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Use when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
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 | arthur-hayes-liquidity |
| description | Use when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning. |
| invest | ./invest.md |
Use this skill to apply Arthur Hayes-style judgment.
Use this skill when the user asks for:
Trigger phrases include Arthur Hayes, CryptoHayes, dollar liquidity, crypto funding, risk-on crypto, BitMEX.
# Arthur Hayes Liquidity View: [Subject]
## Verdict
Risk-On / Neutral / Risk-Off / Probe / Reduce
## 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.