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One-pass crypto read - tracked-protocol positions and health plus macro context, with regime take, DeFi verdict, biggest movers, yields, fees, breadth, Fear & Greed, and prediction markets.
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npx skills add https://github.com/aaronjmars/aeon --skill defi-overviewコマンドは1行のまま表示されます。コピー前に横へスクロールして全体を確認してください。
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Write a publication-ready article in one of three angles - a trending long-form piece, a watched-repo thesis, or a project-through-a-lens essay. Optional Replicate hero image with --visual.
Curated trending across GitHub repos and the Hugging Face Hub (models, datasets, spaces) - filtered, clustered, and labeled by momentum with a one-line why-notable per pick.
Crypto market scanner and single-token analyst - movers scans top winners/losers/trending or on-chain runners with pump-risk flags; single-token produces a verdict-first deep report for one token.
SOC 職業分類に基づく
SKILL.md を表示中
| type | Skill |
| name | DeFi Overview |
| category | crypto |
| description | One-pass crypto read - tracked-protocol positions and health plus macro context, with regime take, DeFi verdict, biggest movers, yields, fees, breadth, Fear & Greed, and prediction markets. |
| var | |
| tags | ["crypto","defi","macro","positions"] |
| mode | write |
| requires | ["COINGECKO_API_KEY?"] |
| commits | true |
| permissions | ["contents:write"] |
| capabilities | ["external_api","sends_notifications"] |
${var} — Scope selector. Empty → full combined overview (tracked-protocol positions + macro context).
positions→ positions facet only (all watched positions);positions:<label>→ a single tracked position by label.macro→ macro facet only. Any other value → treat as a chain or protocol focus (e.g.solana,aave,arbitrum) applied to the macro read; positions are filtered to that chain when applicable.
Read memory/MEMORY.md for context. Read the last 2 days of memory/logs/ to avoid repeating numbers, to diff position values over time, and to cite yesterday's figure when flagging today's change. Read memory/on-chain-watches.yml (tracked positions) and the existing memory/topics/market-context.md (prior macro snapshot) — both are inputs below.
The original produced a table of numbers. This version produces a read of the market: one verdict line at the top, then only items that changed or matter, each with a one-line reason a reader should care. TVL alone is lagging and emission-subsidized — we pair it with fees/revenue (real fundamentals) and split yields into sustainable (apyBase) vs incentive-driven (apyReward) so readers stop chasing scam-tier APYs. On top of the market read this skill also (a) checks the operator's tracked-protocol positions for health/liquidation/yield-drift risk, and (b) refreshes the decision-ready macro context file that downstream skills (token-pick, narrative-tracker) consume — all in one pass.
The skill has two facets. ${var} selects which run and how to scope them:
positions → Positions facet only, all watched positions.positions:<label> → Positions facet only, restricted to the position whose label matches <label>.macro → Macro facet only (DeFi market read + broad crypto context + market-context.md refresh)./v2/chains (case-insensitive) → chain focus: scope DEX volume, fees, and yields to that chain; keep a 2-line market header for context; filter positions (if the Positions facet also runs) to that chain./protocols → protocol focus: pull /protocol/{slug}, /summary/fees/{slug}, /summary/dexs/{slug} if it is a DEX; compare against its chain and its 30-day self.var unresolved: ${var} in the footer.When both facets run (empty var), send one combined notification (Take → position alerts if any → DeFi read → macro snapshot) and still write memory/topics/market-context.md.
(Runs when ${var} is empty, positions, positions:<label>, or a chain focus. Skip entirely for macro.)
Watched contracts and positions live entirely in memory/on-chain-watches.yml — no protocols are hardcoded in this skill. If the file is missing or has no type: pool / type: position entries, log DEFI_MONITOR_NO_CONFIG for this facet and skip it cleanly (no notification — an empty config is not an error; the Macro facet still runs when applicable).
