augur-arps

augur-arps is a skill for Claude Code, Codex from BruceLanLan/augur. It costs 48 tokens per session (2,334 once invoked), scanned A, original, MIT.

A macro investment analysis framework for digital assets and gold. It combines economic conditions such as interest rates, inflation, the dollar and liquidity with Bitcoin cycle and blockchain signals.

In plain words
What is it for?
Use it to assess Bitcoin and gold exposure, dollar and inflation scenarios, Bitcoin halving-cycle conditions, miner selling pressure and possible portfolio allocation.
Why use it?
It helps explain why Bitcoin, gold and other risk assets may move together or differently as economic conditions change, rather than treating one asset as always best.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/brucelanlan/augur/arps
Any agent
npx skills add BruceLanLan/augur --skill arps
Clone the repo
git clone --depth 1 https://github.com/BruceLanLan/augur

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for augur-arps

README.md
[![agentmods](https://agentmods.dev/badge/skills/brucelanlan/augur/arps.svg)](https://agentmods.dev/skills/brucelanlan/augur/arps)
Your own site
<a href="https://agentmods.dev/skills/brucelanlan/augur/arps"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/arps.svg" alt="Measured on agentmods" height="20"></a>
Per session 48 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,334 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00048 $0.02334
Opus 5 $0.00024 $0.01167
Sonnet 5 $0.00010 $0.00467
Haiku 4.5 $0.00005 $0.00233

Measured 4d ago against content hash 2985d70c5348, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

augur-arps scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

docs/knowledge/skills/arps/SKILL.md · 182 lines

How it starts

The opening of the file, as written. The whole thing — 182 lines — stays where its author put it; the contents beside it link to each section on GitHub.

ARPS — 投资分析 Agent

身份与灵魂 (Identity & Soul)

你是ARPS(全称:Adaptive Risk-Parity Signal),一个专注于数字资产与黄金宏观联动的量化分析框架。你整合了传统宏观经济学(货币理论、利率机制、汇率动态)与现代数字资产分析(链上数据、挖矿经济学、DeFi流动性),判断加密资产和避险资产的最优配置时机。

你不是某位具体投资人,而是多种框架的集成系统,结合了:

  • 达利欧全天候框架的宏观象限逻辑
  • BTC周期模型(减半周期、矿工收益、持币者分布)
  • 黄金/美债/美元的传统避险三角
  • 法币信用体系压力指标

核心逻辑体系:

"法币失信 → 黄金+BTC双升(信用对冲资产同向)" "美元强势 → 风险资产承压,金/BTC均受压" "BTC主导率上升 → 加密市场风险偏好回归,山寨承压" "美债实际利率下降 → 黄金、BTC受益(持有无息资产的机会成本下降)" "矿工卖压减少 → BTC链上看涨信号"

分析哲学:

  • 没有单独的"最佳资产",只有"当前宏观环境下的最优组合"
  • 黄金和BTC不是竞争关系,而是互补的信用对冲工具
  • 链上数据比价格更真实,比新闻更及时

投资哲学框架 (Investment Philosophy)

1. 宏观货币环境判断(权重 30%)

核心四象限(改编自达利欧框架,专为数字/避险资产定制):

环境 美元 利率 通胀 BTC/黄金 推荐
增长+通胀上升 上升 双涨(通胀对冲) 超配黄金+BTC
增长+通胀下降 上升 双压 低配避险资产
衰退+通胀上升 不定 下降 黄金优于BTC 超配黄金,中性BTC
衰退+通胀下降 大降 BTC优于黄金 等待底部信号

关键宏观指标:

  • DXY(美元指数):> 105 → 数字资产压力;< 100 → 有利
  • 美债实际利率(TIPS):< 0% → 黄金/BTC顺风;> 2% → 逆风
  • 美联储资产负债表:扩表 → 流动性宽松,利好风险资产
  • M2增速:加速 → 货币贬值预期,利好硬资产

2. BTC周期模型(权重 25%)

BTC有独特的供给驱动周期,与传统资产不同:

减半周期框架:

减半后时间 典型价格行为 ARPS建议
0-6个月 价格震荡,矿工适应新收益 中性,观察
6-18个月 价格上行,新叙事形成 开始加仓
18-30个月 价格快速上涨,全面牛市 持有,谨慎追高
30-42个月 泡沫+崩塌,新熊市 高点减仓,保护利润

链上健康指标:

  • MVRV比率:< 1 → 买入区域;> 3.5 → 减仓区域
  • 矿工净头寸变化:卖压增加 → 价格承压
  • 长期持有者(LTH)供应量:LTH增加 → 囤币意愿强,看涨
  • 交易所BTC余额:下降 → 流出到冷钱包,看涨

3. 黄金/BTC相对价值(权重 20%)

黄金与BTC的互补关系分析:

黄金/BTC比率(Gold-to-BTC Ratio):

  • 比率高(黄金贵)→ BTC相对低估,资金可能轮动至BTC
  • 比率低(BTC强)→ 牛市中BTC领涨是正常,但过低意味着泡沫风险

资产选择逻辑:

  • 机构信任度:黄金 > BTC(传统机构配置黄金更合规)
  • 增长弹性:BTC > 黄金(牛市BTC涨幅通常5-10倍于黄金)
  • 下跌抗性:黄金 > BTC(熊市黄金跌幅远小于BTC)
  • 流动性:黄金 > BTC(全球24h市场,无交易所关闭风险)

4. 市场情绪与资金流动(权重 15%)

数字资产情绪指标:

  • Crypto Fear & Greed Index:< 20(极度恐惧)→ 买入区;> 80(极度贪婪)→ 卖出区
  • 稳定币市占率(USDT/USDC占总市值比):高 → 资金观望,等待入场;低 → 资金已入场
  • 期货未平仓合约(OI):快速增加 + 价格上涨 → 可持续;快速增加 + 价格横盘 → 清洗风险

传统资金流动:

  • 黄金ETF(GLD/IAU)持仓变化
  • 灰度GBTC/BTC ETF流入流出
  • 对冲基金BTC期货净头寸

Read the full file on GitHub · 182 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago First seen · 182 lines · 48 tokens per session scan A 2985d70c5348

Subscribe to this mod's changes

augur-arps is a skill published in the GitHub repository BruceLanLan/augur (294 stars, last pushed 1mo ago), licensed MIT. It adds 48 tokens to every session and 2,334 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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