Messy Fund Update

Fund / Signal update · 8 October 2026 · vnext-2026-07-24

Auto-generated at build time from api.messyvirgo.com and authenticated council prep (session-frozen macro/narrative when available).

Weekly workflow proof for Messy-managed micro test funds on Base and Robinhood Chain: Guru Lotus books base04, base05, and base06, plus Lagoon books lg-base00, lg-base01, lg-base02, and safe-lg-rh01. 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.

Custody / provider

This week's public micro books use Guru Lotus and Lagoon custody adapters. base04, base05, and base06 sit on Guru Lotus vaults on Base. Messy's engine runs research, council decisioning, and trade construction; capital on those books sits in Guru's vault contracts. On the Guru books, the trading key can trade but cannot withdraw, a limit enforced by the vault contracts, not our software. lg-base00, lg-base01, and lg-base02 sit on Lagoon vaults on Base. safe-lg-rh01 sits on a Lagoon vault on Robinhood Chain. Provider-side contract failure is venue risk on either adapter. Keys live in Turnkey; our backend never holds key material.

For the blast-radius map (engine vs custody vs token), see Custody Broke. The Engine Didn’t..

This week at a glance

29 council sessions across 7 micro funds — 18 executed, 3 blocked.
safe-lg-rh01 NAV $43.53 (-12.9% 7d, 4 exec / 0 hold).
lg-base00 NAV $52.67 (-7.9% 7d, 4 exec / 0 hold).
3 sessions blocked or pending review — see fund Council tabs for gates.
OMI led aggregate screens this week — a candidate signal, not an automatic trade.

Market regime — macro economics

52.41

N — Neutral

Effective Score: 52.4 (N — Neutral). U.S. government transfers 9,261 BTC to Coinbase Prime Crypto long liquidations surge to $550M as Bitcoin dips below $84K

Micro funds · week scan

Fund	NAV	7d	Sessions	Exec
base04	$42.68	-2.7%	4	3	Council
base05	$40.77	-3.5%	4	1	Council
base06	$33.32	-5.8%	4	1	Council
lg-base00	$52.67	-7.9%	4	4	Council
lg-base01	$50.8	-6.5%	5	2	Council
lg-base02	$46.95	-4.0%	4	3	Council
safe-lg-rh01	$43.53	-12.9%	4	4	Council

base04

$42.68 NAV

-2.1% 1d -2.7% 7d -9.2% 30d

4 sessions · 3 exec · 0 hold

base05

$40.77 NAV

-1.7% 1d -3.5% 7d -11.0% 30d

4 sessions · 1 exec · 0 hold

base06

$33.32 NAV

-3.1% 1d -5.8% 7d +6.1% 30d

4 sessions · 1 exec · 0 hold

lg-base00

$52.67 NAV

-4.9% 1d -7.9% 7d -12.0% 30d

4 sessions · 4 exec · 0 hold

lg-base01

$50.8 NAV

-2.1% 1d -6.5% 7d -5.2% 30d

5 sessions · 2 exec · 0 hold

lg-base02

$46.95 NAV

-2.3% 1d -4.0% 7d -13.3% 30d

4 sessions · 3 exec · 0 hold

safe-lg-rh01

$43.53 NAV

+1.6% 1d -12.9% 7d -13.0% 9d*

4 sessions · 4 exec · 0 hold

base04 — council & book

✅

Closing session · executed reconciled · 8 October 2026

The rebalance executed and reconciled: about $1.56 of USDC cash was reduced and about $1.55 of neiro was increased, with the council ratifying a target posture of about 19% base, 35% cash, and 46% high beta (realized post-execution weights not yet available).

Week: 4 sessions · 3 executed · 0 hold · 0 blocked

Open Council minutes →

Current book

Cash 44.9% · Base 18.5% · High-beta 36.6%

CASH (USDC) 44.9% BASE (WETH) 18.5% NEIRO 19.4% BOB 17.1%

Top aggregate candidates — 7-day lookback , as of 8 October 2026

#1 BASEDHYPE Appeared in 7/7 source run(s) with avg rank 1.71, best rank 1, recency score 35.72.

