$npx -y skills add xuboyuebobb/investorskills --skill cobie-cycle-filterUse when evaluating crypto decisions through a Cobie-style cycle filter: common-sense risk, narrative traps, leverage humility, and avoiding obvious stupid trades.
| 1 | # Cobie Cycle Filter |
| 2 | |
| 3 | Use this skill to apply Cobie-style judgment. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | Use this skill when the user asks for: |
| 8 | |
| 9 | - crypto FOMO check |
| 10 | - narrative trap diagnosis |
| 11 | - leverage humility review |
| 12 | - Cobie-style common-sense filter |
| 13 | |
| 14 | Trigger phrases include `Cobie`, `crypto common sense`, `narrative trap`, `cycle filter`, `UpOnly`. |
| 15 | |
| 16 | ## Do Not Use When |
| 17 | |
| 18 | - Another skill fits better. |
| 19 | - Critical data for this model is missing. |
| 20 | - The user wants guaranteed returns or unbounded leverage. |
| 21 | - The request is generic hype with no decision. |
| 22 | |
| 23 | ## Inputs Needed |
| 24 | |
| 25 | - Asset, token, protocol, sector, or market context |
| 26 | - Relevant price, on-chain, liquidity, research, or adoption data |
| 27 | - Time horizon and risk constraints |
| 28 | - Portfolio context if sizing is requested |
| 29 | |
| 30 | ## Process |
| 31 | |
| 32 | 1. Judge cycle temperature. |
| 33 | 2. Stress-test the narrative. |
| 34 | 3. Check size, leverage, and ego. |
| 35 | 4. Stand down if the trade depends on not being wrong. |
| 36 | |
| 37 | ## Output Format |
| 38 | |
| 39 | ```md |
| 40 | # Cobie Cycle Filter View: [Subject] |
| 41 | |
| 42 | ## Verdict |
| 43 | Proceed / Reduce / Stand Down / Narrative Trap / Pass |
| 44 | |
| 45 | ## Thesis |
| 46 | |
| 47 | ## Evidence |
| 48 | |
| 49 | ## Risks |
| 50 | |
| 51 | ## Action Plan |
| 52 | |
| 53 | ## Invalidation |
| 54 | |
| 55 | ## Missing Data |
| 56 | ``` |
| 57 | |
| 58 | ## Guardrails |
| 59 | |
| 60 | - Follow the skill process; do not free-style. |
| 61 | - Separate facts, assumptions, and judgment. |
| 62 | - Define invalidation before sizing. |
| 63 | - Not financial advice. |
| 64 | |
| 65 | ## Questflow Use |
| 66 | |
| 67 | Use as a crypto judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill. |