Agent skill

Multicoin Thesis Vc

by questflowai in questflowai/investorskills

A skill your agent uses when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market…

MITAuto-check passedEducation

Install Multicoin Thesis Vc

skills CLI
$ npx skills add questflowai/investorskills --skill multicoin-thesis-vc -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install questflowai/investorskills multicoin-thesis-vc --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/questflowai/investorskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/multicoin-thesis-vc .claude/skills/multicoin-thesis-vc && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
multicoin-thesis-vc
GitHub stars
1.9k
Token cost
~443 tokens
SKILL.md length
180 words
Files
2
Skills in repo
63
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market…

  • Works in 4 steps: Write the sector thesis in one paragraph. → Map value capture to token/equity. → Test execution and adoption path. → …
  • Evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets
  • SKILL.md covers When To Use, Do Not Use When, Inputs Needed and Process, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Multicoin Thesis Vc is an agent skill from questflowai/investorskills. Use when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.

Its SKILL.md is about 440 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `invest.md`).

It sits in Education, covering Essays and academic help. The repository describes itself as: Investor Skills is an open-source library that turns durable investing judgment into portable, structured formats. It collects how great investors think, filter opportunities… The licence is MIT.

When your agent uses it

  • Evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets
  • Performance chains
  • Token value capture
  • Crypto-native market structure

Example prompts

  • “/multicoin-thesis-vc”

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Write the sector thesis in one paragraph.
  2. Map value capture to token/equity.
  3. Test execution and adoption path.
  4. Size only when thesis and capture both clear.

What it can do on your machine

Read from SKILL.md and the folder at commit 2844d78. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are markdown).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Multicoin Thesis Vc loads about 443 tokens when it runs. Until then it costs about 51 tokens; SKILL.md has 180 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~51
When it runs · the whole SKILL.md, loaded when a task matches
~443

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from questflowai/investorskills at commit 2844d78, republished under its MIT licence (© questflowai). 180 words, ~443 tokens.

Download SKILL.mdSave it as .claude/skills/multicoin-thesis-vc/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
multicoin-thesis-vc
description
Use when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.
invest
./invest.md

Multicoin Thesis VC

Use this skill to apply Multicoin Capital-style judgment.

When To Use

Use this skill when the user asks for:

  • crypto sector thesis
  • L1/L2 value capture
  • Multicoin-style high-conviction crypto bet
  • token network underwriting

Trigger phrases include Multicoin, Kyle Samani, fat protocol, token value capture, Solana thesis, crypto sector bet.

Do Not Use When

  • Another skill fits better.
  • Critical data for this model is missing.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is generic hype with no decision.

Inputs Needed

  • Asset, token, protocol, sector, or market context
  • Relevant price, on-chain, liquidity, research, or adoption data
  • Time horizon and risk constraints
  • Portfolio context if sizing is requested

Process

  1. Write the sector thesis in one paragraph.
  2. Map value capture to token/equity.
  3. Test execution and adoption path.
  4. Size only when thesis and capture both clear.

Output Format

md
# Multicoin Thesis VC View: [Subject]

## Verdict
Thesis Invest / Watch / Weak Value Capture / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Follow the skill process; do not free-style.
  • Separate facts, assumptions, and judgment.
  • Define invalidation before sizing.
  • Not financial advice.

Questflow Use

Use as a crypto judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

© questflowai, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file in skills/multicoin-thesis-vc of questflowai/investorskills.

  • SKILL.md
  • invest.md

Open the folder on GitHubat commit 2844d78

Compare with similar skills

Multicoin Thesis Vc next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Multicoin Thesis Vc compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Multicoin Thesis Vc this skillquestflowai/investorskills1.9k—~443Automated safety check: PassMIT
Academic Paper StrategistAAASS554/codex-academic-paper-skills5391 repos~2.7kAutomated safety check: PassMIT
Modeling Paper Rubric and Model Selectoryushui2022/MathModel-Skill4531 repos~1.8kAutomated safety check: PassMIT
Humanities Thesisganzhi-black/humanities-thesis-skill632—~1.7kAutomated safety check: PassMIT
Skill Thesis Writeryanlin-cheng/skill-thesis-writer207—~1.6kAutomated safety check: PassCustom licence
Thesis CreatorStars-OC/thesis-creator230—~2.8kAutomated safety check: PassMIT

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Categories

Questions about Multicoin Thesis Vc

What does Multicoin Thesis Vc do?

A skill your agent uses when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market…. Multicoin Thesis Vc is an agent skill from questflowai/investorskills. Use when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.

When should I use Multicoin Thesis Vc?

Multicoin Thesis Vc fits situations like: evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets; performance chains; token value capture; crypto-native market structure.

How do I install Multicoin Thesis Vc in Claude Code?

Run `npx skills add questflowai/investorskills --skill multicoin-thesis-vc -a claude-code`. Or copy the skill folder (skills/multicoin-thesis-vc in questflowai/investorskills) into .claude/skills/multicoin-thesis-vc in your project. Claude Code loads it when a task matches its description.

How do I install Multicoin Thesis Vc in Codex?

Run `npx skills add questflowai/investorskills --skill multicoin-thesis-vc -a codex`. Or copy the skill folder (skills/multicoin-thesis-vc in questflowai/investorskills) into .agents/skills/multicoin-thesis-vc in your project. Codex loads it when a task matches its description.

Can I use Multicoin Thesis Vc in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add questflowai/investorskills --skill multicoin-thesis-vc -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/multicoin-thesis-vc, .gemini/skills/multicoin-thesis-vc, .github/skills/multicoin-thesis-vc and .opencode/skills/multicoin-thesis-vc in your project.

What does Multicoin Thesis Vc need to run?

SKILL.md names no scripts, command-line tools or credentials: Multicoin Thesis Vc is instructions for the agent only.

Does Multicoin Thesis Vc access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Multicoin Thesis Vc safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Multicoin Thesis Vc use?

Multicoin Thesis Vc is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Multicoin Thesis Vc use?

About 443 tokens (SKILL.md is roughly 1.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Multicoin Thesis Vc?

Skills that share tags, products or a category with Multicoin Thesis Vc: Academic Paper Strategist (AAASS554/codex-academic-paper-skills, 539 stars), Modeling Paper Rubric and Model Selector (yushui2022/MathModel-Skill, 453 stars), Humanities Thesis (ganzhi-black/humanities-thesis-skill, 632 stars) and Skill Thesis Writer (yanlin-cheng/skill-thesis-writer, 207 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Multicoin Thesis Vc?

questflowai (a GitHub organization) maintains it in questflowai/investorskills, which has 1,896 GitHub stars. The repository holds 63 skills in this directory. The repository was last updated on August 23, 2026.

Source: questflowai/investorskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.