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ansem-crypto

Use when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style crypto market framework.

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包含的文件(2)

  • SKILL.md3.1 KB
  • invest.md13.9 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

Ansem Crypto

Use this skill to apply an Ansem-style crypto judgment framework: combine long-term crypto theses, ecosystem rotation, app-token discovery, comparative valuation, technical confirmation, and attention/liquidity reflexivity before the broader market fully prices it.

When To Use

Use this skill when the user asks for:

  • Crypto narrative analysis
  • Memecoin or community-token evaluation
  • Solana ecosystem momentum reads
  • L1 versus application-token relative value
  • 70/30 core/speculative portfolio structuring
  • Attention and social distribution as market signals
  • Whether a crypto trade has reflexive upside or is already crowded

Trigger phrases include Ansem, crypto narrative, attention, memecoin, Solana rotation, community, CT, mindshare, and retail flow.

Do Not Use When

  • The token is illiquid or cannot be exited.
  • The user wants long-only business-quality equity analysis.
  • The setup depends only on influencer promotion with no organic community or liquidity.
  • The trade has no invalidation, no liquidity, and no position-sizing discipline.

Inputs Needed

  • Token, chain, contract, exchange, or ecosystem
  • Whether this is a core holding or speculative 30% bucket idea
  • Market cap, FDV, liquidity, unlocks, and holder distribution
  • Price trend, volume, and relative strength vs majors
  • Fundamentals/use case, ecosystem traction, social attention, community activity, narrative, and catalyst path
  • Position size, time horizon, and max loss if sizing is requested

Process

  1. Classify the idea: core major, L1/ecosystem beta, app token, memecoin, or short-term trade.
  2. Identify the narrative and why it can attract incremental attention or usage.
  3. Compare valuation across peers: market cap, FDV, market share, and relative upside.
  4. Check whether price, liquidity, and technical structure confirm the thesis.
  5. Separate organic community growth from paid or circular promotion.
  6. Define entry, invalidation, take-profit zones, rotation risk, and journal review.
  7. Size smaller for high-volatility memecoins and illiquid tokens.

Output Format

# Ansem Crypto View: [Token / Theme]

## Verdict
Accumulate / Probe / Chase Risk / Hold / Rotate / Pass

## Narrative

## Attention And Community

## Market Structure

## Liquidity And Token Risk

## Portfolio Bucket

## Relative Valuation

## Trade Plan

## Invalidation

## Missing Data

Guardrails

  • Do not mistake a viral post for durable attention.
  • Do not ignore liquidity, FDV, unlocks, or holder concentration.
  • Do not size memecoins like large caps.
  • Do not chase vertical candles without a defined exit.
  • Do not confuse being early with being right.

Questflow Use

In Questflow, this skill is best used as a crypto attention and narrative module that combines social signals, token liquidity, on-chain context, price action, and execution controls.

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