multicoin-thesis-vc
starsforks
How to install multicoin-thesis-vc?
xuboyuebobb/investorskills/multicoin-thesis-vc
$npx -y skills add xuboyuebobb/investorskills --skill multicoin-thesis-vcUse when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.
SKILL.md
| 1 | # Multicoin Thesis VC |
| 2 | |
| 3 | Use this skill to apply Multicoin Capital-style judgment. |
| 4 | |
| 5 | ## When To Use |
| 6 | |
| 7 | Use this skill when the user asks for: |
| 8 | |
| 9 | - crypto sector thesis |
| 10 | - L1/L2 value capture |
| 11 | - Multicoin-style high-conviction crypto bet |
| 12 | - token network underwriting |
| 13 | |
| 14 | Trigger phrases include `Multicoin`, `Kyle Samani`, `fat protocol`, `token value capture`, `Solana thesis`, `crypto sector bet`. |
| 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. Write the sector thesis in one paragraph. |
| 33 | 2. Map value capture to token/equity. |
| 34 | 3. Test execution and adoption path. |
| 35 | 4. Size only when thesis and capture both clear. |
| 36 | |
| 37 | ## Output Format |
| 38 | |
| 39 | ```md |
| 40 | # Multicoin Thesis VC View: [Subject] |
| 41 | |
| 42 | ## Verdict |
| 43 | Thesis Invest / Watch / Weak Value Capture / 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. |
People who liked this also viewed
6 picksType
- find-skillsHelps users discover and install agent skills when they ask questions like "how do I do X", "find a skill for X", "is there a skill that can...", or express interest in extending capabilities. This skSkillsJul 2026
- grill-meA relentless interview to sharpen a plan or design.SkillsJul 2026
- vercel-react-best-practicesVercel's official collection of agent skillsSkillsJul 2026
- improve-codebase-architectureScan a codebase for deepening opportunities, present them as a visual HTML report, then grill through whichever one you pick.SkillsJul 2026
- setup-matt-pocock-skillsConfigure this repo for the engineering skills — set up its issue tracker, triage label vocabulary, and domain doc layout. Run once before first use of the other engineering skills.SkillsJul 2026
- triageMove issues and external PRs through a state machine of triage roles — categorise, verify, grill if needed, and write agent-ready briefs.SkillsJul 2026
