Skill Claude CodeCodex
Use when evaluating crypto networks and companies through an a16z crypto lens: web3 adoption, infrastructure vs apps, open networks, and long-duration crypto ecosystem investing.
Skill Claude CodeCodex
Use when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold long-duration tech bets.
Skill Claude CodeCodex
Use when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
Skill Claude CodeCodex
Use when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style crypto market framework.
Skill Claude CodeCodex
Use when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.
Skill Claude CodeCodex
Use when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
Skill Claude CodeCodex
Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.
Skill Claude CodeCodex
Use when evaluating Cathie Wood-style disruptive innovation themes: S-curves, converging technologies, long-duration growth, platform adoption, and multiyear innovation portfolios.
Skill Claude CodeCodex
A framework for judging Chinese A-share stocks that have reached the daily price-rise limit, using market mood, sector leadership, and trading momentum.
Skill Claude CodeCodex
Use when evaluating crypto decisions through a Cobie-style cycle filter: common-sense risk, narrative traps, leverage humility, and avoiding obvious stupid trades.
Skill Claude CodeCodex
Use when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs.
Skill Claude CodeCodex
Use when evaluating crypto charts through a CryptoCred-style structure lens: levels, confluence, market structure, risk definition, and educational technical process.
Skill Claude CodeCodex
Use when evaluating portfolios through Ray Dalio-style economic machine, debt cycles, diversification, risk parity, and all-weather asset allocation.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Use when evaluating Nicolas Darvas-style box breakouts, new-high momentum, volume confirmation, and mechanical stop placement for liquid growth stocks.
Skill Claude CodeCodex
Use when evaluating crypto sectors through a Delphi-style thematic research lens: sector maps, tokenomics, narrative timing, and research-driven crypto allocation.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Use when evaluating top-down macro trades, liquidity regimes, currency/rates/equity themes, concentrated risk-taking, and quick loss-cutting in a Stanley Druckenmiller style.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Use when evaluating David Einhorn-style forensic shorts and longs: accounting red flags, governance problems, capital allocation failures, and evidence-based short theses.
Skill Claude CodeCodex
An investing analysis method based on Feng Liu's reverse or contrarian approach. It looks for situations where the crowd may be wrong and where potential gains outweigh the downside.
Skill Claude CodeCodex
Use when evaluating startups through a Founders Fund-style lens: contrarian conviction, hard tech, bold product ambition, non-consensus markets, and high-upside company building.
Skill Claude CodeCodex
Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.
Skill Claude CodeCodex
Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money theses.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: