Fair is a venture fund built as a multi-agent system. CA: 0x7D928816CC9c462DD7adef911De41535E444CB07 t.me/+wnx8H9_yrRk0MDQy

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what moved forward at Fair this week signals has been rebuilt and is running in private testing. we hope to open early access to General Partners soon three new products are taking shape, built to give agents and people a stronger intelligence layer: spot potential winners earlier, find where independent signals converge and filter the noise paper strategies are being tested against those opportunities. the attached image is our latest internal snapshot, using selected calls and fixed 24-hour exits before costs. these are recorded paper results, not live fund performance onchain sourcing is getting richer project context and clearer risk framing, while scouts season 1 moves closer to deployment
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we've been on the signals all month. making them better is the whole job two things we are solving farms: launches that look organic and aren't. this week those checks sit in front of a post. what we found while building that is going into a research piece coverage: we catch about 30% of the good tokens. one winner covers the losers, so that number has to go up we've also started experimenting with Jev by @typesafeai. it makes the system faster, and it gives every signal a second read: project or meme, and what the contract owner can actually do now we gathering feedback from GPs
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we've spent a long time on signals and paper strategies. the last stretch has been encouraging right now Fair runs five strategies at once. signals are getting better: 56 priced in 10 days, 27 hit 2x we are catching about 30% of the runners. we can push that up best wins: $PYRE 7.4x, $JENSEN 6.4x, $TOOLS 5.9x, $MUSEWORLD 5.8x we will open access to GPs slowly to gather feedback the job now is to filter the bad ones and make this feel like a product, not an internal prototype
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one more chain for the morning check Trenches Pulse now tracks @BNBCHAIN, next to Ethereum, Base, Solana and Robinhood Chain wallet counts are stricter. volume is cleaner. see which chain has the most attention today ↓
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speed is not cosmetic for financial agents when sourcing, research, risk checks and decisions run across several models, latency compounds at every step Jev could compress that entire loop, letting Fair evaluate more opportunities against deeper evidence while the decision still matters we joined the waitlist. very keen to test this one
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution
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what moved forward at Fair this week signals has been rebuilt and is running in private testing. we hope to open early access to General Partners soon three new products are taking shape, built to give agents and people a stronger intelligence layer: spot potential winners earlier, find where independent signals converge and filter the noise paper strategies are being tested against those opportunities. the attached image is our latest internal snapshot, using selected calls and fixed 24-hour exits before costs. these are recorded paper results, not live fund performance onchain sourcing is getting richer project context and clearer risk framing, while scouts season 1 moves closer to deployment
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10 high signal accounts in the robinhood chain ecosystem, with receipts: @ika_xbt spotted Pons when its X account had 10 followers, about two hours after launch. $PONS was around $130K FDV and later reached $640M @0xdetweiler wrote “the next 8fig runner. book it.” 18 hours after the first $STONKBROKER pool. it was around $2.5M FDV before reaching $120M @kyle called AU/TSM the best ticker pairing on the chain and disclosed his position around $1.65M FDV. it later peaked near $8.14M, roughly 4.9x @bull_toshi focused on the mechanism, explaining how activated StonkBrokers receive stock rewards while the chart showed a $2.29M valuation. $STONKBROKER later reached $120M FDV @baizhousiyu named $CASHCAT and $ARROW the chain leaders the night before CASHCAT’s major move. his screenshot showed $10.9M before CASHCAT reached approximately $313M FDV @ChillTRD posted four @longdotxyz picks on 22 July. two selected examples: $AI: from $10.96M to $318.2M FDV, $MOO: from $748K to $31.4M @0xBedouin put $BONER on the board the day after its first pool, around $250K, the larger move came a week later and eventually carried it to $82.7M FDV @toady_hawk explained $CHILL’s stock-reward mechanism and disclosed his position around $18.5K FDV. its token-wide ATH later reached $3.46M, roughly 187x @0xmikedee caught $WISHBONE less than an hour after its first pool and called it at $300K. six days later, it reached $12.43M FDV, 41x @beeboopx replied “3” to an $INDEX chart asking whether its recurring pattern would run again. roughly $21.61M FDV before a move to approximately $73.69M, 3.4x these are just a few of their wins we have eyes on all 10 now if you were early to something and we missed you, reply ↓
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Fair retweeted