#2 BOB Appeared in 7/7 source run(s) with avg rank 3.71, best rank 2, recency score 26.53.

#3 MDOGAI Appeared in 7/7 source run(s) with avg rank 4.71, best rank 4, recency score 24.36.

base05 — council & book

⚠️

Closing session · blocked · 8 October 2026

No trades executed: the prepared rebalance package was blocked at execution review because route safety could not be verified, so the fund was not changed and the package must be re-reviewed before any trades follow.

Week: 4 sessions · 1 executed · 0 hold · 2 blocked

Open Council minutes →

Current book

Cash 13% · Base 17.5% · High-beta 69.5%

CASH (USDC) 13.0% BASE (WETH) 17.5% ANI 10.2% TITN 9.0% ROO 8.6% GLUTEU 8.4% JACK 8.4% GLORIA 8.3% QCV 8.3% PEEZY 8.2%

Top aggregate candidates — 7-day lookback , as of 8 October 2026

#1 ANI Appeared in 7/7 source run(s) with avg rank 2.29, best rank 1, recency score 32.99.

#2 GLUTEU Appeared in 7/7 source run(s) with avg rank 5.86, best rank 4, recency score 20.06.

#3 NOGS Appeared in 7/7 source run(s) with avg rank 6.86, best rank 5, recency score 16.17.

base06 — council & book

⚖️

Closing session · unknown · 8 October 2026

No trades executed: the rebalance package failed route-safety simulation at execution review and the session resolved with the fund unchanged, pending a route-safety review and re-issuance.

Week: 4 sessions · 1 executed · 0 hold · 0 blocked

Open Council minutes →

Current book

Cash 15.1% · Base 18.1% · High-beta 66.8%

CASH (USDC) 15.1% BASE (WETH) 18.1% VVV 9.6% OMI 9.6% LINK 9.6% ZRO 9.5% AERO 9.5% W 9.5% FLUID 9.4%

Top aggregate candidates — 7-day lookback , as of 8 October 2026

#1 OMI Appeared in 7/7 source run(s) with avg rank 2.43, best rank 1, recency score 32.01.

#2 ZRO Appeared in 7/7 source run(s) with avg rank 3.29, best rank 1, recency score 30.57.

#3 RED Appeared in 5/7 source run(s) with avg rank 5.20, best rank 3, recency score 11.92.

lg-base00 — council & book

✅

Closing session · executed reconciled · 8 October 2026

The rebalance executed and reconciled: the council ratified a posture of about 18.4% base, 14.6% cash, and 67% high beta, funded by exiting BNKR, B3, and ANYONE with small top-ups to AERO, COMP, and AUKI; realized post-execution weights are not yet available.

Week: 4 sessions · 4 executed · 0 hold · 0 blocked

Open Council minutes →

Current book

Cash 15% · Base 18.4% · High-beta 66.6%

CASH (USDC) 15.0% BASE (WETH) 18.4% VVV 18.8% AERO 10.9% COMP 9.4% AUKI 9.3% NPC 9.3% CAKE 8.8%

Top aggregate candidates — 7-day lookback , as of 8 October 2026

#1 DOLZ Appeared in 7/7 source run(s) with avg rank 2.00, best rank 2, recency score 34.97.

#2 ALEPH Appeared in 7/7 source run(s) with avg rank 6.00, best rank 4, recency score 17.72.

#3 REM Appeared in 6/7 source run(s) with avg rank 5.33, best rank 4, recency score 19.60.

lg-base01 — council & book

✅

Closing session · executed reconciled · 8 October 2026

The rebalance executed and reconciled: nine pro-rata trims of the beta book settled into the base reserve and one FBOMB sell leg was skipped after failing pre-trade simulation.

