Agent Skills

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name: arthur-hayes-liquidity

description: Use when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.

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name: buffett

description: Use when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.

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name: burry-asymmetric-contrarian

description: Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.

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name: cathie-wood-innovation

description: Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.

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name: chenhao-limit-up

description: Use when evaluating A-share limit-up (涨停板) setups through Chen Hao's sentiment and momentum lens: market emotion cycles, board strength, follow-through, and short-term aggressive momentum trading.

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name: cobie-cycle-filter

description: Use when evaluating crypto decisions through a Cobie-style cycle filter: common-sense risk, narrative traps, leverage humility, and avoiding obvious stupid trades.

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name: coleman-tiger-growth

description: Use when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs.

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name: cryptocred-structure

description: Use when evaluating crypto charts through a CryptoCred-style structure lens: levels, confluence, market structure, risk definition, and educational technical process.

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name: dalio-principles-allweather

description: Use when evaluating portfolios through Ray Dalio-style economic machine, debt cycles, diversification, risk parity, and all-weather asset allocation.

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name: danbin-longterm-compounder

description: Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.

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name: darvas-box

description: Use when evaluating Nicolas Darvas-style box breakouts, new-high momentum, volume confirmation, and mechanical stop placement for liquid growth stocks.

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name: delphi-thematic-crypto

description: Use when evaluating crypto sectors through a Delphi-style thematic research lens: sector maps, tokenomics, narrative timing, and research-driven crypto allocation.

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name: dengxiaofeng-cycle-industry

description: Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.

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name: druckenmiller

description: Use when evaluating top-down macro trades, liquidity regimes, currency/rates/equity themes, concentrated risk-taking, and quick loss-cutting in a Stanley Druckenmiller style.

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name: duanyongping-benfen-value

description: Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.

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name: einhorn-forensic-short

description: Use when evaluating David Einhorn-style forensic shorts and longs: accounting red flags, governance problems, capital allocation failures, and evidence-based short theses.

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name: fengliu-reverse-weakhand

description: Use when evaluating stocks through Feng Liu's weak-hand (弱者体系) reverse investing lens: assume you have less information, seek asymmetric risk/reward, buy at points of maximum pessimism, and manage position by probability.

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name: founders-fund-contrarian

description: Use when evaluating startups through a Founders Fund-style lens: contrarian conviction, hard tech, bold product ambition, non-consensus markets, and high-upside company building.

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name: graham-net-net

description: Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.

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name: grayscale-crypto-sectors

description: Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money theses.

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name: greenblatt-special-situations

description: Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.

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name: gundlach-bonds

description: Use when evaluating bond, credit, duration, yield-curve, and fixed-income relative-value setups in a Jeffrey Gundlach style.

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name: hindenburg-investigation

description: Use when evaluating Hindenburg-style investigative short reports: evidence chains, promoter networks, stock promotion, related parties, disclosure failures, and catalyst-driven short narratives.

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name: hohn-concentrated-quality

description: Use when evaluating Chris Hohn / TCI-style concentrated quality investing: exceptional businesses, pricing power, high returns on capital, engagement, and long-duration concentrated ownership.