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Multicoin Thesis Vc skill

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.

$npx skills add questflowai/investorskills --skill multicoin-thesis-vc
GitHub stars
1,918
Pack installs
2.6k
Alyn Score
49/99
Updated
3 months ago
License
MIT

Install Multicoin Thesis Vc

Pick your agent. Every command is ready to paste.

$npx skills add questflowai/investorskills --skill multicoin-thesis-vc

The open skills CLI detects your agents (Claude Code, Cursor, Codex and 70+ more) and installs to the right folder. Add -g to install globally.

01

Install it

Run the command above, or upload the folder in Claude.

02

Ask naturally

Describe the task. Your agent loads multicoin-thesis-vc when the request matches its description.

03

Name it if needed

If it does not trigger, say “use the multicoin-thesis-vc skill”. In Codex, type $multicoin-thesis-vc.

The skill itself

SKILL.md

GitHub

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

# 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.

Tips for Multicoin Thesis Vc

  • • Start a fresh session after installing so your agent picks up the new skill.
  • • It is part of a pack with 40 skills. Install only the ones you need with --skill to keep triggers precise.
  • • If two skills overlap, mention the one you want by name.

Questions about Multicoin Thesis Vc

What does the Multicoin Thesis Vc skill do?

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.

How do I install Multicoin Thesis Vc?

Run "npx skills add questflowai/investorskills --skill multicoin-thesis-vc" in your project. The skills CLI installs it for Claude Code, Cursor, Codex and 70+ other agents. In Claude on the web, upload the skill folder as a ZIP under Customize > Skills.

Does Multicoin Thesis Vc work in Cursor and Codex?

Yes. Multicoin Thesis Vc uses the open SKILL.md format, so it works in Claude Code, Claude, Cursor, OpenAI Codex, Gemini CLI, GitHub Copilot and other agents that support agent skills.

Is Multicoin Thesis Vc free?

Multicoin Thesis Vc is open source on GitHub under the MIT license. It is free to install; check the license before commercial use.

Who made Multicoin Thesis Vc?

Multicoin Thesis Vc is published by questflowai in the questflowai/investorskills repository, together with 39 other skills.

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