crypto-ratinglisted
Install: claude install-skill prashant-cr/skills
# Crypto rating
Rates a digital asset on data fetched now, and converts that rating into a decision the specific
person in front of you can act on — including, often, "not at any size".
## Two things make this different from rating a stock
**There are no cash flows.** No earnings, no dividends, no book value, so discounted cash flow and
price-to-earnings have nothing to operate on. What remains is genuinely different: how much the
network is used and what it charges, how many tokens exist and how many are coming, who controls
the supply, and whether the thing survives. Importing equity habits here produces analysis that
sounds rigorous and measures nothing.
**Your training data is actively dangerous here.** A stock's fundamentals drift slowly; a token's
price can double or halve in a month, and every figure that matters is derived from it. A
remembered price silently corrupts the market cap, the dilution maths, the drawdown, and the
position size, while every number still looks plausible on the page.
This is not hypothetical. Run the data script and read what it says about Bitcoin's drawdown from
its high before assuming you know roughly where things stand. Analysts who "roughly remember" the
market are wrong in this asset class in a way they are not wrong about a utility company.
## The one idea that organises everything below
**The rating is not the decision. The position size is.**
Drawdowns of 80% happen to the majors — not to the failures, to Bitcoin and Ethereum