token-pick

Files (1)

• SKILL.md

SKILL.md (first lines)

<!-- autoresearch: variation B — sharper output via signal scoring, edge calculation, conviction tiers, and a skip-day branch -->

> **${var}** — Focus area or thesis (e.g. "AI tokens", "election markets", "contrarian bets"). If empty, scans broadly.

Read `memory/MEMORY.md` for context.
Read the last 7 days of `memory/logs/` and grep for prior `Token Pick` entries — extract the symbols and market questions already picked. **Hard dedup gate**: do not re-pick the same token or the same prediction market unless there is a materially new catalyst that you can name in one sentence.

## Goal

Produce ONE token call and ONE prediction-market call per day, each with a numeric signal/edge score and a conviction tier. If neither qualifies for at least MEDIUM conviction, send a short "no picks today" message rather than forcing a weak pick.

## Steps

### 1. Fetch token data

The optional demo key rides ./secretcurl's `{COINGECKO_API_KEY}` placeholder (never a bare secret on the line). Key check: read the "Keys set for this run" line in your run notes, never a shell test (those are refused and cost a turn). When `COINGECKO_API_KEY` is on that line keep the `-H "x-cg-demo-api-key: {COINGECKO_API_KEY}"` shown below; when it is not, drop that `-H` (the same public endpoint works keyless at a lower rate limit).

```bash
# Trending coins
./secretcurl -s -H "x-cg-demo-api-key: {COINGECKO_API_KEY}" "https://api.coingecko.com/api/v3/search/trending"

# Top 250 by market cap with 24h and 7d changes
./secretcurl -s -H "x-cg-demo-api-key: {COINGECKO_API_KEY}" "https://api.coingecko.com/api/v3/coins/markets?vs_currency=usd&order=market_cap_desc&per_page=250&page=1&sparkline=false&price_change_percentage=24h,7d"

# BTC + ETH 24h/7d for relative-strength benchmark (extract from the markets call above; no extra request needed)

# DEX-side cross-confirmation (no auth, optional but preferred)
curl -s "https://api.dexscreener.com/latest/dex/search?q=trending"
```

If any curl returns empty or errors, retry once with **WebFetch** for the same URL. Track per-source status (`cg=ok|fail`, `dex=ok|fail`) — surfaced in the output footer.

### 2. Fetch prediction markets

```bash
# Top events by 24h volume (events group multi-outcome questions)
curl -s "https://gamma-api.polymarket.com/events?active=true&closed=false&order=volume_24hr&ascending=false&limit=30"

# Newer markets gaining traction
curl -s "https://gamma-api.polymarket.com/markets?closed=false&order=startDate&ascending=false&limit=20"
```

WebFetch fallback on failure. Track `poly=ok|fail`.

### 3. Score every candidate token (0–10 scale)

For each token in the top 250 (and the trending list), compute a signal score:

| Signal | Points |
|---|---|
| 24h price change > 0 | +1 |
| 7d price change > 0 | +1 |
| Both 24h and 7d > +5% | +2 (in addition to above) |
| Appears on CoinGecko trending list | +2 |
| Volume/MarketCap ratio ≥ 0.10 | +2 |
| Volume/MarketCap ratio ≥ 0.20 (replaces above) | +3 |
| Outperforming BOTH BTC and ETH on the 7d | +2 |
| Confirmed on DexScreener trending/gainers (cross-source) | +1 |
| Matches `${var}` thesis when set | +1 |

Drop candidates with market cap < $20M (too pumpable) unless `${var}` explicitly targets micro-caps. Drop any token already picked in the last 7 days (per dedup gate) unless you can name a fresh catalyst.

Pick the highest-scoring token. Use **WebSearch** to surface the most likely catalyst and at least one named risk (regulatory, unlock, narrative-faded, exchange listing, etc.).

### 4. Score prediction markets — edge calculation

For the top ~10 markets by 24h volume that pass the dedup gate (and `${var}` filter when set), do this for each:

1. Read the question and current YES price (`price`/`outcomePrices`).
2. Use **WebSearch** to gather 1–3 recent data points relevant to the resolution.
3. Estimate a **fair YES probability** as a single number (your best calibrated guess, not a range). State the 1–3 inputs you used.
4. Compute `edge = |fair − current_price|` as percentage points.
5. Liquidity gate: require 24h volume ≥ $50k AND market not resolving in < 24h (no last-minute mean-reversion roulette).

Pick the market with the largest edge that clears the gate. If you cannot defend a fair-value estimate within ±10% (insufficient public info), discard and try the next market.

### 5. Conviction tiers

| Tier | Token criterion | Market criterion |
|---|---|---|
| HIGH | signal score ≥ 7 | edge ≥ 10pp |
| MEDIUM | signal score 4–6 | edge 5–10pp |
| SKIP | signal score < 4 | edge < 5pp |

**Skip-day branch**: if BOTH the chosen token and the chosen market land in SKIP, do not synthesize a pick. Send the skip message (step 6b) and log accordingly. This is a feature — forcing low-conviction picks degrades the signal of the whole feed.

### 6a. Notification — normal day (under 4000 chars)

Send via `./notify`:

```
*Daily Pick - ${today}*

*Token: SYMBOL*  [HIGH | MEDIUM]  signal X/10
Price: $X.XX (±X.X% 24h / ±X.X% 7d) | mcap $XB | vol $XM (vol/mcap X.XX)
Score breakdown: [trending+2, vol/mcap+3, RS vs BTC/ETH+2, narrative+1] = 8/10
Catalyst: [one sentence - what's driving this right now, named source/event]
Risk: [one sentence - concrete risk, not generic "could go down"]
Vs recent picks: [first time / repeat with new catalyst: ...]

*Market: "Question?"*  [HIGH | MEDIUM]  edge Xpp
Current: YES X¢ / NO Y¢ | 24h vol $Xm | resolves: DATE
Fair YES: ~Y% (inputs: [src1], [src2], [src3])
Thesis: [one sentence - why the market is wrong, action implied]
Risk: [one sentence - what could make your fair-value estimate wrong]

sources: cg=ok|fail, dex=ok|fail, poly=ok|fail
not financial advice - pattern-matching only
```

If only one of the two pick types qualifies, send just that one section (omit the other entirely — do not include a HIGH and a SKIP in the same message).

### 6b. Notification — skip day

```
*Daily Pick - ${today}* - no picks

Token signals weak today (best: SYMBOL @ score 3/10).
Markets either thin liquidity or no defensible edge ≥ 5pp (best: "Question?" edge 2pp).

From aeonfun/aeon, MIT.

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