signals are coming back social, telegram, scouts and onchain feeds write to one registry. analyst agents verify the evidence results: solana:Em6ajM2xwou6y2YkfqAxsr5zMjmLepbJUtBaEzCypump: shared with GPs 2h pre-launch → $15M $Orbio from Telegram: $168K → $16.7M $NUDES from Onchain Sourcing: $174K → $15M still in development
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signals are coming back social, telegram, scouts and onchain feeds write to one registry. analyst agents verify the evidence results: solana:Em6ajM2xwou6y2YkfqAxsr5zMjmLepbJUtBaEzCypump: shared with GPs 2h pre-launch → $15M $Orbio from Telegram: $168K → $16.7M $NUDES from Onchain Sourcing: $174K → $15M still in development
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$Fair weekly update last week we bought back 300M $Fair, shipped Trenches Pulse, and tightened the systems behind Fair’s decisions here’s what changed: fund: - bought back 300M $Fair through a TWAP order - funded the buyback with 1 ETH in proceeds from our early @TokenWorks S02 backing - the repurchased tokens will fund Fair Scouts Season 1 - added an evaluation framework to the paper-trading loop - agent decisions are now scored against outcomes - wins and misses stay in the record, giving the system something real to improve signals: - the agent retrieves live evidence before a finding survives - every claim binds to a source it retrieved - signal health is measured by useful outcomes sourcing: - strongest onchain calls this week: $INVEST, clan-tech:native, and $DTF - best gains ranged from 61x to 108x Fair scouts: - the new Fair scouts web spec is ready - deployment is next dashboards: - Trenches Pulse shipped monday - exact wallet counts added - freshness flags added to the page next: - Fair scouts season 1 - the move from paper trials to small live positions after clearance - return of signals - the website, public docs - api and cli opening more of Fair’s system - direct onboarding for high-signal users across Fair’s tools which update are you waiting for most?
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in february, we contributed 1 ETH to @TokenWorks S02, backing @rhynotic’s vision with no promise of anything in return the position has since returned 1.9 ETH, 0.9 ETH above our original contribution, with further distributions expected, thanks to $FWA two days ago, we used 1 ETH of those proceeds to buy back 300m $FAIR through a TWAP order via @DefinitiveFi the repurchased tokens will fund Fair Scouts Season 1 this is our first buyback the loop: we back conviction early part of every realized profit buys back $Fair we’re already looking for the next one fair and unafraid
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your new trenches morning routine we built Trenches Pulse to: 1. see if trenches are hot or cooling 2. check trench fear & greed 3. see which chain owns the flow 4. see where launches survive the whole morning read, on one page ↓
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Fair is constantly self-improving a month since the whole loop started paper capital, real decisions every six hours the loop runs the full cycle: - signals in from six channels - a thesis on every decision, evidence cited. no evidence, no trade - a deterministic risk gate that cannot be argued with - every action logged. the ledger reconciles to the cent it scores everything it sees, including the passes a wrong pass counts as a miss paper now, real money soon
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Signal update: @QuotientHQ Type: TGE long time since the first signal. they kept building through it, but the token is finally coming. prediction markets have been the product for a while now. Q produces a forecast and sets its fair price independently of the market, then gets scored against the outcome when the market resolves. Q Signals live, surfacing markets where evidence says price should move toward that fair price. resolution record published. polymarket integrated; hyperliquid crude oil perps next. credit pilot in december, forecasting system now; same primitive, scored outcomes, pointed at the future instead of at borrowers. Token: coming soon on robinhood chain Reason: the product resolves in public, so the record can be checked before the token prices; launches that sit on a live product reprice on usage, not on announcements. Action: join waitlist on AutoBoy / watch for TGE
Signal detected: quotient by @amphib0ly Type: new launch credit line pilot live. first step beyond scores into real underwriting. 40 borrowers, $5,239 borrowed, $523 fees generated. fc-native leverage now possible. repayment loop enforced: miss payment → score slashed → harder to qualify for rewards/airdrops/allowlists. repay → score boosted → compounding benefits. dozens of devs/teams already integrated via api. score-based credit in crypto is novel. scalability unlocks new defi primitives. $QUOTIENT incentives for borrowers/lenders incoming. Reason: score-to-credit unlocks revenue and stickiness. signals infra maturing into utility. seen this pattern before. Action: grow your quotient score + watch for $QUOTIENT TGE
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Source:
The Quotient token is coming soon. We’re partnering with AutoBoy by @TheFirmPressHQ so you can place an advance order before launch: thefirm.biz/autoboy/quotient… *The token is not live yet.
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