questflowai/investorskills

# a16z Crypto

Use this skill to apply a16z crypto-style judgment.

## When To Use

Use this skill when the user asks for:

- web3 company diligence
- crypto infrastructure vs app debate
- a16z crypto thesis
- open network adoption

Trigger phrases include `a16z crypto`, `web3 adoption`, `crypto infrastructure`, `State of Crypto`, `open network`.

# a16z Techno-Optimist

Use this skill to apply Andreessen Horowitz-style judgment.

## When To Use

Use this skill when the user asks for:

- AI/software platform diligence
- crypto network thesis
- market-creation startup
- techno-optimist sector bet
- a16z-style platform analysis

# Ackman Concentrated Activism

Use this skill to apply Bill Ackman-style judgment.

## When To Use

Use this skill when the user asks for:

- concentrated long thesis
- activism campaign
- quality compounder with catalyst
- Pershing Square style review

Trigger phrases include `Ackman`, `Pershing Square`, `concentrated long`, `activism`, `multiyear thesis`.

# Ansem Crypto

Use this skill to apply an Ansem-style crypto judgment framework: combine long-term crypto theses, ecosystem rotation, app-token discovery, comparative valuation, technical confirmation, and attention/liquidity reflexivity before the broader market fully prices it.

## When To Use

Use this skill when the user asks for:

- Crypto narrative analysis
- Memecoin or community-token evaluation
- Solana ecosystem momentum reads
- L1 versus application-token relative value
- 70/30 core/speculative portfolio structuring
- Attention and social distribution as market signals

# Arthur Hayes Liquidity

Use this skill to apply Arthur Hayes-style judgment.

## When To Use

Use this skill when the user asks for:

- crypto macro regime
- liquidity-driven BTC/ETH risk appetite
- funding/leverage cycle
- Hayes-style crypto essay thesis

Trigger phrases include `Arthur Hayes`, `CryptoHayes`, `dollar liquidity`, `crypto funding`, `risk-on crypto`, `BitMEX`.

# Buffett Value Compounder

Use this skill to apply Buffett-style business ownership analysis: buy understandable, durable businesses with strong economics and honest managers at prices below conservative intrinsic value.

## When To Use

Use this skill when the user asks for:

- Long-term business-quality underwriting
- Moat and owner earnings analysis
- Intrinsic value and margin-of-safety review
- Whether a stock is a durable compounder
- A holding review for a long-term equity position

# Burry Asymmetric Contrarian

Use this skill to apply Michael Burry-style contrarian research: read primary sources, find a non-consensus mispricing, define the exact mechanism that makes the market wrong, and structure a trade with large asymmetry and explicit time/carry risk.

## When To Use

Use this skill when the user asks for:

- Contrarian long or short analysis
- Complex asset mispricing
- Bubble, fraud, credit, mortgage, or capital-structure review
- A Burry-style short thesis or deep-value thesis
- Whether a hated or ignored asset has asymmetric payoff

# Cathie Wood Innovation

Use this skill to apply Cathie Wood-style judgment.

## When To Use

Use this skill when the user asks for:

- innovation theme analysis
- S-curve adoption underwriting
- ARK-style thematic portfolio
- long-duration tech disruption

Trigger phrases include `Cathie Wood`, `ARK`, `disruptive innovation`, `S-curve`, `thematic growth`, `innovation platform`.

# Chen Hao Limit-Up Sentiment

Use this skill to apply Chen Hao / 陈浩-style judgment.

## When To Use

Use this skill when the user asks for:

- A股涨停板 analysis
- market sentiment cycle diagnosis
- board strength and follow-through
- Chen Hao-style aggressive momentum

Trigger phrases include `陈浩`, `Chen Hao`, `涨停板`, `limit up A股`, `市场情绪`, `板强`, `情绪周期`.

# Cobie Cycle Filter

Use this skill to apply Cobie-style judgment.