# memory/on-chain-watches.yml
watches:
- label: My Wallet
address: "0x1234...abcd"
chain: ethereum
rpc_url: https://eth.llamarpc.com
type: wallet
threshold: 0.1 # ETH — alert on balance changes above this
- label: Uniswap Pool
address: "0xabcd...5678"
chain: ethereum
rpc_url: https://eth.llamarpc.com
type: contract
For each DeFi position in memory/on-chain-watches.yml (type: pool or type: position), filtered by ${var} if a label (positions:<label>) or chain focus is set:
eth_call:
# Example: read slot0 from a Uniswap-style pool
curl -s -X POST "${rpc_url}" \
-H "Content-Type: application/json" \
-d '{"jsonrpc":"2.0","method":"eth_call","params":[{"to":"'"$address"'","data":"'"$calldata"'"},"latest"],"id":1}'
totalSupply, reserves, current tick/pricesupplyRate, borrowRate, utilizationCompare current values against the last logged values for each position (grep prior runs in memory/logs/).
positions / positions:<label> run: notify via ./notify (under 4000 chars) only if at least one position produced a noteworthy flag; otherwise log DEFI_MONITOR_OK and end (no notification on a quiet run).Positions block template:
*DeFi Monitor — ${today}*
*Pool/Protocol Label* (chain)
TVL: $X | APR: Y%
Your position: details
Change since last check: summary
(Runs when ${var} is empty, macro, or a chain/protocol focus. Skip entirely for positions / positions:<label>.)
Read the existing memory/topics/market-context.md if present. Extract, for delta computation later:
If the file doesn't exist, treat all deltas as n/a on the first run.
mkdir -p .tmp
# --- DeFiLlama (shared by the DeFi read and the macro snapshot) ---
# TVL
curl -fsS "https://api.llama.fi/v2/chains" > .tmp/chains.json
curl -fsS "https://api.llama.fi/protocols" > .tmp/protocols.json
# Volumes & fundamentals
curl -fsS "https://api.llama.fi/overview/dexs?excludeTotalDataChart=true&excludeTotalDataChartBreakdown=true" > .tmp/dexs.json
curl -fsS "https://api.llama.fi/overview/fees?excludeTotalDataChart=true&excludeTotalDataChartBreakdown=true" > .tmp/fees.json
# Stablecoins — includePrices=true (superset; supply totals feed the DeFi read, prices feed the macro snapshot)
curl -fsS "https://stablecoins.llama.fi/stablecoins?includePrices=true" > .tmp/stables.json
# Yields
curl -fsS "https://yields.llama.fi/pools" > .tmp/pools.json
# --- CoinGecko (macro majors, breadth, global, trending) ---
# Send the demo key via ./secretcurl's {ENV_NAME} placeholder only when set — a bare
# $COINGECKO_API_KEY is refused by the Bash permission analyzer; keyless-public works
# without one (lower rate limit). Build the header array once, reuse for all four.
CG_HDR=(); [ -n "${COINGECKO_API_KEY:+x}" ] && CG_HDR=(-H "x-cg-demo-api-key: {COINGECKO_API_KEY}")
# Simple price for BTC, ETH, SOL + 24h change + mcap
./secretcurl -s "${CG_HDR[@]}" "https://api.coingecko.com/api/v3/simple/price?ids=bitcoin,ethereum,solana&vs_currencies=usd&include_24hr_change=true&include_market_cap=true" > .tmp/cg_price.json
# Top 20 by mcap (movers + trend, 24h & 7d)
./secretcurl -s "${CG_HDR[@]}" "https://api.coingecko.com/api/v3/coins/markets?vs_currency=usd&order=market_cap_desc&per_page=20&page=1&sparkline=false&price_change_percentage=24h,7d" > .tmp/cg_markets.json
# Global stats (total mcap, volume, dominance)
./secretcurl -s "${CG_HDR[@]}" "https://api.coingecko.com/api/v3/global" > .tmp/cg_global.json
# Trending coins
./secretcurl -s "${CG_HDR[@]}" "https://api.coingecko.com/api/v3/search/trending" > .tmp/cg_trending.json
# --- Fear & Greed ---
curl -s "https://api.alternative.me/fng/?limit=2" > .tmp/fng.json
# --- Polymarket Gamma (prediction markets) ---
curl -s "https://gamma-api.polymarket.com/markets?closed=false&order=volume24hr&ascending=false&limit=10" > .tmp/poly_vol.json
curl -s "https://gamma-api.polymarket.com/markets?closed=false&order=liquidity&ascending=false&limit=10" > .tmp/poly_liq.json
For each endpoint, if curl fails or returns non-JSON, retry once with WebFetch against the same URL (for CoinGecko, WebFetch without the API-key header — free tiers work). Mark each source ok or fail and carry it into the footer / Source Status line. Never block the whole run on a single source.
