Messy Fund Update

Archived snapshot

Fund / Signal update · 11 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 — 5 executed rotations on Base and 1 hold review.
  • base02 held 4 council sessions this week — 4 signed and reconciled on Base.
  • JESSE 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 four Guru micro test funds (base01, base02, base04, base05) alongside the read-only Guru Lotus snapshots. base04 and base05 joined on 10 July with distinct token universes. 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
$28.5k NAV
-1.5% 1d -5.2% 7d -6.1% 30d
0 positions · agg 11 July 2026
messyinfra
$28.5k NAV
-0.5% 1d -2.9% 7d -0.4% 30d
0 positions · agg 11 July 2026

Micro test funds on Guru (workflow-traded)

base01
$98.31 NAV
-1.3% 1d -1.3% 7d +9.1% 30d
0 positions · agg 11 July 2026 · council executed reconciled
base02
$47.82 NAV
-0.0% 1d -0.9% 7d +0.6% 30d
0 positions · agg 11 July 2026 · council executed reconciled
base04
$24.54 NAV
+0.2% 1d n/a 7d +0.2% 1d*
0 positions · agg 11 July 2026
base05
$24.54 NAV
+0.2% 1d n/a 7d +0.2% 1d*
0 positions · agg 11 July 2026

messybased — screening & council

WETH $0

7-day aggregate — 7 source runs, as of 11 July 2026

#1 CLAWD Appeared in 6/7 source run(s) with avg rank 4.83, best rank 3, recency score 17.81.
#2 CX Appeared in 5/7 source run(s) with avg rank 3.80, best rank 2, recency score 18.49.
#3 REPLY Appeared in 5/7 source run(s) with avg rank 6.60, best rank 5, recency score 8.03.
#4 1000X Appeared in 4/7 source run(s) with avg rank 3.50, best rank 2, recency score 11.66.
#5 SAIRI Appeared in 4/7 source run(s) with avg rank 4.75, best rank 4, recency score 17.47.
#6 DIEM Appeared in 4/7 source run(s) with avg rank 8.25, best rank 6, recency score 6.16.
#7 TIBBIR Appeared in 3/7 source run(s) with avg rank 4.67, best rank 1, recency score 16.57.
#8 OVR Appeared in 3/7 source run(s) with avg rank 5.00, best rank 1, recency score 5.35.

messyinfra — screening & council

WETH $0

7-day aggregate — 7 source runs, as of 11 July 2026

#1 AMETA Appeared in 7/7 source run(s) with avg rank 2.14, best rank 1, recency score 35.10.
#2 JESSE Appeared in 7/7 source run(s) with avg rank 2.57, best rank 2, recency score 31.68.
#3 NPC Appeared in 6/7 source run(s) with avg rank 5.83, best rank 4, recency score 16.47.
#4 FBOMB Appeared in 4/7 source run(s) with avg rank 2.75, best rank 2, recency score 24.68.
#5 DUAL Appeared in 4/7 source run(s) with avg rank 7.75, best rank 6, recency score 4.81.
#6 USOL Appeared in 3/7 source run(s) with avg rank 5.67, best rank 5, recency score 8.27.
#7 1000X Appeared in 3/7 source run(s) with avg rank 6.33, best rank 5, recency score 4.35.
#8 JITOSOL Appeared in 3/7 source run(s) with avg rank 6.33, best rank 5, recency score 10.65.
🔄
Council · target change · 6 June 2026

Target change approved; rebalance handoff is ready for review.

base01 — screening & council

WETH $39

7-day aggregate — 7 source runs, as of 11 July 2026

#1 AMETA Appeared in 7/7 source run(s) with avg rank 2.14, best rank 1, recency score 35.10.
#2 JESSE Appeared in 7/7 source run(s) with avg rank 2.57, best rank 2, recency score 31.68.
#3 NPC Appeared in 6/7 source run(s) with avg rank 5.83, best rank 4, recency score 16.47.
#4 FBOMB Appeared in 4/7 source run(s) with avg rank 2.75, best rank 2, recency score 24.68.
#5 DUAL Appeared in 4/7 source run(s) with avg rank 7.75, best rank 6, recency score 4.81.
#6 USOL Appeared in 3/7 source run(s) with avg rank 5.67, best rank 5, recency score 8.27.
#7 1000X Appeared in 3/7 source run(s) with avg rank 6.33, best rank 5, recency score 4.35.
#8 JITOSOL Appeared in 3/7 source run(s) with avg rank 6.33, best rank 5, recency score 10.65.
⚖️
Council · executed reconciled · 11 July 2026