## When To Use

Use this skill when the user asks for:

- crypto FOMO check
- narrative trap diagnosis
- leverage humility review
- Cobie-style common-sense filter

Trigger phrases include `Cobie`, `crypto common sense`, `narrative trap`, `cycle filter`, `UpOnly`.

# Coleman Tiger Growth

Use this skill to apply Chase Coleman / Tiger Global-style judgment.

## When To Use

Use this skill when the user asks for:

- tech growth underwriting
- SaaS/marketplace/platform analysis
- Tiger Cub style growth portfolio
- unit economics review

Trigger phrases include `Coleman`, `Tiger Global`, `Tiger Cub`, `growth platform`, `unit economics`, `network effects`.

# CryptoCred Structure

Use this skill to apply CryptoCred-style judgment.

## When To Use

Use this skill when the user asks for:

- crypto level mapping
- structure and confluence review
- educational TA process
- CryptoCred-style chart plan

Trigger phrases include `CryptoCred`, `crypto levels`, `confluence`, `market structure TA`, `chart plan`.

# Dalio Principles All-Weather

Use this skill to apply Ray Dalio-style judgment.

## When To Use

Use this skill when the user asks for:

- all-weather portfolio design
- macro regime allocation
- risk parity review
- debt-cycle positioning

Trigger phrases include `Dalio`, `All Weather`, `risk parity`, `economic machine`, `debt cycle`, `diversify`.

# Dan Bin Long-Term Compounder

Use this skill to apply Dan Bin / 但斌-style judgment.

## When To Use

Use this skill when the user asks for:

- Dan Bin-style long-term analysis
- whether a company is a great compounder worth holding for years
- time-as-edge investing
- consumer/pharma/tech quality assessment

Trigger phrases include `但斌`, `Dan Bin`, `时间的玫瑰`, `long term compounder A股`, `东方港湾`, `时间的力量`.

# Darvas Box

Use this skill to apply Nicolas Darvas-style box trading: find strong stocks making new highs, define the box, buy breakouts above the box, and place stops below the box.

## When To Use

Use this skill when the user asks for:

- Darvas Box analysis
- New-high momentum stocks
- Box breakout buy points
- Mechanical stop placement below a consolidation box
- Whether a growth stock is forming a tradable range

# Delphi Thematic Crypto

Use this skill to apply Delphi Digital-style judgment.

## When To Use

Use this skill when the user asks for:

- crypto sector thesis
- tokenomics review
- thematic narrative timing
- Delphi-style research allocation

Trigger phrases include `Delphi`, `crypto thematic research`, `tokenomics`, `sector map`, `crypto narrative research`.

# Deng Xiaofeng Cycle Industry

Use this skill to apply Deng Xiaofeng / 邓晓峰-style judgment.

## When To Use

Use this skill when the user asks for:

- cycle industry analysis
- whether an industry is at cycle bottom or top
- deep industry research thesis
- Deng Xiaofeng-style value with cycle awareness

Trigger phrases include `邓晓峰`, `Deng Xiaofeng`, `cycle industry`, `行业周期`, `supply demand cycle`, `周期底部`.

# Druckenmiller Macro

Use this skill to apply Stanley Druckenmiller-style macro judgment: identify the dominant factor, align with liquidity and market confirmation, concentrate when the setup is exceptional, and cut losses quickly when wrong.

## When To Use

Use this skill when the user asks for:

- Top-down macro trade analysis
- Liquidity and central-bank regime review
- Currency, rates, equity index, or commodity theme analysis
- Whether to press a high-conviction winner
- Risk management for concentrated macro positions

# Duan Yongping Benfen Value

Use this skill to apply Duan Yongping / 段永平-style judgment.

## When To Use

Use this skill when the user asks for:

- benfen-style value analysis
- whether a business is good and understandable
- long-term hold decision
- whether price is right for a quality business

Trigger phrases include `段永平`, `Duan Yongping`, `benfen`, `本分`, `good business right price`, `做对的事情`, `时间的朋友`.

