Aequa et Intrepida

fair scouts codex

find alpha · earn $Fair · build reputation that compounds across seasons
your edge → fair's evaluation → market action
▪ tl;dr — what you actually need to know
what you dotweet @FAIR_VC with a contract address and a thesis
what fair doesevaluates in ~5 min · generic thanks on x · short summary in scout chat
what you getpoints now + performance bonus as your call matures over 30 days
north starquality > quantity. one trade-tier call beats 50 mids
▪ what's in it for you
$Fair rewards 100M $Fair per season, split by performance points. score above zero → slice. more points → bigger slice.
reputation that compounds 0–100 lifetime score, never resets. accrues every season. in S1+ it starts multiplying how your future calls get weighted.
your name on the call every signal or trade fair publishes credits your handle. verifiable scouting history you can point at.
bagworking buy the bag, write the thesis, tag fair. when fair signals it publicly, your handle is on the post — your bag rides fair's reach.
shared scout chat private group. every submission lands live with its verdict. see what's flowing, coordinate without leaking to broader market.
path to GP top-3 finish → invite to become a GP. GPs hold 250M+ $Fair and get perks across every fair product. scouting is one of the few ways in.
early scout edge S0.5 is calibration. when scouting opens to everyone, S0.5 scouts start way ahead — reputation compounds into every season after.
01//WHAT IS FAIR

fair is an autonomous venture fund. every research, evaluation, and trade decision is made by an AI agent system running on Base.

most funds rely on insider deal flow and slow-moving committees. fair runs on signal — live market data, social discourse, on-chain truth — processed by specialized agents that decide what to back, when, and how much.

profits from trades buy back the $Fair token. better signals → better trades → harder buyback. holders share in the outcome.

02//WHO ARE SCOUTS

scouts are the human edge in fair's signal pipeline.

agents are fast and systematic — they scan thousands of tokens, check builder wallets, parse social feeds. but they can't recognize a builder from a prior project. can't feel a narrative forming before it has a name. can't catch insider info that lives in DMs not in tweets.

your single goal: surface what agents miss. you find the signal. fair's judgement agent evaluates it. when the signal is strong, fair acts on it.

▪ the dixon 90/10 thesis, onchain

be as early as the best hunters, but autonomous. you bring the spot. fair brings the firepower.

03//THE FLOW

one submission, from tweet to performance payout.

01
spot alpha
yours
02
tweet @FAIR_VC + CA
~30 sec
03
agent evaluates
~5 min
04
generic thanks on x
public · templated
05
short summary to scout chat
private · cohort
06
bonus accrues daily
30-day window
04//HOW TO SUBMIT

two paths. both public. both equally valid.

▪ path A — your own thesis

write it yourself

tag @FAIR_VC on X with:

  • contract address (0x..., 42 chars) — required
  • your thesis — why this is interesting
$AEON 0xbf8e... dev: @aaronjmars — NeuroAI researcher product: autonomous agent framework catalyst: @pmarca just followed @aeon @FAIR_VC
▪ path B — surface someone else's

reply to a KOL

saw a KOL post strong alpha? reply to their tweet with:

  • @FAIR_VC mention
  • CA (if not already in their tweet)
  • your take — or just "this is alpha worth fair's attention"
@FAIR_VC alpha here 0x1bc0... agree with parent — buyback cycle confirmed
▪ @fair_vc placement rule — read carefully

@fair_vc must appear in the first 280 characters of your tweet. if it lands only in the long-form tail (beyond char 280), x's api blocks our agent from replying — your submission goes unprocessed, no points.

but DON'T start your tweet with @fair_vc. tweets that begin with @ are treated by x as direct replies — reach drops sharply, and the algorithm deprioritizes them.

right: "$AEON — dev @aaronjmars shipped a16z-tier framework, @pmarca just followed. @fair_vc 0xbf8e..."

wrong: "@fair_vc $AEON dev shipped..."  (starts with mention → reduced reach)

wrong: tagging @fair_vc only after a 1000-char essay  (lands in long-form tail → no reply possible)

▪ surfacing IS the edge

spotting alpha in someone else's feed before broader attention catches it is exactly what scouts uniquely do. agent reads the parent tweet too — if it's solid (thesis ≥ 8/10), you earn the same thesis bonus as if you wrote it. minimum text from you is fine if the parent has substance.

05//QUICK RULES
06//THE THREE PLAYS

different cap = different bar. plus a third path for writers.

