Messy Fund Update

Archived snapshot

Fund / Signal update · 18 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 R+ (61.4/100). The score updates daily; each council session uses the latest macro read available at meeting time.
  • base01 held 5 council sessions this week — 5 signed and reconciled on Base.
  • base02 held 7 council sessions this week — 7 signed and reconciled on Base.
  • base04 held 5 council sessions this week — 5 signed and reconciled on Base.
  • base05 held 4 council sessions this week — 4 signed and reconciled on Base.
  • TIBBIR showed up consistently across fund screens this week — a leading aggregate candidate, not an automatic trade.
  • SocialFi leads narrative momentum (+23.0% 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

61.36
R+ — Risk On
Effective Score: 61.36 (R+ — Risk On). News overlay risk-on (6.94 QA pts) moved observed 54.4 → effective 61.36. Context snapshot 2026-07-18.

Guru Lotus (read-only NAV)

messybased
$28.3k NAV
+0.5% 1d -1.0% 7d -0.9% 30d
messyinfra
$28.2k NAV
+0.1% 1d -1.4% 7d +2.1% 30d

Micro funds · week scan

base01
$95.41 NAV
-0.9% 1d -3.0% 7d +4.9% 30d
5 sessions · 5 exec · 0 hold
base02
$48.04 NAV
+2.1% 1d +0.4% 7d +0.5% 30d
7 sessions · 7 exec · 0 hold
base04
$47.1 NAV
-2.5% 1d -4.4% 7d -4.2% 8d*
5 sessions · 5 exec · 0 hold
base05
$49.02 NAV
-3.0% 1d +2.6% 7d +2.9% 8d*
4 sessions · 4 exec · 0 hold

messybased — council & book

Top aggregate candidates — 7-day lookback , as of 17 July 2026

#1 TIBBIR Appeared in 7/7 source run(s) with avg rank 1.86, best rank 1, recency score 35.04.
#2 BRO Appeared in 7/7 source run(s) with avg rank 5.71, best rank 4, recency score 20.08.
#3 WOON Appeared in 6/7 source run(s) with avg rank 7.50, best rank 6, recency score 11.65.
#4 TIG Appeared in 5/7 source run(s) with avg rank 3.20, best rank 1, recency score 22.15.
#5 SAIRI Appeared in 5/7 source run(s) with avg rank 5.00, best rank 2, recency score 11.91.
#6 MOLT Appeared in 4/7 source run(s) with avg rank 4.25, best rank 3, recency score 9.80.
#7 $BV7X Appeared in 4/7 source run(s) with avg rank 9.75, best rank 9, recency score 1.86.
#8 SWARM Appeared in 3/7 source run(s) with avg rank 3.67, best rank 3, recency score 17.39.

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 17 July 2026

#1 TIBBIR Appeared in 7/7 source run(s) with avg rank 4.00, best rank 2, recency score 26.44.
#2 FBOMB Appeared in 6/7 source run(s) with avg rank 2.17, best rank 1, recency score 25.41.
#3 WALLET Appeared in 6/7 source run(s) with avg rank 5.50, best rank 3, recency score 20.28.
#4 HANDL Appeared in 4/7 source run(s) with avg rank 2.25, best rank 1, recency score 23.87.
#5 ALTT Appeared in 4/7 source run(s) with avg rank 4.00, best rank 1, recency score 9.36.
#6 PEAS Appeared in 4/7 source run(s) with avg rank 4.50, best rank 2, recency score 17.26.
#7 BALD Appeared in 4/7 source run(s) with avg rank 6.25, best rank 1, recency score 11.01.
#8 USOL Appeared in 4/7 source run(s) with avg rank 7.25, best rank 6, recency score 5.50.

base01 — council & book

✅
Closing session · executed reconciled · 18 July 2026 · 10 legs

The council's rebalance executed and reconciled, moving nine sleeve positions and exiting one required position.

