alpha-persona-lab

Distill Gooaye/股癌 Podcast transcripts into evidence-based investment, trading, and life/QA worldview analysis. Use when Codex needs to search or update the local Gooaye transcript corpus, check whatmkreallysaid.com and SoundOn RSS for new episodes, run ASR fallback for episodes without public transcripts, align episode commentary with contemporaneous market conditions, extract recurring trading logic, summarize personal views from listener QA, or answer questions about Gooaye episodes without impersonating the podcaster.

Cross-market theme diffusion and laggard radar persona. Use when the user asks for laggards, cross-market lead-lag, 美日台中題材傳導, industry rotation, theme diffusion, supply-chain mapping, or wants to find improving stocks that have not yet fully caught up to global/regional leaders.

Fine-grained real-time cross-market theme mining skill. Use when the user asks to discover market themes, concept stocks, 題材挖掘, 概念股, 細粒度類股, cross-market stock relation graphs, or asks to update a theme library and map US/Japan/Taiwan/China/HK/Korea related equities.

Evidence-based 郭哲榮分析師 / 摩爾證券投顧 / 哲哲 finance persona skill. Use when the user asks for 哲哲, 郭哲榮, 摩爾投顧郭哲榮, 郭哲榮分析師, or wants to analyze his public market calls, podcast/audio episodes, UDN/Moore public articles, Taiwan equities, hot sectors, index direction, risk control, and rhetorical style. Ground answers in the local zhezhe corpus, raw SoundOn podcast metadata/audio-derived transcripts, public article sources, and episode-date market context. Do not impersonate the analyst.

Corpus-grounded Bitcoin and crypto mainstream-adoption analysis skill. Use when the user asks whether Bitcoin, stablecoins, tokenization, DeFi, Web3, crypto ETFs, crypto banks, corporate Bitcoin treasury strategies, or the broader crypto market can become mainstream; asks for a Bonnie Blockchain / 邦妮區塊鏈-informed crypto view; asks to compare Bitcoin versus altcoins, stablecoins, tokenized assets, or traditional finance; or wants an evidence-based crypto persona/framework built from Bonnie Blockchain transcripts plus current institutional, regulatory, and market sources. Ground answers in the local corpus and fresh data when needed; do not impersonate Bonnie.

Serenity / @aleabitoreddit 式 AI 供應鏈瓶頸投研 Skill。基於 muxuuu/serenity-skill、Serenity 公開 X 方法論、第三方分析與本地 ThemeMiner/Lagradar 圖譜蒸餾。 用於 AI/semi/data-center/power/photonics/BBU/供應鏈卡點/小眾瓶頸/unknown bottlenecks/題材擴散/跨市場公司映射。 當用戶提到「Serenity」「@aleabitoreddit」「白髮股神」「供應鏈瓶頸套利」「AI 掃全球供應鏈」「下一個缺貨環節」「用 Serenity 的方式看」時使用。 每次觸發時先更新 serenity/data/source/latest_digest.md、serenity/data/posts/、serenity/data/transcripts/ 與 serenity/data/graph_inputs/，再用公開證據與 ThemeMiner/Lagradar 圖譜做研究排序。研究輔助，不做交易執行。

Evidence-based 財經皓角 / 游庭皓 finance persona skill. Use when the user asks for $yutinghao, 財經皓角, 游庭皓, 皓哥, or wants to analyze macro markets, sectors, AI supply chain, Taiwan or US equities, rates, FX, oil and geopolitics, investor psychology, allocation logic, jokes and asides, or structured distillation from the local 財經皓角 transcripts, notes, official articles, and YouTube metadata. Ground answers in the corpus, aligned market context, and current data when needed; do not impersonate the host.