# Einhorn Forensic Short

Use this skill to apply David Einhorn-style judgment.

## When To Use

Use this skill when the user asks for:

- forensic short
- accounting red flags
- governance failure
- capital allocation short/long

Trigger phrases include `Einhorn`, `Greenlight`, `forensic accounting`, `short thesis`, `accounting red flags`, `governance short`.

# Feng Liu Reverse Weak-Hand

Use this skill to apply Feng Liu / 冯柳-style judgment.

## When To Use

Use this skill when the user asks for:

- 弱者体系 analysis
- reverse/contrarian A-share decision
- asymmetric risk/reward setup
- whether consensus is wrong and downside is limited

Trigger phrases include `冯柳`, `Feng Liu`, `弱者体系`, `reverse investing`, `consensus divergence`, `asymmetric`, `逆向投资`.

# Founders Fund Contrarian

Use this skill to apply Founders Fund-style judgment.

## When To Use

Use this skill when the user asks for:

- contrarian startup thesis
- hard-tech diligence
- non-consensus market creation
- Thiel/Founders Fund style review
- zero-to-one product ambition

# Graham Net-Net Value

Use this skill to apply Benjamin Graham-style judgment.

## When To Use

Use this skill when the user asks for:

- net-net screen
- deep statistical value
- balance-sheet bargain
- Graham-style margin of safety

Trigger phrases include `Graham`, `net-net`, `NCAV`, `margin of safety`, `cigar butt`, `Intelligent Investor`.

# Grayscale Crypto Sectors

Use this skill to apply Grayscale Research's public judgment system: classify first, then ask whether the token is index-eligible, whether usage/fees support the use case, and whether valuation vs its Crypto Sector still prices the theme as a rounding error.

## When To Use

Use this skill when the user asks for:

- Grayscale, Crypto Sectors, FTSE/Grayscale indexes, or a Grayscale Top 20
- Zcash / ZEC / ZCSH / privacy-coin institutionalization
- Whether a token belongs in Currencies, Smart Contract Platforms, Financials, Consumer & Culture, Utilities & Services, or AI
- Sector-share valuation vs replacing Bitcoin
- Crypto ETP, trust, NAV premium/discount, or ETF-conversion structure
- Institutional access: custody, listing, legal classification, creation/redemption

# Greenblatt Special Situations

Use this skill to apply Joel Greenblatt-style event-driven value: look where structural reasons force investors to sell or ignore securities, especially spinoffs, restructurings, merger securities, and overlooked quality-value combinations.

## When To Use

- Spinoff or post-spinoff analysis
- Restructuring, rights offering, merger security, or stub analysis
- Magic Formula quality/value screening
- Forced-selling event review

Trigger phrases include `Greenblatt`, `spinoff`, `special situation`, `magic formula`, `event-driven`, `stub`, and `forced selling`.

## Process

# Gundlach Bonds

Use this skill to apply Jeffrey Gundlach-style judgment.

## When To Use

Use this skill when the user asks for:

- bond allocation
- duration and curve trades
- credit vs rates decision
- fixed-income risk review

Trigger phrases include `Gundlach`, `DoubleLine`, `duration`, `yield curve`, `credit spreads`, `bonds`, `fixed income`.

# Hindenburg Investigation

Use this skill to apply Hindenburg Research-style judgment.

## When To Use

Use this skill when the user asks for:

- investigative short report
- stock promotion suspicion
- promoter/related-party network
- disclosure failure
- catalyst-driven short thesis

# Hohn Concentrated Quality

Use this skill to apply Chris Hohn-style judgment.

## When To Use

Use this skill when the user asks for:

- concentrated quality portfolio
- pricing-power compounder
- TCI-style engagement
- high-ROIC long

Trigger phrases include `Hohn`, `TCI`, `concentrated quality`, `pricing power`, `high ROIC`, `engagement`.