Notes on fields:
/protocols and /v2/chains already include change_1d / change_7d / tvl — use these directly, do not diff manually. /overview/dexs and /overview/fees return total24h, total7d, change_1d, change_7d, change_1m, protocols[].${var} is a chain focus, additionally fetch /overview/dexs/{chain} and /overview/fees/{chain} and filter pools by chain == var.${var} is a protocol focus, additionally fetch /protocol/{slug}, /summary/fees/{slug}, and /summary/dexs/{slug} (if a DEX)./coins/markets compute breadth: how many of the top 20 are green on 24h vs 7d. Breadth is a regime signal — 18/20 green = risk-on, 4/20 green = risk-off.Use the built-in WebSearch tool for exactly:
crypto market today ${today} macro catalystBTC ETF flows ${today} (institutional flow signal)Keep only items that would change a trader's positioning today. Discard recap/explainer articles. Mark websearch=ok|fail.
Score three dimensions from the last 24h:
tvl_d = overall TVL change_1d (sum across /v2/chains)vol_d = DEX volume change_1d (from /overview/dexs)stable_d = stablecoin supply change_1d (sum from /stablecoins)Verdict rules (pick the first that matches):
|tvl_d| < 1% AND |vol_d| < 5% → Sideways — no conviction; grind day.The Take is the core macro output — everything else is input to it.
Market Take format (exactly 3 lines):
Take: <regime> — <one-sentence why, citing 2 concrete numbers>.
Conviction: <high | medium | low> — <which signals agree; which disagree>.
Evidence: <one sentence naming the single strongest datum behind this call>.
Example:
Take: risk-on — BTC +3.1% 24h with 17/20 top-cap majors green.
Conviction: high — F&G, breadth, and 7d TVL all point up; only BTC dominance disagrees (flat).
Evidence: DEX 24h volume $7.8B, highest since March and +42% vs 7d avg.
Score the regime using these inputs:
/global)Assign one regime label:
Also emit conviction in {high, medium, low} based on how many signals agree.
Each section caps at 3 items. Drop any section whose best item fails its inclusion rule — don't pad.
change_1d only if |change_1d| >= 1%, otherwise suppress the delta.|change_1d| >= 5% AND tvl >= $500M. Require a ≤15-word "why" grounded in observed data (unlock, points program, bridge activity, depeg, exploit, launch). If you can't name a cause from data or memory, write "no obvious catalyst" — do not invent one.|change_1d| >= 10% AND tvl >= $100M. Same "why" rule./overview/fees): include change_1d in fees vs 7d average. Fees > TVL for real demand.fees change_7d > +20% AND TVL change_7d < +5%. Skip section if none.change_1d.|change_1d| >= 1% (usually only notable shifts survive).apyBase > 0 AND apyReward_share < 0.5 AND outlier == false AND predictions.binnedConfidence >= 2 AND apyMean30d >= apy * 0.5 AND tvlUsd >= $10M. Rank by apyBase descending.apyReward > 0 AND outlier == false AND tvlUsd >= $25M. Tag with the reward token symbol. Rank by apy descending.real_yield=0 etc.) — this is itself a signal.Read memory/logs/${yesterday}.md. If a mover appears today whose direction flipped (e.g. chain was top gainer yesterday, now top loser), prepend ↔ and note the reversal in its "why" line. If a yield pool from yesterday's Real-yield list is missing today, check whether it failed a filter (outlier flipped, APY collapsed) — worth one line under Yields.
For each of 3-5 current meta-narratives (derived from trending coins + top movers + macro catalyst scan), assign a phase and a one-line evidence anchor:
No narrative without an evidence anchor. If you cannot point to a number or concrete signal, drop it.
For each market: outcomes and outcomePrices are JSON-encoded arrays that map 1:1. YES% = parseFloat(outcomePrices[0]) * 100 (first element is always YES). Skip any market where YES% is <3% or >97% (effectively settled — no signal). Take the top few by 24h volume and by liquidity.
memory/topics/market-context.mdOverwrite memory/topics/market-context.md with this exact structure. Lead with the Take so downstream skills get the conclusion in the first ~150 chars:
# Market Context (as of ${today})
> **Take:** [regime] — [one-sentence why, citing 2 concrete numbers]. Conviction: [high|medium|low].
## Signal Snapshot
- BTC $X (±X% 24h, ±X% 7d) · dominance X% (±X pp 24h)
- ETH $X (±X% 24h, ±X% 7d) · ETH/BTC X.XXX
- SOL $X (±X% 24h, ±X% 7d)
- Total mcap $XT (±X% 24h) · DEX vol $XB 24h
- Breadth: N/20 green 24h · N/20 green 7d
- Fear & Greed: X (label) — yesterday X
## What Changed Since Last Refresh
- [Delta or event 1 — e.g. "F&G jumped 12 pts into Greed, first time in 14 days"]
- [Delta 2]
- [Delta 3]
Only real deltas. If no material change, write: "Quiet — all majors within ±1%, regime unchanged."
