Messy Fund Update

Archived snapshot

Fund / Signal update · 4 July 2026

Each week: what changed across our Guru funds on Base — Guru Lotus read-only NAV snapshots (messybased, messyinfra) plus micro test funds on Guru (base01, base02, and from 10 July also base04 and base05) that run the full screening → council → target-change workflow. Those micro funds are traded by the fund workflow; target changes execute manually or automatically only after council resolution. We pair that with macro, narratives, and screening context: what moved, what was passed on, and what the process teaches about AI-managed Funds. Published for transparency only; this update does not execute trades or rotate the books.

This week at a glance

  • base01 held 6 council sessions this week — 6 signed and reconciled on Base.
  • 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.

Guru Lotus (read-only NAV)

messybased
$29.8k NAV
+1.4% 1d +15.2% 7d -1.5% 25d*
0 positions · agg 4 July 2026
messyinfra
$29k NAV
+1.6% 1d +14.1% 7d +4.3% 25d*
0 positions · agg 4 July 2026

Micro test funds on Guru (workflow-traded)

base01
$80.8 NAV
+1.9% 1d +6.0% 7d +11.0% 25d*
0 positions · agg 4 July 2026 · council executed reconciled
base02
$48.23 NAV
+1.0% 1d +2.8% 7d +1.2% 25d*
0 positions · agg 4 July 2026

messybased — screening & council

WETH $0

7-day aggregate — 7 source runs, 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 — screening & council

WETH $0

7-day aggregate — 7 source runs, 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.
🔄
Council · target change · 6 June 2026

Target change approved; rebalance handoff is ready for review.

base01 — screening & council

WETH $32

7-day aggregate — 7 source runs, 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.
⚖️
Council · executed reconciled · 4 July 2026

Rebalance executed and reconciled.

base02 — screening & council

WETH $9

7-day aggregate — 7 source runs, as of 4 July 2026

#1 REAL Appeared in 6/7 source run(s) with avg rank 2.00 and best rank 1.
#2 G Appeared in 6/7 source run(s) with avg rank 4.00 and best rank 2.
#3 SYN Appeared in 5/7 source run(s) with avg rank 3.00 and best rank 2.
#4 VNXAU Appeared in 5/7 source run(s) with avg rank 5.80 and best rank 4.
#5 HANDL Appeared in 4/7 source run(s) with avg rank 2.00 and best rank 1.
#6 CX Appeared in 4/7 source run(s) with avg rank 2.75 and best rank 2.
#7 AURA Appeared in 4/7 source run(s) with avg rank 4.00 and best rank 2.
#8 DOG Appeared in 3/7 source run(s) with avg rank 4.67 and best rank 4.

Market regime — macro economics

Not available for this archived week. The public API does not expose historical macro snapshots — see the live fund update for current regime context.

Narrative momentum — 4 July 2026

Not available for this archived week. The public API does not expose historical narrative momentum snapshots — see the live fund update for current narrative rankings.

Aggregate signal · Risk reject

✅ Aggregate signal
REAL
Defactor
Appeared in 6/7 daily runs across messyinfra and base01 and base02 over the 7-day lookback. Appeared in 5/7 source run(s) with avg rank 2.60 and best rank 2.
3-fund aggregate

What this teaches the future Fund Agent

1
Macro gates gross exposure. Regime context unavailable for this archived week → 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. No trade runs until the committee records its decision — including disagreements, guardrails, and what was actually executed. That record is public on each fund page.

Run the same workflow

All Funds messybased messyinfra base01 base02 Macro Economics Narrative Momentum Performance Signals Social Signals Security Signals

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