# Hsaka Crypto TA

Use this skill to apply Hsaka-style judgment.

## When To Use

Use this skill when the user asks for:

- crypto chart structure
- trend vs range diagnosis
- leverage flush timing
- Hsaka-style TA read

Trigger phrases include `Hsaka`, `crypto market structure`, `invalidation`, `crypto TA`, `leverage flush`.

# Icahn Activist

Use this skill to apply Carl Icahn-style activist thinking: identify a valuable but mismanaged company, define what should change, estimate value after change, and assess whether activism can force the catalyst.

## When To Use

- Activist campaign analysis
- Capital allocation, buyback, asset sale, spin, or board-change thesis
- Sum-of-the-parts undervaluation
- Governance and management pressure review

Trigger phrases include `Icahn`, `activist`, `board`, `buyback`, `asset sale`, `sum of parts`, `proxy fight`, and `capital allocation`.

## Process

# Klarman Deep Value

Use this skill to apply Seth Klarman-style deep value: buy assets at large discounts to conservative value when complexity, illiquidity, distress, or forced selling creates a margin of safety.

## When To Use

- Deep value and distressed analysis
- Liquidation value, asset value, or hidden value review
- Forced-seller and illiquidity discount opportunities
- Downside-first portfolio review

Trigger phrases include `Klarman`, `Baupost`, `margin of safety`, `deep value`, `distressed`, `liquidation value`, and `forced seller`.

## Process

# Li Lu Value

Use this skill to apply Li Lu-style value investing: deeply understand a high-quality business inside the circle of competence, demand downside protection, and hold concentrated positions through long compounding periods.

## When To Use

- Long-term quality/value analysis
- China or global compounder review
- Business owner mindset and downside-first underwriting
- Concentrated portfolio decision

Trigger phrases include `Li Lu`, `Himalaya`, `China value`, `BYD`, `Moutai`, `circle of competence`, and `long-term compounder`.

## Process

# Li Bei Macro Hedge

Use this skill to apply Li Bei / 李蓓-style judgment.

## When To Use

Use this skill when the user asks for:

- macro hedge A-share analysis
- regime identification for Chinese markets
- Li Bei-style macro timing
- position management by conviction

Trigger phrases include `李蓓`, `Li Bei`, `半夏投资`, `macro hedge A股`, `regime identification`, `conviction sizing`.

# Livermore Breakout

Use this skill to apply Jesse Livermore-style trend following: wait for a clear line of least resistance, enter only near pivotal points, add only after the market confirms, and cut losses quickly.

## When To Use

Use this skill when the user asks for:

- A buyable breakout or pivotal-point read
- Trend-following trade planning
- Pyramiding rules for a winning position
- Stop placement and invalidation for a momentum trade
- A pass/fail judgment on whether price action is acting right

# Lynch Growth

Use this skill to apply Peter Lynch-style common-sense growth investing: find understandable companies early, classify the stock type, connect product observation to financial evidence, and monitor whether the story keeps improving.

## When To Use

- Consumer/product-led stock discovery
- Growth stock classification
- PEG and growth runway analysis
- Small/mid-cap compounder review
- Whether a familiar product can become an investable stock

Trigger phrases include `Peter Lynch`, `invest in what you know`, `tenbagger`, `PEG`, `stalwart`, `fast grower`, and `story stock`.

# Howard Marks Cycles

Use this skill to apply Howard Marks-style cycle and risk judgment: identify where markets are in the cycle, compare price to value and risk premium, and decide whether to be defensive or aggressive.

## When To Use

Use this skill when the user asks for:

- Market cycle diagnosis
- Credit spread and risk premium review
- Second-level thinking on a crowded view
- Defensive or aggressive portfolio posture
- Whether risk is being rewarded or ignored

# Minervini VCP

Use this skill to apply Mark Minervini-style Volatility Contraction Pattern analysis: find leading stocks in uptrends, wait for volatility to contract through successive pullbacks, buy the breakout through a pivot, and cut quickly if the setup fails.

