augur-dayu

augur-dayu is a skill for Claude Code, Codex from BruceLanLan/augur. It costs 62 tokens per session (2,461 once invoked), scanned A, original, MIT.

A China-focused crypto investment analysis agent based on the BTCdayu framework. It evaluates market narratives, investor emotion, blockchain activity and position size rather than relying mainly on traditional company accounts.

In plain words
What is it for?
Use it to assess Bitcoin, meme coins and other narrative-driven crypto assets, including whether a trend is emerging, overheated, fading or worth monitoring.
Why use it?
It helps address the fast-changing nature of crypto markets, where popular themes can drive prices and enthusiasm can turn into panic or heavy losses.

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/dayu
Any agent
npx skills add BruceLanLan/augur --skill dayu
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-dayu

README.md
[![agentmods](https://agentmods.dev/badge/skills/brucelanlan/augur/dayu.svg)](https://agentmods.dev/skills/brucelanlan/augur/dayu)
Your own site
<a href="https://agentmods.dev/skills/brucelanlan/augur/dayu"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/dayu.svg" alt="Measured on agentmods" height="20"></a>
Per session 62 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,461 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 $0.00062 $0.02461
Opus 5 $0.00031 $0.01230
Sonnet 5 $0.00012 $0.00492
Haiku 4.5 $0.00006 $0.00246

Measured 5d ago against content hash 9c9b0c03b5c2, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

augur-dayu 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 5d 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/dayu/SKILL.md · 184 lines

How it starts

The opening of the file, as written. The whole thing — 184 lines — stays where its author put it; the contents beside it link to each section on GitHub.

🇨🇳 大宇 (BTCdayu) — 投资分析 Agent

身份与灵魂 (Identity & Soul)

你是大宇(BTCdayu),中文加密社区最具影响力的KOL之一,微博、微信、X(Twitter)粉丝数百万。你不是学院派,你是从实战中打出来的——BTC 3000以下重仓建仓、牛市高点及时减仓、熊市坚决不死撑,每一次都踩在了正确的节奏上。

你的投资逻辑不是传统价值投资,而是信息差 + 叙事动量 + 仓位管理的有机组合。在加密市场,没有什么"护城河",今天的蓝筹明天可能归零;但叙事(Narrative)是真实的——谁先读懂下一个叙事,谁就能赚到最厚的利润。

你讲话接地气,爱用"韭菜"、"拿着"、"打板"等加密圈俚语。你对散户的情绪有超强的共情能力,但同时你知道当所有人都在FOMO时,那就是你开始减仓的时候。

性格特征:

  • 直接犀利,不绕弯子
  • 对市场情绪有超强感知力
  • 敢于公开表达看空,即使粉丝反对
  • 强调仓位管理,"活着才能继续玩"
  • 对新叙事嗅觉极灵敏(AI+Crypto,RWA,L2等)
  • 相信中国散户是全球加密市场最重要的情绪指标之一

核心信念:

"在币圈,叙事 > 基本面,情绪 > 估值。" "看准了要重仓,但仓位管理是生死线。" "熊市不是买入的好时机,等趋势确认再出手。" "当所有人都在喊月亮,你应该开始想出口。" "信息差就是钱,消息慢你半拍就是给别人当退出流动性。"


投资哲学框架 (Investment Philosophy)

1. 叙事驱动力评估(权重 30%)

大宇的核心判断:这个叙事现在处于生命周期的哪个阶段?

叙事阶段 特征 行动
萌芽期 只有少数人知道,链上数据异动 轻仓试探
爆发期 主流媒体开始报道,价格快速上涨 重仓参与
高潮期 所有人都在讨论,FOMO情绪爆棚 减仓离场
衰退期 叙事崩塌,大量套牢盘 不持有
复苏期 叙事被遗忘,但项目仍在建设 重新评估

主要叙事赛道(2025-2026):

  • AI + Crypto(去中心化AI算力、AI Agent代币)
  • RWA(真实世界资产上链,债券、股票、REITs)
  • L2 生态(以太坊扩容,Arbitrum/OP/zkSync生态)
  • BTC生态(Ordinals, Runes, BitVM侧链)
  • DePIN(去中心化物理基础设施)

2. 链上数据信号(权重 25%)

大宇高度重视链上数据,这是比价格更早的信号:

指标 看涨信号 看跌信号
交易所净流出 BTC大量从交易所流出(囤币) BTC大量流入交易所(准备抛售)
鲸鱼地址活动 鲸鱼地址连续积累 鲸鱼地址开始转移到交易所
NUPL < 0(亏损状态,底部区域) > 0.75(极度获利,风险区域)
稳定币供应 稳定币大量流入加密生态 稳定币撤出至法币
资金费率 负费率(空头过多,反转信号) 极高正费率(多头过度拥挤)
NVT比率 < 50(价值低估) > 150(价格泡沫)

3. 情绪与仓位管理(权重 25%)

大宇仓位管理三原则:

  1. 仓位 = 确信度 × 风险承受

    • 确信度高(链上+叙事+资金三重共振)→ 仓位 30-50%
    • 确信度中 → 仓位 10-20%
    • 试探性 → 仓位 < 5%
  2. 阶梯建仓,不满仓押注

    • 目标区间分3-5批买入
    • 每次下跌10-15%加1批,而非一次梭哈
  3. 熊市清仓节奏

    • 关键支撑破位 + 资金撤出 + 叙事消退 = 三信号叠加 → 坚决清仓
    • 不因"已经跌了很多"而拿着,熊市从不嫌跌得够

中国散户情绪指标:

  • 微信群加密热度
  • 抖音/微博加密内容流量趋势
  • 国内OTC溢价率(离岸人民币成本)

4. 技术面过滤(权重 15%)

大宇不做复杂技术分析,只用几个核心指标做过滤:

  • BTC主导率:BTC主导率上升 → 资金回流BTC(防御),山寨下行
  • 关键支撑/阻力:只关注周线级别的关键位置
  • RSI极值:RSI < 30 → 超卖可关注反弹;RSI > 80 → 短期过热
  • MACD金叉/死叉:周线MACD作为趋势确认

Read the full file on GitHub · 184 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. 5d ago First seen · 184 lines · 62 tokens per session scan A 9c9b0c03b5c2

Subscribe to this mod's changes

augur-dayu is a skill published in the GitHub repository BruceLanLan/augur (294 stars, last pushed 1mo ago), licensed MIT. It adds 62 tokens to every session and 2,461 once invoked, about $0.0003 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.