## Active Narratives
- **[Narrative]** — phase: [emerging|rising|peak|fading]. Evidence: [concrete signal].
- **[Narrative]** — phase: [...]. Evidence: [...].
- **[Narrative]** — phase: [...]. Evidence: [...].
## Top DeFi Protocols (TVL, 7d change)
- [Protocol]: $XB ([+/-X%])
- [Protocol]: $XB ([+/-X%])
- [Protocol]: $XB ([+/-X%])
- [Protocol]: $XB ([+/-X%])
- [Protocol]: $XB ([+/-X%])
## Chain Flow (top 3 by TVL, 7d)
- [Chain]: $XB ([+/-X%])
- [Chain]: $XB ([+/-X%])
- [Chain]: $XB ([+/-X%])
## Stablecoins
Total: $XB (±X% 7d). USDT $XB · USDC $XB · [next two] · combined share of mcap X%.
## Trending (CoinGecko)
- [COIN] — [why trending, price + 24h%]
- [COIN] — [...]
- [COIN] — [...]
## Prediction Markets (Polymarket, top by 24h vol)
| Market | YES% | 24h Vol | Liquidity |
|--------|------|---------|-----------|
| [question] | X% | $Xm | $Xm |
| [question] | X% | $Xm | $Xm |
| [question] | X% | $Xm | $Xm |
## Macro Catalysts (next 48h)
- [Catalyst + positioning implication]
- [...]
Omit this section entirely if nothing material. Do not pad with generic headlines.
## Implications for Downstream Skills
- **token-pick:** [e.g. "favor [narrative] exposure; avoid [sector] on weak breadth"]
- **narrative-tracker:** [e.g. "monitor [narrative] for phase transition emerging→rising"]
Keep to 1-2 lines per skill. Only write implications that follow from the Take and deltas — don't generate generic advice.
## Token Picks Made
| Date | Token | Price | Thesis |
|------|-------|-------|--------|
[Rebuild verbatim from the prior file. Do not truncate or reorder. Append any new picks found in the last 7 days of memory/logs/ that aren't already in the table.]
---
*Sources — btc/eth: CoinGecko · defi: DeFiLlama · sentiment: alternative.me · markets: Polymarket*
*Source status: coingecko=[ok|fail] defillama=[ok|fail] fng=[ok|fail] polymarket=[ok|fail] websearch=[ok|fail]*
Preserve-on-failure rule: If 3+ sources fail, do not overwrite market-context.md. Instead, append a one-line staleness note to the existing file's Source Status line (last attempt ${today} failed: sources [...]) and skip the overwrite. A stale-but-valid file is strictly better than a broken one. Use the last known value from the prior file for any single failed source (do not fabricate).
Send via ./notify (single call, plain markdown). Cap the message at 4000 chars — trim lowest-signal sections first (order: Stablecoins, DEX top-3, Top chains #3, Prediction Markets).
Combined (empty var): one notification, leading with the Take, then the positions alert block only if any position flagged, then the DeFi read, then the macro snapshot:
*Crypto — ${today}* — <Take regime> (conviction <level>) | DeFi <Verdict>: <≤12-word regime read>
<positions alert block — include ONLY if ≥1 position flagged (see Facet A template)>
*TVL:* $X.XXT (+X.X% 24h, +X.X% 7d)
*Top chains*
1. Ethereum — $XXXB (+X.X%)
2. Solana — $XXB (+X.X%)
3. Tron — $XXB
*Movers*
↑ Sui +12% ($1.8B → $2.0B) — <≤15-word why>
↓ Base −7% ($9.2B → $8.6B) — <≤15-word why>
↑ Pendle +18% ($4.0B → $4.7B) — <≤15-word why>
↓ Ethena −11% ($5.1B → $4.5B) — <≤15-word why>
*Fees leaders (24h)*
1. Tether — $XXM (+X% vs 7d avg)
2. Circle — $XXM (flat)
3. Uniswap — $XXM (−X%)
*Fees beating TVL*
• Hyperliquid — fees +42% / TVL +3% (7d) — demand outrunning deposits
*DEX vol (24h):* $X.XB (+X%) top: Uniswap $XB, PancakeSwap $XB, Jupiter $XB
*Stables:* $XXXB (+0.X%) — USDe +1.2% only notable single-issuer move
*Real yield (sustainable, ≥$10M, filtered)*
• stETH (Lido, ETH) — 3.2% apyBase ($21B TVL)
• sUSDS (Sky, ETH) — 6.1% apyBase ($2.1B TVL)
• GHO savings (Aave, ETH) — 7.0% apyBase ($400M TVL)
*Incentive yield (points / emissions, ≥$25M)*
• <pool> — 18% apy via $XYZ rewards ($80M TVL)
• <pool> — 14% apy via $ABC rewards ($60M TVL)
*Macro:* BTC $X (±X%) / ETH $X (±X%) · F&G X (label) · breadth N/20 · hot market: "[polymarket q]" YES X%
_sources: llama_tvl=ok llama_dex=ok llama_fees=ok llama_stables=ok llama_yields=ok coingecko=ok fng=ok polymarket=ok websearch=ok | var: ${var:-none}_
macro-only or focus run: same as above without the positions block.