## When To Use

Use this skill when the user asks for:

- VCP pattern review
- Platform/base breakout analysis
- Tightness and volatility contraction checks
- Moving-average and relative-strength alignment
- Entry, stop, and add plan for a growth leader

# Muddy Waters Forensic Short

Use this skill to apply Muddy Waters / Carson Block-style judgment.

## When To Use

Use this skill when the user asks for:

- forensic short report
- fraud or channel-stuffing suspicion
- related-party complexity
- cash/revenue verification
- China/overseas complex structure short

# Multicoin Thesis VC

Use this skill to apply Multicoin Capital-style judgment.

## When To Use

Use this skill when the user asks for:

- crypto sector thesis
- L1/L2 value capture
- Multicoin-style high-conviction crypto bet
- token network underwriting

Trigger phrases include `Multicoin`, `Kyle Samani`, `fat protocol`, `token value capture`, `Solana thesis`, `crypto sector bet`.

# Munger Mental Models

Use this skill to apply Charlie Munger-style judgment: invert the problem, remove obvious stupidity, examine incentives, use multiple mental models, and only act when quality and understanding are unusually high.

## When To Use

Use this skill when the user asks for:

- Mental-model analysis of an investment
- Inversion and pre-mortem review
- Incentive and management-quality analysis
- Whether a decision is inside the circle of competence
- Concentrated decision review before acting

# Nick Sleep Scale Economies Shared

Use this skill to apply Nick Sleep-style long-term compounding: find businesses that share scale economies with customers, widen their moat by lowering prices, and compound for years with minimal trading.

## When To Use

- Amazon/Costco-style compounder analysis
- Customer-value flywheel review
- Long-term low-turnover portfolio decisions
- Whether scale benefits are shared or extracted

Trigger phrases include `Nick Sleep`, `Nomad`, `scale economies shared`, `Amazon`, `Costco`, `customer obsession`, and `long runway`.

## Process

# O'Neil CAN SLIM

Use this skill to apply William O'Neil-style growth stock selection: find companies with accelerating earnings and sales, strong relative strength, constructive bases, institutional sponsorship, and a favorable general market.

## When To Use

Use this skill when the user asks for:

- CAN SLIM analysis
- Growth stock screening
- Relative strength and earnings acceleration checks
- Cup-with-handle, flat base, or base breakout review
- A 7-8% stop-loss plan for a growth stock trade

# Paradigm Crypto Research

Use this skill to apply Paradigm-style judgment.

## When To Use

Use this skill when the user asks for:

- protocol diligence
- L2/MEV/incentives analysis
- research-driven crypto thesis
- Paradigm-style protocol review

Trigger phrases include `Paradigm`, `Hasu`, `MEV`, `mechanism design`, `protocol research`, `L2 research`.

# Placeholder Token Networks

Use this skill to apply Placeholder-style judgment.

## When To Use

Use this skill when the user asks for:

- token network diligence
- open network thesis
- Placeholder-style crypto asset framework
- long-duration network ownership

Trigger phrases include `Placeholder`, `Chris Burniske`, `token network`, `crypto asset framework`, `open networks`.

# Paul Tudor Jones Macro Trend

Use this skill to apply PTJ-style macro trading: identify major macro/technical turning points, align with trend and liquidity, and prioritize not losing big over being right.

## When To Use

- Macro trend and turning-point analysis
- Equity index, rates, FX, commodity setup review
- Crash-risk and risk-control discussion
- Whether to press or cut a macro trade

Trigger phrases include `PTJ`, `Paul Tudor Jones`, `macro trend`, `turning point`, `crash`, `risk control`, and `200-day`.

## Process

# Qiu Guolu Value Quality

Use this skill to apply Qiu Guolu / 邱国鹭-style judgment.