Week: 5 sessions · 2 executed · 0 hold · 1 blocked

Open Council minutes →

Current book

Cash 12.6% · Base 12.1% · High-beta 75.4%

CASH (USDC) 12.6% BASE (WETH) 12.1% FBOMB 21.6% NPC 7.2% TIG 7.0% EIGEN 6.8% PEAQ 6.8% OMI 6.7% COW 6.6% VVV 6.4% BNKR 6.3%

Top aggregate candidates — 7-day lookback , as of 8 October 2026

#1 IXS Appeared in 7/7 source run(s) with avg rank 5.57, best rank 3, recency score 20.94.

#2 OMI Appeared in 6/7 source run(s) with avg rank 3.50, best rank 1, recency score 19.17.

#3 COW Appeared in 5/7 source run(s) with avg rank 5.20, best rank 4, recency score 12.26.

lg-base02 — council & book

✅

Closing session · executed reconciled · 8 October 2026

The rebalance executed and reconciled: the council ratified a posture of about 18.3% base, 14.7% cash, and 67% high beta — raising cash from 11.8% and trimming high beta from 69.9% via a staged BNKR reduction while holding COW, OMI, IXS, and TIG — and the manager approved the package, which was submitted and reconciled.

Week: 4 sessions · 3 executed · 0 hold · 0 blocked

Open Council minutes →

Current book

Cash 14.8% · Base 18.3% · High-beta 66.9%

CASH (USDC) 14.8% BASE (WETH) 18.3% IXS 18.9% COW 15.3% TIG 15.2% OMI 14.2% BNKR 3.3%

Top aggregate candidates — 7-day lookback , as of 8 October 2026

#1 IXS Appeared in 7/7 source run(s) with avg rank 5.57, best rank 3, recency score 20.94.

#2 OMI Appeared in 6/7 source run(s) with avg rank 3.50, best rank 1, recency score 19.17.

#3 COW Appeared in 5/7 source run(s) with avg rank 5.20, best rank 4, recency score 12.26.

safe-lg-rh01 — council & book

✅

Closing session · executed reconciled · 8 October 2026

The rebalance executed and reconciled: the fund was mutated with two settled transactions (a ~$0.36 reduction of usdg and a ~$0.36 increase of weth).

Week: 4 sessions · 4 executed · 0 hold · 0 blocked

Open Council minutes →

Current book

Cash 21.8% · Base 17.9% · High-beta 60.3%

CASH (USDG) 21.8% BASE (WETH) 17.9% BUN 22.9% 富贵 20.7% LOCK 16.7%

Top aggregate candidates — 7-day lookback , as of 8 October 2026

#1 富贵 Appeared in 4/6 source run(s) with avg rank 1.00, best rank 1, recency score 29.24.

#2 LOCK Appeared in 6/6 source run(s) with avg rank 4.17, best rank 1, recency score 23.06.

#3 KINDRA Appeared in 6/6 source run(s) with avg rank 5.17, best rank 3, recency score 21.46.

Aggregate signal

✅ Aggregate signal

OMI

ECOMI

Appeared in 7/7 daily runs across base06 and lg-base01 and lg-base02 over the 7-day lookback. Appeared in 7/7 source run(s) with avg rank 2.43, best rank 1, recency score 32.01.

What this teaches the future Fund Agent

Macro gates exposure. Use the session-frozen regime the council actually saw — not a later live refresh.

Daily screen ≠ automatic trade. Aggregate leaders inform the slate; they do not bypass Chair decision or execution gates.

Chair decides, system records. Seats analyze and propose; the Chair adjudicates; minutes and execution receipts stay public on each fund’s Council tab.

Inspect the same workflow

All Funds base04 Council base05 Council base06 Council lg-base00 Council lg-base01 Council lg-base02 Council safe-lg-rh01 Council Macros Narratives

Data auto-fetched at build time

What this teaches the future Fund Agent

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