positions / positions:<label> run: send the Facet A positions template only if flagged; otherwise send nothing.
Short macro-only alternative (when you prefer the terse market-context ping, e.g. a macro focus with no DeFi movers surviving filters, under 500 chars):
market context — ${today}
take: [regime] (conviction [level])
BTC $X (±X%) / ETH $X (±X%) · F&G X ([label])
breadth N/20 · TVL $XB (±X% 7d)
top narrative: [name] ([phase])
hot market: "[polymarket q]" YES X%
Edit rules before sending:
"no obvious catalyst" stays — do not invent causes._no real-yield pools cleared filter today — apyMean30d gates tightened_).fail, prefix the title with [DEGRADED] and note which in the footer.DEFI_OVERVIEW_ERROR: all DeFiLlama endpoints failed and stop the Macro facet.Append to memory/logs/${today}.md. Include the blocks for whichever facets ran.
Positions facet — per-position current values and any flags raised (the next run's diff depends on these lines being present). If no DeFi positions configured, log DEFI_MONITOR_NO_CONFIG; on a quiet run with positions present, log DEFI_MONITOR_OK:
### defi-overview (positions)
- <Label> (chain): TVL $X | APR Y% | position <details> | flag: <none|yield Δ / TVL drop / liquidation / IL>
- ...
- Status: DEFI_MONITOR_OK | DEFI_MONITOR_NO_CONFIG
Macro facet:
### defi-overview
- Var: ${var:-none}
- Take: <regime> (conviction <level>) — <regime read>
- Verdict: <Risk-on|Risk-off|Sideways|Mixed> — <regime read>
- TVL: $X.XXT (+X.X% 24h) | BTC $X (±X%) ETH $X (±X%) F&G X (label)
- Breadth: N/20 green
- Top mover up: <chain/protocol> +X% Top mover down: <chain/protocol> −X%
- Fees leader: <protocol> $XXM
- Top narrative: <name> (<phase>)
- Polymarket highlight: "<question>" YES X%
- Real-yield count: N Incentive-yield count: N
- Sources: tvl=ok dex=ok fees=ok stables=ok yields=ok coingecko=ok fng=ok polymarket=ok websearch=ok
- Updated memory/topics/market-context.md: yes|no (preserve-on-failure)
curl them directly. CoinGecko goes through ./secretcurl with the {COINGECKO_API_KEY} placeholder (see B1), sent only when the key is set. For every endpoint, if the call fails or returns a non-JSON body, retry once with WebFetch against the same URL (for CoinGecko, WebFetch drops the key header — the free tier works) before marking the source fail.eth_call (Positions facet): public RPCs are keyless — curl them, and fall back to WebFetch (it accepts the JSON body for POSTs) if a call fails. For an auth-required RPC, call ./secretcurl with the key as a {ENV_NAME} placeholder (in the URL path) — never inline a bare $SECRET.COINGECKO_API_KEY is optional and injected as env only; if a source fails and both curl and WebFetch fail with no prior value, write n/a — never guess.COINGECKO_API_KEY — CoinGecko Pro API key (optional; increases rate limits; free tier works without it).n/a. In the "why" line, "no obvious catalyst" is a valid answer — never invent one.market-context.md before adding new rows. The rest of the file is overwritten; only this table is carried forward. Never drop or reorder rows.memory/on-chain-watches.yml is not an error.