Messy Fund Update

Latest update

Fund / Signal update · 18 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 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.

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
$28.3k NAV
+0.5% 1d -1.0% 7d -0.9% 30d
0 positions · agg 17 July 2026
messyinfra
$28.2k NAV
+0.1% 1d -1.4% 7d +2.1% 30d
0 positions · agg 17 July 2026

Micro test funds on Guru (workflow-traded)

base01
$95.41 NAV
-0.9% 1d -3.0% 7d +4.9% 30d
0 positions · agg 18 July 2026 · council executed reconciled
base02
$48.04 NAV
+2.1% 1d +0.4% 7d +0.5% 30d
0 positions · agg 18 July 2026 · council executed reconciled
base04
$47.1 NAV
-2.5% 1d -4.4% 7d -4.2% 8d*
0 positions · agg 18 July 2026 · council executed reconciled
base05
$49.02 NAV
-3.0% 1d +2.6% 7d +2.9% 8d*
0 positions · agg 18 July 2026 · council executed reconciled

messybased — screening & council

WETH $0

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

WETH $0

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

Target change approved; rebalance handoff is ready for review.

base01 — screening & council

WETH $25

7-day aggregate — 7 source runs, 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.
⚖️
Council · executed reconciled · 18 July 2026

Rebalance executed and reconciled.

base02 — screening & council

WETH $12

7-day aggregate — 7 source runs, 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.
⚖️
Council · executed reconciled · 18 July 2026

Rebalance executed and reconciled.

base04 — screening & council

WETH $18

7-day aggregate — 7 source runs, 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.
⚖️
Council · executed reconciled · 18 July 2026

Rebalance executed and reconciled.

base05 — screening & council

WETH $14

7-day aggregate — 7 source runs, 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.
⚖️
Council · executed reconciled · 18 July 2026

Rebalance executed and reconciled.

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 — 18 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
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.
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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