## When To Use

Use this skill when the user asks for:

- Qiu Guolu-style value analysis
- whether a company is an industry leader worth owning
- simple clear thesis evaluation
- A-share quality stock screening

Trigger phrases include `邱国鹭`, `Qiu Guolu`, `投资中最简单的事`, `行业龙头`, `value quality A股`, `简单清晰`.

# Schloss Cigar-Butt Value

Use this skill to apply Walter Schloss-style judgment.

## When To Use

Use this skill when the user asks for:

- cigar-butt portfolio
- cheap stock basket
- balance-sheet value screen
- Schloss-style deep value

Trigger phrases include `Schloss`, `cigar butt`, `cheap stock basket`, `book value discount`, `deep value diversification`.

# Sequoia Founder Market

Use this skill to apply Sequoia Capital-style judgment.

## When To Use

Use this skill when the user asks for:

- startup diligence
- founder evaluation
- PMF assessment
- Series A-C company quality
- Sequoia-style long-term compounder screen

# Serenity Supply-Chain Chokepoints

Use this skill to apply Serenity / `@aleabitoreddit` style research: reverse-map an AI, semiconductor, photonics, power, neocloud, or hardware theme into its upstream supply-chain bottlenecks, then look for obscure public companies whose importance is underpriced before institutions rotate in.

## When To Use

Use this skill when the user asks for:

- AI/semiconductor supply-chain analysis
- Photonics, CPO, optical transceiver, InP, SiPh, memory, power/grid, rare-earth, robotics, or neocloud themes
- Whether a small-cap stock is a real bottleneck or just a meme
- A Serenity-style read on tickers like AXTI, SIVE, AAOI, LITE, COHR, MRVL, AVGO, MU, SNDK, NBIS, IREN, CRWV, MP, RPI, AEHR
- Institutional rotation analysis across AI infrastructure supply chains

# Seykota Systematic Trend

Use this skill to apply Ed Seykota-style systematic trend following: define mechanical entries and exits, cut losses, ride winners, size by volatility, and avoid overriding the system emotionally.

## When To Use

- Systematic trend-following strategy design
- Futures/FX/crypto trend system review
- Whipsaw, drawdown, and risk discipline discussion
- Rule-based trading process design

Trigger phrases include `Seykota`, `systematic trend`, `trend following`, `ride winners`, `cut losses`, `whipsaw`, and `mechanical system`.

## Process

# Shi Hanbing Macro Interest Analysis

Use this skill to apply Shi Hanbing / 时寒冰-style judgment.

## When To Use

Use this skill when the user asks for:

- macro interest analysis
- policy prediction from incentives
- Shi Hanbing-style trend analysis
- macro regime identification for A-shares

Trigger phrases include `时寒冰`, `Shi Hanbing`, `利益分析法`, `macro trend A股`, `policy incentive`, `趋势分析`.

# Simons Quant

Use this skill to apply a Renaissance-style quantitative lens: convert market intuition into testable signals, combine many small edges, validate statistically, control execution costs, and monitor signal decay.

## When To Use

- Quant strategy design or review
- Signal research, factor testing, and backtest critique
- Statistical arbitrage and many-small-edges portfolio thinking
- Whether a trading rule is robust or overfit

Trigger phrases include `Simons`, `Renaissance`, `Medallion`, `quant`, `stat arb`, `backtest`, `signal`, `alpha decay`, and `overfit`.

## Process

# Soros Reflexivity

Use this skill to apply George Soros-style reflexivity: identify where participant beliefs and market prices reinforce each other, test whether the feedback loop is unstable, and structure asymmetric macro trades with explicit invalidation.

## When To Use

Use this skill when the user asks for:

- Macro dislocation analysis
- Reflexive boom/bust dynamics
- Currency, rates, credit, equity index, or commodity regime shifts
- Crowded positioning and squeeze risk
- Asymmetric trade structuring

# Spruce Point Accounting Short

Use this skill to apply Spruce Point Capital-style judgment.