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

Top aggregate candidates — 7-day lookback , as of 18 July 2026

#1 WALLET Appeared in 7/7 source run(s) with avg rank 5.43, best rank 3, recency score 22.10.
#2 TIBBIR Appeared in 6/7 source run(s) with avg rank 3.67, best rank 2, recency score 19.99.
#3 FBOMB Appeared in 5/7 source run(s) with avg rank 2.20, best rank 1, recency score 18.38.
#4 PEAS Appeared in 5/7 source run(s) with avg rank 4.20, best rank 2, recency score 21.70.
#5 BALD Appeared in 5/7 source run(s) with avg rank 6.60, best rank 1, recency score 11.74.
#6 HANDL Appeared in 4/7 source run(s) with avg rank 2.25, best rank 1, recency score 18.94.
#7 RSC Appeared in 4/7 source run(s) with avg rank 5.50, best rank 2, recency score 15.43.
#8 JESSE Appeared in 3/7 source run(s) with avg rank 3.67, best rank 1, recency score 18.57.

base02 — council & book

✅
Closing session · executed reconciled · 18 July 2026 · 4 legs

The council's rebalance executed and reconciled, resizing the fund's sleeve to increase handl and peas, hold wallet, and trim fbomb.

Week: 7 sessions · 7 executed · 0 hold · 0 blocked

Top aggregate candidates — 7-day lookback , as of 18 July 2026

#1 WALLET Appeared in 7/7 source run(s) with avg rank 4.00, best rank 3, recency score 27.77.
#2 ALTT Appeared in 7/7 source run(s) with avg rank 4.14, best rank 1, recency score 22.15.
#3 PEAS Appeared in 7/7 source run(s) with avg rank 4.57, best rank 2, recency score 27.06.
#4 HANDL Appeared in 6/7 source run(s) with avg rank 2.83, best rank 1, recency score 30.00.
#5 FBOMB Appeared in 5/7 source run(s) with avg rank 2.00, best rank 2, recency score 18.83.
#6 USOL Appeared in 5/7 source run(s) with avg rank 6.20, best rank 3, recency score 8.78.
#7 DRV Appeared in 4/7 source run(s) with avg rank 5.00, best rank 4, recency score 16.88.
#8 KAT Appeared in 4/7 source run(s) with avg rank 8.75, best rank 7, recency score 4.42.

base04 — council & book

✅
Closing session · executed reconciled · 18 July 2026 · 3 legs

The rebalance executed and reconciled, increasing tibbir and reducing both miggles and jesse within the high-beta sleeve.

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

Top aggregate candidates — 7-day lookback , as of 18 July 2026

#1 TIBBIR Appeared in 7/7 source run(s) with avg rank 2.86, best rank 1, recency score 28.63.
#2 BALD Appeared in 6/7 source run(s) with avg rank 5.17, best rank 2, recency score 17.94.
#3 SUPERGEMMA Appeared in 6/7 source run(s) with avg rank 5.17, best rank 1, recency score 19.51.
#4 JESSE Appeared in 5/7 source run(s) with avg rank 2.60, best rank 1, recency score 28.94.
#5 REKT Appeared in 5/7 source run(s) with avg rank 4.40, best rank 3, recency score 13.87.
#6 ANDY Appeared in 5/7 source run(s) with avg rank 9.20, best rank 7, recency score 4.48.
#7 NPC Appeared in 4/7 source run(s) with avg rank 5.25, best rank 3, recency score 8.33.
#8 HIGHER Appeared in 4/7 source run(s) with avg rank 5.75, best rank 2, recency score 7.17.

base05 — council & book

✅
Closing session · executed reconciled · 18 July 2026 · 5 legs

The rebalance executed and reconciled, with five transactions trimming three softer beta names and adding to the strongest one.

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

Top aggregate candidates — 7-day lookback , as of 18 July 2026

#1 BRO Appeared in 7/7 source run(s) with avg rank 5.29, best rank 2, recency score 22.20.
#2 SUPERGEMMA Appeared in 6/7 source run(s) with avg rank 3.50, best rank 1, recency score 26.73.
#3 WXM Appeared in 6/7 source run(s) with avg rank 6.67, best rank 4, recency score 13.00.
#4 WOON Appeared in 5/7 source run(s) with avg rank 5.20, best rank 3, recency score 15.07.
#5 DICKBUTT Appeared in 5/7 source run(s) with avg rank 6.40, best rank 2, recency score 17.06.
#6 SWARM Appeared in 4/7 source run(s) with avg rank 2.75, best rank 1, recency score 22.86.
#7 HIGHER Appeared in 4/7 source run(s) with avg rank 4.00, best rank 1, recency score 9.50.
#8 OK Appeared in 4/7 source run(s) with avg rank 4.50, best rank 2, recency score 8.66.

Aggregate signal

✅ Aggregate signal
TIBBIR
Ribbita by Virtuals
Appeared in 7/7 daily runs across messybased and messyinfra and base01 and base04 over the 7-day lookback. Appeared in 7/7 source run(s) with avg rank 1.86, best rank 1, recency score 35.04.

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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