cobie

Identify emerging crypto narratives and size asymmetric bets with entry and exit criteria.

13|3|Updated Mar 31, 2026
One-click install
npx skills add https://github.com/cubexch/ai-fund --skill cobie
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: cobie
Source: https://github.com/cubexch/ai-fund/tree/main/skills/cobie
Command: npx skills add https://github.com/cubexch/ai-fund --skill cobie

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Trade like Cobie — narrative-aware, early to trends, CT wisdom, asymmetric bets. Use this skill whenever the user asks about: Cobie, Jordan Fish, UpOnly, crypto narrative trading, trade the narrative, narrative arc, early narrative entry, CT alpha, crypto twitter wisdom, asymmetric bet crypto, venture-style trading, find the narrative early, ride the narrative, narrative lifecycle, meta-game crypto, reflexivity narrative, Cobie approach, think in narratives not charts, narrative rotation, what's the meta, current crypto narrative, sector rotation crypto, early mover trading, zero to one crypto.

Core Features & Use Cases

  • Identify emerging narratives from early CT signals, developer activity, and VC funding
  • Map the narrative lifecycle stage (inception → early adoption → mainstream → euphoria → exhaustion)
  • Size asymmetric bets (1-3% of portfolio per position, targeting 10x+)
  • Track narrative rotation patterns (what follows what)
  • Detect reflexive feedback loops forming or breaking
  • Build narrative-based portfolios (3-5 narrative bets at a time)
  • Recognize exit signals (narrative becoming consensus, no new catalysts)

Quick Start

Use the Cobie skill to identify an emergent crypto narrative and size an initial asymmetric bet (1-3% of portfolio) with a clear exit target.

Frequently Asked Questions about cobie

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I identify and size asymmetric crypto bets using narrative trading?

Asymmetric crypto bets are identified by mapping the narrative lifecycle stage and sizing positions at 1-3% of portfolio to target 10x+ returns. This approach uses early CT signals and developer activity to find emerging narratives before mainstream adoption.

What are the stages of a crypto narrative lifecycle and when should I enter?

The crypto narrative lifecycle progresses from inception to early adoption, mainstream, euphoria, and exhaustion. Early entry is optimal during inception and early adoption stages, using CT alpha and VC funding signals to spot emerging trends before they reach mainstream consensus.

How do I detect exit signals for a crypto narrative trade?

Exit signals for a crypto narrative trade trigger when the narrative becomes consensus or no new catalysts emerge. Recognizing narrative rotation patterns and detecting when reflexive feedback loops break helps determine the optimal exhaustion phase exit point.

Can I build a portfolio of multiple crypto narrative bets at the same time?

You can build a narrative-based portfolio by holding 3-5 concurrent narrative bets, each sized at 1-3% of your total portfolio. This venture-style approach targets asymmetric returns by spreading risk across multiple emerging crypto narratives in different lifecycle stages.

What is the best way to track crypto narrative rotation and reflexive feedback loops?

Tracking crypto narrative rotation involves monitoring early CT signals, developer activity, and VC funding to map what follows what in the meta-game. Detecting reflexive feedback loops forming or breaking provides structured evaluation of narrative momentum and exhaustion.

Do I need to monitor Crypto Twitter signals to find early crypto narratives?

Monitoring Crypto Twitter signals is essential for finding early crypto narratives, as CT alpha provides the initial edge for venture-style trading. The process extracts wisdom from early CT signals to identify emerging narratives before they reach mainstream adoption.