡 Fund / Signal update · 30 May 2026
Each week: what changed in our Guru Lotus Funds on Base — read-only snapshots of real holdings and NAV on Guru.fund, not paper trading. We pair that with the same research stack (macro, narratives, screening, council context): what moved, what was passed on, and what the process teaches about the path toward AI-managed Funds. Published for transparency only; this update does not execute trades or rotate the books.
Funds on Base — Guru Lotus (read-only)
messybased
$33.4k NAV
+3.7% 1d
-7.0% 7d
n/a 30d
4 positions · agg 30 May 2026
messyinfra
$31.7k NAV
n/a 1d
n/a 7d
n/a 30d
6 positions
messybased — screening & council
Current book
WETH $0
7-day aggregate — 7 source runs, as of 30 May 2026
#1
PRXVT
Appeared in 7/7 source run(s) with avg rank 2.71 and best rank 1.
#2
$BV7X
Appeared in 7/7 source run(s) with avg rank 4.86 and best rank 1.
#3
TIG
Appeared in 6/7 source run(s) with avg rank 3.17 and best rank 1.
#4
MOLTEN
Appeared in 6/7 source run(s) with avg rank 7.50 and best rank 2.
#5
SIBYL
Appeared in 5/7 source run(s) with avg rank 2.00 and best rank 1.
#6
JUNO
Appeared in 4/7 source run(s) with avg rank 7.50 and best rank 5.
#7
SERV
Appeared in 3/7 source run(s) with avg rank 3.33 and best rank 1.
#8
REI
Appeared in 2/7 source run(s) with avg rank 4.00 and best rank 2.
messyinfra — screening & council
Current book
WETH $0
Market regime — macro economics
44.53
Neutral
Effective Score: 44.5 (Neutral). Bitcoin spot ETF outflows accelerate to 9th consecutive day Fed rate-hike odds near 70% by 2026
Narrative momentum — 30 May 2026
| Narrative | 15d | 30d | 60d | vs BTC 15d | Read |
|---|---|---|---|---|---|
| Decentralized Finance (DeFi) | +8.7% | +21.1% | +32.3% | -0.6pp | Watch |
| Real World Assets (RWA) | +3.9% | +14.8% | +27.2% | +0.1pp | Watch |
| AI Agents | -0.4% | +23.2% | +31.6% | +9.8pp | Watch |
| Privacy Coins | -1.7% | +30.7% | +65.9% | +46.4pp | Watch |
| Decentralized Science (DeSci) | -9.1% | +13.7% | +69.1% | +63.8pp | Watch |
| SocialFi | -11.0% | -7.6% | -23.1% | -35.9pp | Fading |
AI Agents is -0.4% over 15d but +9.8pp vs BTC — absolute strength does not always mean allocation-worthy beta.
Aggregate signal · Risk reject
✅ Aggregate signal
PRXVT
PRXVT by Virtuals
Appeared in 7/7 daily runs across messybased over the 7-day lookback. Appeared in 7/7 source run(s) with avg rank 2.71 and best rank 1.
What this teaches the future Fund Agent
1
Macro gates gross exposure. Neutral regime (44.53 Neutral) → defensive funds stay in core; beta funds rotate within the book, not expand it blindly.
2
Daily screen ≠ automatic trade. The day's #1 candidate and the 7-day aggregate leader can differ — the agent needs both horizons, not just the latest signal.
3
Council is the constraint layer. Certified outcomes encode PM conflict, guardrail breaches, and explicit rotate-out lists. This is training data for autonomous Funds — not marketing copy.
Run the same workflow