Rebalance executed and reconciled.

base02 — screening & council

WETH $20

7-day aggregate — 6 source runs, as of 11 July 2026

#1 FBOMB Appeared in 5/6 source run(s) with avg rank 1.80, best rank 1, recency score 31.01.
#2 ALTT Appeared in 5/6 source run(s) with avg rank 2.80, best rank 1, recency score 27.67.
#3 JITOSOL Appeared in 5/6 source run(s) with avg rank 4.00, best rank 1, recency score 21.84.
#4 USOL Appeared in 5/6 source run(s) with avg rank 5.60, best rank 3, recency score 17.61.
#5 YFI Appeared in 4/6 source run(s) with avg rank 5.25, best rank 3, recency score 16.25.
#6 CX Appeared in 4/6 source run(s) with avg rank 6.00, best rank 3, recency score 11.84.
#7 PEAS Appeared in 3/6 source run(s) with avg rank 5.00, best rank 2, recency score 13.55.
#8 ETHFI Appeared in 2/6 source run(s) with avg rank 3.50, best rank 1, recency score 4.48.
⚖️
Council · executed reconciled · 9 July 2026

Rebalance executed and reconciled.

base04 — screening & council

7-day aggregate — 1 source runs, as of 11 July 2026

#1 JESSE Appeared in 1/1 source run(s) with avg rank 1.00, best rank 1, recency score 10.00.
#2 HIGHER Appeared in 1/1 source run(s) with avg rank 2.00, best rank 2, recency score 9.00.
#3 TIBBIR Appeared in 1/1 source run(s) with avg rank 3.00, best rank 3, recency score 8.00.
#4 MOLT Appeared in 1/1 source run(s) with avg rank 4.00, best rank 4, recency score 7.00.
#5 BALD Appeared in 1/1 source run(s) with avg rank 5.00, best rank 5, recency score 6.00.
#6 NPC Appeared in 1/1 source run(s) with avg rank 6.00, best rank 6, recency score 5.00.
#7 REKT Appeared in 1/1 source run(s) with avg rank 7.00, best rank 7, recency score 4.00.
#8 SUPERGEMMA Appeared in 1/1 source run(s) with avg rank 8.00, best rank 8, recency score 3.00.

base05 — screening & council

7-day aggregate — 1 source runs, as of 11 July 2026

#1 OK Appeared in 1/1 source run(s) with avg rank 1.00, best rank 1, recency score 10.00.
#2 HIGHER Appeared in 1/1 source run(s) with avg rank 2.00, best rank 2, recency score 9.00.
#3 BRO Appeared in 1/1 source run(s) with avg rank 3.00, best rank 3, recency score 8.00.
#4 PR Appeared in 1/1 source run(s) with avg rank 4.00, best rank 4, recency score 7.00.
#5 SUPERGEMMA Appeared in 1/1 source run(s) with avg rank 5.00, best rank 5, recency score 6.00.
#6 WXM Appeared in 1/1 source run(s) with avg rank 6.00, best rank 6, recency score 5.00.
#7 PIGGY Appeared in 1/1 source run(s) with avg rank 7.00, best rank 7, recency score 4.00.
#8 CHAD Appeared in 1/1 source run(s) with avg rank 8.00, best rank 8, recency score 3.00.

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 — 11 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
JESSE
jesse
Appeared in 7/7 daily runs across messyinfra and base01 and base04 over the 7-day lookback. Appeared in 7/7 source run(s) with avg rank 2.57, best rank 2, recency score 31.68.
7/7 days 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 base04 base05 Macro Economics Narrative Momentum Performance Signals Social Signals Security Signals

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