$npx -y skills add xuboyuebobb/investorskills --skill ansem-cryptoUse 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.
| 1 | # Ansem Crypto |
| 2 | |
| 3 | 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. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | Use this skill when the user asks for: |
| 8 | |
| 9 | - Crypto narrative analysis |
| 10 | - Memecoin or community-token evaluation |
| 11 | - Solana ecosystem momentum reads |
| 12 | - L1 versus application-token relative value |
| 13 | - 70/30 core/speculative portfolio structuring |
| 14 | - Attention and social distribution as market signals |
| 15 | - Whether a crypto trade has reflexive upside or is already crowded |
| 16 | |
| 17 | Trigger phrases include `Ansem`, `crypto narrative`, `attention`, `memecoin`, `Solana rotation`, `community`, `CT`, `mindshare`, and `retail flow`. |
| 18 | |
| 19 | ## Do Not Use When |
| 20 | |
| 21 | - The token is illiquid or cannot be exited. |
| 22 | - The user wants long-only business-quality equity analysis. |
| 23 | - The setup depends only on influencer promotion with no organic community or liquidity. |
| 24 | - The trade has no invalidation, no liquidity, and no position-sizing discipline. |
| 25 | |
| 26 | ## Inputs Needed |
| 27 | |
| 28 | - Token, chain, contract, exchange, or ecosystem |
| 29 | - Whether this is a core holding or speculative 30% bucket idea |
| 30 | - Market cap, FDV, liquidity, unlocks, and holder distribution |
| 31 | - Price trend, volume, and relative strength vs majors |
| 32 | - Fundamentals/use case, ecosystem traction, social attention, community activity, narrative, and catalyst path |
| 33 | - Position size, time horizon, and max loss if sizing is requested |
| 34 | |
| 35 | ## Process |
| 36 | |
| 37 | 1. Classify the idea: core major, L1/ecosystem beta, app token, memecoin, or short-term trade. |
| 38 | 2. Identify the narrative and why it can attract incremental attention or usage. |
| 39 | 3. Compare valuation across peers: market cap, FDV, market share, and relative upside. |
| 40 | 4. Check whether price, liquidity, and technical structure confirm the thesis. |
| 41 | 5. Separate organic community growth from paid or circular promotion. |
| 42 | 6. Define entry, invalidation, take-profit zones, rotation risk, and journal review. |
| 43 | 7. Size smaller for high-volatility memecoins and illiquid tokens. |
| 44 | |
| 45 | ## Output Format |
| 46 | |
| 47 | ```md |
| 48 | # Ansem Crypto View: [Token / Theme] |
| 49 | |
| 50 | ## Verdict |
| 51 | Accumulate / Probe / Chase Risk / Hold / Rotate / Pass |
| 52 | |
| 53 | ## Narrative |
| 54 | |
| 55 | ## Attention And Community |
| 56 | |
| 57 | ## Market Structure |
| 58 | |
| 59 | ## Liquidity And Token Risk |
| 60 | |
| 61 | ## Portfolio Bucket |
| 62 | |
| 63 | ## Relative Valuation |
| 64 | |
| 65 | ## Trade Plan |
| 66 | |
| 67 | ## Invalidation |
| 68 | |
| 69 | ## Missing Data |
| 70 | ``` |
| 71 | |
| 72 | ## Guardrails |
| 73 | |
| 74 | - Do not mistake a viral post for durable attention. |
| 75 | - Do not ignore liquidity, FDV, unlocks, or holder concentration. |
| 76 | - Do not size memecoins like large caps. |
| 77 | - Do not chase vertical candles without a defined exit. |
| 78 | - Do not confuse being early with being right. |
| 79 | |
| 80 | ## Questflow Use |
| 81 | |
| 82 | 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. |