▪ play 01 — low-cap discovery · < $5M FDV

find new projects

edge: finding a real project before the market notices.

what scores high: named builder with track record, real product (not just roadmap), early in a live narrative, you arrived before the move.

performance reality: +1000% to +5000% realistic on a real find. bonus: 50–120 points on top of base.

▪ play 02 — high-cap alpha · > $5M FDV

bring insider info

edge: insider info that isn't already on page one of search results.

what scores high: wallet accumulation by tracked addresses, KOL follow that means something, integration confirmed pre-announcement, mechanism analysis the market is mispricing.

performance reality: +100% to +300% great outcome at this scale. bonus: 5–15 points. compensated by larger position sizing on signal/trade.

▪ play 03 — writer's lane

write quality theses

thesis quality is graded separately from token outcome. strong analyses earn ≥8/10 (+3 pts) and ≥9/10 (+7 pts) bonuses regardless of whether the token pumps. what wins: specific numbers, verifiable claims, mechanism described, peer comparison, no filler.

▪ rule of thumb

on low-caps, a named builder is enough. on high-caps, alpha is required — public info on a known project will only earn "saved" at most. lies cost: 3 falsifications = permanent tier downgrade.

07//FOUR VERDICTS

your submission lands in one of four buckets. points awarded immediately.

▪ verdict 01

rejected

0pts

weak, duplicate, or unverifiable. no performance window opens. doesn't damage reputation unless pattern of false claims.

▪ verdict 02

knowledge base

1pt

fair adds to research corpus. doesn't act now. performance bonus still pays — a KB call that does 20x earns big.

▪ verdict 03

signal

5pts

fair publishes to its feed. may take a small position. credits your handle in the post.

▪ verdict 04

trade

20pts

fair takes a real position. high conviction. rare. credits your handle. execution moves price.

▪ outcome rules over scoring

performance bonus scales with how your call performs, regardless of verdict tier. a knowledge-base call that peaks at +2000% earns 1 + 60 = 61 points. a trade-tier call that goes flat earns 20. the token's outcome matters more than the bucket it landed in.

▪ trade execution — honest note for s0.5

s0.5 is the calibration phase. the agent learns from every call. the team reviews every TRADE verdict. the system is still being tuned and is self-improving with each cycle.

early in the season, a TRADE verdict may not always result in actual on-chain execution while we sharpen calibration. that does NOT unearn your points — TRADE base (20 pts) + bonuses are credited regardless of execution. performance window opens the same way.

our target for the season: at least one scout-sourced trade actually shipped onchain. that's the bar we're working toward — be the scout who clears it.

08//LEADERBOARD & REWARD POOL

two metrics tracked per scout. one resets, one is forever. one pool pays out at season end.

▪ s0.5 season reward pool
100,000,000 $Fair
≈ $2,800 USD
at today's price · grows as buyback flows in
at season end, the pool splits proportionally to performance points. every scout who scored above zero gets a slice. bigger performance → bigger slice. no fixed amounts, no minimum threshold to participate.
▪ metric 01

performance

season points. resets every 2 weeks at season end.

determines current rank and your slice of the reward pool. at season end, the 100M pool splits proportionally to points earned during the season.

what fills it: base points + performance bonus + thesis quality + impressions, all accrued during the active season.

impressions: the reach of your submission post earns points too. 1 point per 1,000 views, read once about three days after you post. only your first call in a given thread counts, so give each call its own post instead of burying them in one reply chain.

▪ metric 02

reputation

lifetime score, 0–100. never resets. accumulates across all calls.

in S0.5 it's tracked but mostly passive. in next seasons reputation becomes a multiplier on submission evaluation — the higher your rep, the more weight your future calls carry through scoring.

build rep now → bigger payouts later. the earliest scouts get the longest compounding runway.

recomputed weekly (Sunday 02:00 UTC) and on-demand.

▪ GP escalation

top-3 in any season's leaderboard → GP review. doesn't matter how you got there — trades, signals, KB-class mega-calls, thesis quality — what matters is season rank. final invitation is team call.

09//PERFORMANCE BONUS

your token's FDV is tracked daily for 30 days from submission. we record the peak — once you've earned a tier, dumps don't unearn it.

peak fdv gainbonus addedcumulative
+100%+55
+200%+510
+300%+515
+500%+525
+1000%+550
+2000%+560
every +500% above 2000%+10unbounded
▪ worked example A

a knowledge base call (1 pt base) that peaks at +2000% earns 1 + 60 = 61 pts.

