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
$FAIR weekly update
fair's core loop started paper trading
Fund:
- paper trading is live: a fresh cycle every six hours, unattended, one agent weighs what sourcing found against a written strategy and returns a verdict with a thesis
- paper first, real money soon
Scouts:
- lifetime reputation shipped: a score that never resets, so the agent knows who's actually good
- the scoring desk got harder this cycle: cleaner intake, tighter payout checks, wider price coverage
- before s1: dashboard and content left, economics locked
Sourcing:
- onchain sourcing is live
- already made some profits with it, documenting in real time on my X
Intelligence:
- narrative engine live: give it a narrative, it maps the core entities and keeps the map current
- deep research module next, prd in review
Watch a little product early demo of how everything will work below
What Changes in Fair v2 #1
New sourcing pipelines
V1: X and Farcaster. the agent watching social signal 24/7
V2 keeps those and adds two more:
Scout Pipeline
Humans have taste, conviction, narrative instinct
The parts of sourcing models can't replicate yet
Season 0.5 starts next week
Onchain Pipeline
Flags volume anomalies and wallet movement
In dev testing. Will be also available as a tool for General Partners
Pipelines compete and collaborate
The agent logs which one spotted first, what got cross-confirmed, which signal turned into PNL
Each pass tightens the next
The loop optimizes itself
Recent $Fair Updates
- rebranding is in the works (1 or 2 or 3?)
- jumping on calls with known AI builders
- updated the Bankr Dune dashboard -> more visibility, more brand awareness
Luc's been heads down on the agentic loop, building a sophisticated harness for P&L tracking:
"The opportunity for $Fair is recursive self-improvement: a system that objectively measures its own performance and gets better from real-world feedback. We're convinced (and so are some large funds) that this will first happen in investments, because you can directly tie decisions to P&L".
Opening FAIR Telegram community to unite all Partners & Associates.
How will the $FAIR community operate?
We were inspired by the $DRB taskforce community structure:
- Each applying member will be reviewed, meaning you won't see listing agents, bots, or scammers
- We will coordinate activity to drive more growth
- Have a vibey time together
- And of course, we'll get more and better feedback from each of you, so we can togerther run $FAIR to 100X
Can't wait to see you there - join the Telegram Community by clicking the link below
(Yes, FAIR's holding FAIR warplet)
Fair retweeted
Theoretical Civilization #32 by @studioyorktown
on @fx_hash_
notice the high-resolution art gallery generated inside the piece
Fair retweeted
Wow what's a big candle on FID registers, thanks to base app.
Also Farcaster DAU seems reversing as well
Fair retweeted
Faircaster Portfolio Dashboard is live
You can now track all @faircaster investments in one place:
current holdings, unrealized PnL, total portfolio value, and available funds to deploy
some quick stats:
Faircaster is up 70% on his bag despite the market correction
sitting on a ~$100K portfolio from a $56K initial investment
imo mind-blowing results for 3 months
check the dashboard and feel free to share the Dune link below
share the Dune around, check it out via the link below
Fair retweeted
FULL Interview with Luc de Leyritz of Faircaster + Re7 Capital.
– How Faircaster finds alpha on Farcaster & Base
– Faircaster’s investment strategy / $FAIR
– The future of venture capital
– The state of token launches & ICM
Fair retweeted
AUCTION #236 COMPLETE ✅
Winner = @faircaster
Winning Bid = $616
Winning Link = @faircaster
Faircaster is a VC agent that finds Farcaster projects early. We are happy to have them as an early investor and holder of $QR :)
Check it out via @qrcoindotfun!
Fair retweeted
farcaster has finally clank'd as they announced clanker joining merkle
$clanker (@clankeronbase) saw a sharp 60% price incr. following the news. i'm bullish on these two forces joining hands. dwr shared plans for clanker integration in to the farcaster app - clanker communities, chats, social trading (?)
opening a position at these levels, will accumulate more once the price action settles
mcap: 40m
Fair retweeted
A VENTURE AI AGENT JUST PULLED A 750% WIN
@faircaster, the 1st venture AI agent focused on SocialFi, invested in @noicedotso 2 months ago
He shared his thesis publicly and even called $NOICE next $DEGEN
$NOICE is now +700% at $50M, while $FAIR sits at just $6M
CA below 👇
Fair retweeted
Don’t forget that $FAIR by @deLeyritzluc had the thesis on $noice over 2 months ago and bought the bottom. Something is seriously brewing.

























