📡 Fund / Signal update · 23 May 2026
Each week: what changed in pre-live testing of Funds on Base, which research inputs drove decisions, what was passed on, and what the process teaches about the path toward AI-managed Funds. Paper trading only — human-reviewed, no automatic rotations based on council decisions, not live autonomous capital.
Funds — live in the app
messybased — screening & council
Current book
MESSY 60.3%
ETHY 18.9%
WIRE 5.4%
FACY 5.4%
WETH $3,666 ($-202 PnL)
7-day aggregate — 7 source runs, as of 23 May 2026
#1
DARKSOL
Appeared in 6/7 source run(s) with avg rank 5.33 and best rank 3.
#2
JUNO
Appeared in 6/7 source run(s) with avg rank 6.17 and best rank 2.
#3
LUM
Appeared in 5/7 source run(s) with avg rank 2.60 and best rank 1.
#4
$BV7X
Appeared in 5/7 source run(s) with avg rank 3.80 and best rank 1.
#5
SIBYL
Appeared in 5/7 source run(s) with avg rank 3.80 and best rank 1.
#6
MOEW
Appeared in 5/7 source run(s) with avg rank 6.00 and best rank 4.
#7
PRXVT
Appeared in 5/7 source run(s) with avg rank 6.00 and best rank 1.
#8
ROBOTMONEY
Appeared in 4/7 source run(s) with avg rank 2.50 and best rank 1.
🔄
Council certified · target change · 22 May 2026
No hard policy blocks are present. The main risk issue is degraded macro context, which argues against any top-down beta increase, while fresh screening aggregate coverage supports an internal rotation within the existing sleeve. The current sleeve is highly concentrated in legacy high-beta exposures, with several stale or zero-quantity names, so the safer admissible action is targeted rotation/rebalance rather than maintaining the status quo or deploying new risk.
Base Sub 3M — screening & council
WETH $10,154 ($-701 PnL)
7-day aggregate — 7 source runs, as of 23 May 2026
#1
$BV7X
Appeared in 6/7 source run(s) with avg rank 2.17 and best rank 1.
#2
LUM
Appeared in 6/7 source run(s) with avg rank 3.50 and best rank 1.
#3
LITCOIN
Appeared in 5/7 source run(s) with avg rank 5.80 and best rank 2.
#4
ROBOTMONEY
Appeared in 4/7 source run(s) with avg rank 3.75 and best rank 2.
#5
SIBYL
Appeared in 4/7 source run(s) with avg rank 4.50 and best rank 3.
#6
DARKSOL
Appeared in 4/7 source run(s) with avg rank 5.00 and best rank 4.
#7
BOTCOIN
Appeared in 3/7 source run(s) with avg rank 4.00 and best rank 1.
#8
DELU
Appeared in 3/7 source run(s) with avg rank 5.00 and best rank 1.
🔄
Council certified · target change · 22 May 2026
No hard policy blocks are present, but admissibility is constrained by degraded macro and holdings coverage. The only explicit warning is against increasing top-down beta while macros_context is degraded. Screening and aggregate inputs are fresh and support selective rotation/rebalance ideas, but the current book state is partially degraded, so execution should be treated as review-required rather than fully automatic.
Pre-Alpha Council Play — screening & council
Current book
BETTER 16.1%
SIBYL 14.6%
SHEKEL 14.5%
CAP 14.4%
BENI 9.4% ⚠️
1000X 9.1% ⚠️
DICKBUTT 8.5% ⚠️
ANDY 7.7% ⚠️
CRED 4.6% ⚠️
SEAM 1.1% ⚠️
7-day aggregate — 7 source runs, as of 23 May 2026
#1
DARKSOL
Appeared in 6/7 source run(s) with avg rank 5.67 and best rank 4.
#2
JUNO
Appeared in 6/7 source run(s) with avg rank 6.33 and best rank 2.
#3
LUM
Appeared in 5/7 source run(s) with avg rank 2.80 and best rank 1.
#4
SIBYL
Appeared in 5/7 source run(s) with avg rank 4.00 and best rank 1.
#5
MOEW
Appeared in 5/7 source run(s) with avg rank 6.20 and best rank 4.
#6
PRXVT
Appeared in 5/7 source run(s) with avg rank 6.60 and best rank 2.
#7
$BV7X
Appeared in 4/7 source run(s) with avg rank 2.50 and best rank 1.
#8
ROBOTMONEY
Appeared in 4/7 source run(s) with avg rank 2.50 and best rank 1.
🔒
Council certified · maintain current · 22 May 2026
No hard policy blocks are present. The main admissibility issue is coverage quality: holdings valuation is degraded with missing marks/cost basis visibility on the book, and macros context is degraded. That argues against introducing new risk or increasing beta. Candidate rotation is available and screening is fresh, but under the current policy snapshot the safest council action is to maintain current exposure unless the chair specifically requests a risk-reducing rotation.
Market regime — macro economics
Effective Score: 47.4 (N). This implies a neutral-to-cautious posture with elevated stablecoin reserves and selective risk-taking, as qualitative macro headwinds offset an otherwise supportive liquidity backdrop. The base regime is genuinely risk-on: global liquidity is expanding (+4.6% YoY), the Treasury General Account has declined sharply (releasing cash into markets), and the S&P 500 has rallied +13.6% over 60 days.
Narrative momentum — 23 May 2026
| Narrative |
15d |
30d |
60d |
vs BTC 15d |
Read |
| Decentralized Science (DeSci) |
+7.7% |
+40.6% |
+71.8% |
+46.9pp |
Watch |
| Real World Assets (RWA) |
+3.8% |
+6.2% |
+19.6% |
+2.6pp |
Watch |
| Decentralized Finance (DeFi) |
+3.4% |
+8.5% |
+15.4% |
-1.1pp |
Watch |
| AI Agents |
+2.6% |
+21.7% |
+20.8% |
+5.1pp |
Watch |
| Privacy Coins |
-1.0% |
+37.5% |
+59.2% |
+48.1pp |
Watch |
| SocialFi |
-12.3% |
-28.8% |
-26.8% |
-29.3pp |
Fading |
AI Agents is +2.6% over 15d but +5.1pp vs BTC — absolute strength does not always mean allocation-worthy beta.
Aggregate signal · Risk reject
✅ Aggregate signal
DARKSOL
Darksol
Appeared in 6/7 daily runs across messybased and Base Sub 3M and Pre-Alpha Council Play over the 7-day lookback. Appeared in 6/7 source run(s) with avg rank 5.33 and best rank 3.
3-fund
aggregate
What this teaches the future Fund Agent
1
Macro gates gross exposure. Neutral regime (47.4 N) → 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
Data auto-fetched at build time