▪ worked example B

at +5000%, the same KB call earns 1 + 120 = 121 pts. outearns a flat trade call.

thesis quality bonus

thesis qualitybonus
≥ 8 / 10+3 pts
≥ 9 / 10+7 pts

awarded regardless of token outcome. writers and finders both have paths to the top.

visible publicly in scout chat. every broadcast shows your thesis grade out of 10 + bonus earned. writers learn from each other's grades.

▪ daily snapshot caveat

we sample once per day. if your token spikes intra-day and dumps before our snapshot, that peak is missed — we read the daily close, not the wick. submission timing also matters: a call entered right before a big day captures the move.

10//REPUTATION

reputation in S0.5 has three active components. one good hit can carry the whole score.

componentcapwhat it measures
accuracy60hits weighted by magnitude. +100% = ×1.0, +1000% = ×2.0, +10000% = ×3.0. one mega-call can max this alone.
longevity20seasons active + non-reject submission count. 3 seasons = roughly max.
volume × quality20submissions that pass the thesis-quality gate (≥7/10). 4 quality submissions = cap.

recency boost ×1.5 on activity components if active in last 2 seasons. decay starts after 1-season grace, -5% per missed season, floor 0.7.

▪ what this means in practice
  • veteran scout — sustained activity + several mid-sized hits → 80–100
  • specialist — single 10x call but low volume → 60–70
  • quality writer — strong theses but no hits yet → 30–50
  • spam farmer — high volume, no quality → caps around 30
11//THE WORKFLOW

three channels. nothing specific goes public. cohort sees a shortened version. full analysis stays internal.

▪ channel 01 — public · on X

generic thanks

agent replies to your tweet with a single templated message — same for everyone, no specifics. doesn't reveal what your info was, what the verdict was, or what the edge looked like.

▪ thanks for the call, scout. up to 20 pts in play on this one. keep scouting.

why generic: anything specific leaks the scout's edge to the broader market, and the verdict + fair's read stay internal.

▪ channel 02 — private · scout chat

shortened version

each submission posts to the cohort chat with a short summary:

  • verdict tag — saved / signal / trade
  • full contract — tap-to-copy
  • base points awarded
  • thesis grade /10 + thesis bonus — writers see how their writing scored
  • 1–2 line brief
📡 new scout call @yourhandle · $AEON 0xbf8e8d1c6f9a8b3c2e7d4a5b6c8e9f0a1b2c3d4e 🎯 SIGNAL · +5 pts ✍️ thesis 8/10 · +3 bonus named builder, verifiable insider catalyst — pmarca follow confirmed.

cohort sees what's flowing + how the writing graded. no token-rubric scores, no dim breakdown.

▪ channel 03 — internal · team only

full eval

the complete breakdown — builder check, on-chain signals, narrative phase, catalyst verification, dim scores, reasoning — only the team sees this.

used for calibration, decision-making, and reviewing edge cases. does not reach scout chat in any form.

▪ why split it this way

public stays opaque so fair's edge doesn't leak. cohort gets enough to see what's being surfaced and learn from peers' patterns. full reasoning stays internal so the rubric can't be reverse-engineered.

12//EVALUATION AXES

what the agent scores you on. specific verifiable claims beat vague hype on every axis.

▪ builder
named dev with verifiable track record. github commits, prior projects, X identity confirmed. anon team = ceiling.
▪ on-chain
holder distribution, creator wallet history, trading dynamics, fee/claim mechanics. red flags = factory tokens, recent rugs.
▪ narrative
where this sits in live market themes. early in a forming narrative = high. tail end of played-out trend = low.
▪ catalyst
specific upcoming event, integration, follow, accumulation. must be verifiable. "rumor" without source = filtered.
▪ thesis quality
how well you wrote it. specific numbers, mechanism described, peer comparison, timing context. graded 0–10. ≥8 = bonus.
▪ timing edge
did you arrive before the move? early submission on a token that later runs = performance bonus pays bigger. late chase = pays small.
13//STRONG SUBMISSIONS

three patterns that score high. study what they share.

▪ pattern 01 — discovery with strong evidence
$DONUT by @Glaze_Corp @heeshilio
0x1234...abcd

@qrcoindotfun auction winner validated. 8,967 casts / 2,669
authors in 30d. king glazer throne mechanics: 4 $donut/sec,
5d to first halving, 80/15/5 splits fund buy+burn. treasury
$86K, $486K total earned. frame-native attention game.

named builders, verifiable metrics, mechanism described, treasury data, halving as upcoming catalyst.

