القائمة
Use when evaluating crypto decisions through a Cobie-style cycle filter: common-sense risk, narrative traps, leverage humility, and avoiding obvious stupid trades.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
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.
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.
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.
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.
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.
Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
| 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. |
| invest | ./invest.md |
Use this skill to apply Cobie-style judgment.
Use this skill when the user asks for:
Trigger phrases include Cobie, crypto common sense, narrative trap, cycle filter, UpOnly.
# Cobie Cycle Filter View: [Subject]
## Verdict
Proceed / Reduce / Stand Down / Narrative Trap / Pass
## Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Use as a crypto judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.