Messy Fund Update

Archived snapshot

Fund / Signal update · 11 July 2026

Weekly workflow proof for Guru micro test funds on Base (base01, base02, base04, base05, base06). 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.

This week at a glance

  • Macro as of this week reads N (54.6/100). The score updates daily; each council session uses the latest macro read available at meeting time.
  • 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.
  • Privacy Coins leads narrative momentum (+13.8% over 15 days) — thematic heat, not a buy signal on its own.

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.

Market regime — macro economics

54.63
N — Neutral
Effective Score: 54.63 (N — Neutral). News overlay risk-on (4.23 QA pts) moved observed 50.4 → effective 54.63. Context snapshot 2026-07-11.

Guru Lotus (read-only NAV)

messybased
$28.5k NAV
-1.5% 1d -5.2% 7d -6.1% 30d
messyinfra
$28.5k NAV
-0.5% 1d -2.9% 7d -0.4% 30d

Micro funds · week scan

base01
$98.31 NAV
-1.3% 1d -1.3% 7d +9.1% 30d
6 sessions · 5 exec · 1 hold
base02
$47.82 NAV
-0.0% 1d -0.9% 7d +0.6% 30d
4 sessions · 4 exec · 0 hold
base04
$24.54 NAV
+0.2% 1d n/a 7d +0.2% 1d*
no council this week
base05
$24.54 NAV
+0.2% 1d n/a 7d +0.2% 1d*
no council this week

messybased — council & book

Top aggregate candidates — 7-day lookback , 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 — council & book

⚖️
Closing session · target change · 6 June 2026

Target change approved; rebalance handoff is ready for review.

Top aggregate candidates — 7-day lookback , 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.

base01 — council & book

✅
Closing session · executed reconciled · 11 July 2026 · 4 legs

The council's rebalance executed and reconciled, resizing four beta positions (reducing npc and ameta, holding fbomb and jesse) while the fund's cash/base/high-beta posture stayed unchanged at roughly 34%/40%/26%, with a realized post-execution breakdown not yet available.

Week: 6 sessions · 5 executed · 1 hold · 0 blocked

Top aggregate candidates — 7-day lookback , 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.

base02 — council & book

✅
Closing session · executed reconciled · 9 July 2026 · 4 legs

The rebalance executed and reconciled, mutating the fund's holdings, though one planned jitosol buy leg was skipped on a route-floor rejection and a small cash/base residual remains unpaired.

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

Top aggregate candidates — 7-day lookback , 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.

base04 — council & book

Top aggregate candidates — 7-day lookback , 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 — council & book

Top aggregate candidates — 7-day lookback , 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.

Aggregate signal

✅ 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.

What this teaches the future Fund Agent

1
Macro gates exposure. Use the session-frozen regime the council actually saw — not a later live refresh.
2
Daily screen ≠ automatic trade. Aggregate leaders inform the slate; they do not bypass Chair decision or execution gates.
3
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 base01 Council base02 Council base04 Council base05 Council Macros Narratives

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