## When To Use

Use this skill when the user asks for:

- accounting-quality short
- cash conversion failure
- aggressive non-GAAP
- serial acquirer skepticism
- governance and compensation red flags

# Tang Nengtong Short-Term TA

Use this skill to apply Tang Nengtong / 唐能通-style judgment.

## When To Use

Use this skill when the user asks for:

- A-share short-term TA
- volume-price breakout analysis
- MA system buy/sell signals
- Tang Nengtong-style technical entry

Trigger phrases include `唐能通`, `Tang Nengtong`, `短线是银`, `A股技术分析`, `volume price A股`, `MA system breakout`.

# Templeton Max Pessimism

Use this skill to apply John Templeton-style judgment.

## When To Use

Use this skill when the user asks for:

- maximum pessimism
- country/sector crisis value
- global contrarian opportunity
- Templeton-style recovery trade

Trigger phrases include `Templeton`, `maximum pessimism`, `global value`, `crisis buying`, `contrarian recovery`.

# Tepper Distressed Macro

Use this skill to apply David Tepper-style distressed macro judgment: buy when panic prices in disaster, policy backstops improve survival odds, and the capital structure offers asymmetric recovery.

## When To Use

- Crisis and post-crisis bank/credit analysis
- Distressed debt or equity recovery trades
- Policy backstop and bailout analysis
- Capital-structure asymmetry review

Trigger phrases include `Tepper`, `distressed`, `bank stress`, `policy backstop`, `bailout`, `credit panic`, and `recovery trade`.

## Process

# Turtle Trading

Use this skill to apply Turtle-style systematic breakout trading: buy/sell breakouts, size by ATR, add by N units, control portfolio heat, and follow rules without discretion.

## When To Use

- Donchian breakout strategy review
- ATR/N-unit position sizing
- Rule-based futures, FX, crypto, or stock trend system
- Portfolio heat and pyramiding plan

Trigger phrases include `Turtles`, `Richard Dennis`, `Donchian`, `ATR`, `N unit`, `20-day breakout`, `55-day breakout`, and `systematic breakout`.

## Process

# USV Network Effects

Use this skill to apply Union Square Ventures-style judgment.

## When To Use

Use this skill when the user asks for:

- marketplace diligence
- network-effect analysis
- protocol/platform evaluation
- defensibility review
- USV-style network business screen

# Watsa Insurance Float Value

Use this skill to apply Prem Watsa-style judgment.

## When To Use

Use this skill when the user asks for:

- insurance float analysis
- Fairfax-style capital allocation
- contrarian value with insurance engine
- float-driven compounding

Trigger phrases include `Watsa`, `Fairfax`, `insurance float`, `contrarian value`, `float compounding`.

# Willy Woo On-Chain

Use this skill to apply Willy Woo-style judgment.

## When To Use

Use this skill when the user asks for:

- BTC cycle diagnosis
- on-chain demand/supply
- holder behavior regime
- Willy Woo-style on-chain read

Trigger phrases include `Willy Woo`, `on-chain`, `realized price`, `holder behavior`, `woobull`, `BTC cycle`.

# YC Early PMF

Use this skill to apply Y Combinator-style judgment.

## When To Use

Use this skill when the user asks for:

- pre-seed/seed diligence
- PMF diagnosis
- early startup advice
- YC-style company review
- default alive vs default dead

# Zhang Lei Long-Term Research Value

Use this skill to apply Zhang Lei / 张磊 (Hillhouse Capital)-style judgment.

## When To Use

Use this skill when the user asks for:

- Zhang Lei / Hillhouse-style analysis
- whether a company is worth holding for a decade
- deep research + active value-add investing
- great company at fair price in China/Asia

Trigger phrases include `张磊`, `Zhang Lei`, `高瓴资本`, `Hillhouse`, `做时间的朋友`, `价值投资`, `长期主义`.