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 — screening & council
Current book
MESSY 74.4%
ETHY 13.6%
FACY 7.8%
WIRE 4.1%
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
MESSY 61.8%
VIRTUAL 10.6%
AERO 10.2%
BNKR 6.9%
AVNT 5.5%
KTA 5.0%
WETH $0
Market regime — macro economics
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.
7/7 days
aggregate
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