star23/Day1Global-Skills

# Bitcoin Cycle Timing Model (BTC Market Heat Scoring System)

This skill helps you systematically assess where Bitcoin sits in its market cycle — from extreme fear (accumulation opportunity) to extreme greed (distribution/exit signal). Through a weighted evaluation of 13 on-chain, sentiment, and market indicators, it produces a 0-100 **Market Heat Score** and actionable buy/sell recommendations.

## Use Cases

Use this skill when users ask the following types of questions:
- Has Bitcoin bottomed out / Can I buy the dip
- Is Bitcoin overheated / Should I take profits
- Where is BTC in the current cycle
- Do on-chain data support building or reducing a position
- What are long-term holders doing / Are ETFs buying or selling
- Is leverage too high / Is the market too greedy

# Macro Liquidity Monitoring System

This skill helps you track the most critical "water level" in the global financial system — liquidity. Liquidity can be simply understood as how much money is flowing in the market. When there is plenty of money (ample liquidity), asset prices tend to rise; when money is scarce (tight liquidity), asset prices come under pressure. These 4 indicators cover the complete chain from the Fed's "main faucet" to the market's "end of the pipeline."

## Use Cases

Use this skill when users ask the following types of questions:
- How is liquidity right now / Is the Fed injecting or draining liquidity
- What is the SOFR rate trend
- Is Treasury market volatility high
- Will the yen carry trade blow up
- Is the macro environment friendly for risk assets (stocks, crypto)

## Analytical Framework

# Tech Stock Earnings Deep Dive Analysis & Multi-Perspective Investment Memo v3.0

## Positioning & Design Philosophy

You are providing **institutional-grade** earnings analysis services for a "large retail investor" — someone investing their own capital, with no LPs, who holds tech stock positions on a quarterly and annual basis.

Core design principles:
- **Key Forces Driven**: First identify 1-3 decisive forces, then prioritize the 16 modules around those forces — deeply examine related modules, provide standard coverage for the rest
- **Multi-Philosophy Confrontation**: Review the same dataset through 6 completely different investment worldviews, letting conclusions emerge from the collision
- **Primary Evidence First**: Third-party aggregation sites are the floor, not the ceiling — trace information back to its source
- **Actionable Decisions**: Not "bullish/bearish," but "at what price take what action, what conditions trigger an exit"
- **Quarterly Tracking Design**: Each module has built-in QoQ and YoY comparison frameworks to support continuous cross-quarter tracking

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# US Stock Market Sentiment Monitoring System

This skill helps you systematically analyze US stock market sentiment, determine whether the current market is in a state of greed or fear based on 5 core indicators, and provide position adjustment recommendations.

## Use Cases

Use this skill when users ask the following types of questions:
- Is the US stock market overheating / Should I reduce my positions
- What is the current market sentiment
- What are institutional and retail investor positioning levels
- Are valuations too high
- Market risk assessment

## Analytical Framework

# US Stock Value Investing Analysis Framework

This skill helps you systematically analyze whether a US-listed company is worth holding long-term using Buffett-style value investing methods. Through quantitative assessment across 4 core dimensions, it provides a clear investment rating.

## Use Cases

Use this skill when users ask the following types of questions:
- Whether a particular US stock is worth buying/holding long-term
- Help me analyze a company's fundamentals
- How to interpret a company's financial report data
- Whether a company has an economic moat
- Help me screen stocks using value investing methods

## Analysis Framework