▪ pattern 02 — discovery + verifiable insider catalyst
$AEON 0xbf8e...
dev: @aaronjmars — NeuroAI researcher, ex-Tela Ventures VC.
prior projects: Hyperstitions, soul.md (356★), OpenDia (1788★).
product: autonomous AI agent framework, 68 skills, MCP adaptor.

catalyst: @pmarca (a16z general partner) just followed @aeon —
first a16z engagement with this project.

builder fully named with track record we can verify. product specifics. catalyst is verifiable insider-tier alpha — we check pmarca's follow list.

▪ pattern 03 — buyback mechanism on established protocol
$CLANKER 0x1bc0...

DWR signaling second buyback on sun/mon. if mirrors first
cycle, scale jumps 7x. ~$130M vol on 24-25 oct pushed 1%
fee to treasury ($1.3M). half tokens, half eth. one-third
taxes, two-thirds recycled = ~$430K round, up from first
$65K. closest fee-flow rival is Pump, gap down to 20-30%,
mcap differs ~38x. repricing inevitable.

specific catalyst (buyback), dollar amounts derived from on-chain data, peer comparison, timing edge.

14//WEAK SUBMISSIONS

three patterns that get rejected. avoid them.

▪ anti-pattern 01 — pure hype
$CRED — next 100x, dev promising big stuff
0x1234...abcd

no specifics, no verifiable claims. instant reject.

▪ anti-pattern 02 — public info on known project
$CLANKER — Neynar just bought Clanker. buybacks huge.
OG launchpad. repricing inevitable.

every word public knowledge. for established projects, this only earns "saved" — no alpha means no signal. resubmit with insider data ("wallet X just accumulated 3%") and you'd cross the bar.

▪ anti-pattern 03 — buzzword convergence
$X is at intersection of AI + DeFi + social. early stage.
big things coming.

no builder named, no on-chain evidence, no specific catalyst. narrative buzzwords without substance.

15//WHAT NOT TO DO
▪ instant reject or worse
  • don't submit hype. "next 100x", "gonna moon", no specifics → instant reject.
  • don't lie about insider claims. agent verifies what it can. 3 falsifications = permanent tier downgrade.
  • don't submit the $Fair contract. silently dropped, no points, no ack.
  • don't spam the same CA. duplicate without new info gets filtered.
  • don't expect chat. agent is one-shot per submission. no follow-up conversation.
  • keep fair's read in the cohort. your submission is public, that's fine. but the agent's verdict, position size, and reasoning are internal. discuss them in the scout chat, not the open timeline, that's what it's for.
  • don't farm with multi-accounts. pattern detection live. ban risk.
16//COMMUNITY FEED

scheduled posts to the scout chat. standings twice a day, daily recap, weekly recap on sundays. (live submission posts — see §11.)

▸ 09:00 UTC
morning leaderboard

current season points + lifetime reputation top of the chart. who's leading.

▸ 19:00 UTC
daily recap

today's submissions list + best-of-day callouts. catch what you missed.

▸ 21:00 UTC
evening leaderboard

refreshed standings after the day's submissions land.

▸ SUN 20:00 UTC
weekly recap

top performers + best submissions and their performance + days left in season.

▪ aggregated visibility

the scout chat is your real-time view into everything fair is evaluating from the cohort. every KB-save, every signal, every trade — all of it lands in the same room. coordinate without leaking to broader market.

17//THE FLYWHEEL

the loop fair was built for. activates in S1 if s0.5 proves out.

▪ ultimate goal — permissionless season

if the loop works — agents calibrated, scout signal proven, buyback shipping onchain — we open the gate. next phase: permissionless season. no curated cohort, no allowlist. anyone with a wallet can scout and earn from a trading engine that learned from this round.

s0.5 is the proof. every TRADE shipped, every performance bonus paid, every reputation point earned is evidence the system holds when we hand it to the world. early scouts who carried the calibration phase get the longest compounding runway in everything that comes after.

buy / hold $Fair submit alpha fair learns fund profits buyback $Fair reward scouts hold compounds aequa et intrepida FAIR · FLYWHEEL
▪ scouts who hold $Fair benefit twice

they earn rewards from their calls and from the buyback pressure their calls eventually create. the loop is the product.