aeon-token-pick
One token recommendation and one prediction-market pick per run — with falsifiable thesis, entry, sizing guidance, and an explicit kill criterion. Skip branch fires when no candidate has both a named/dated catalyst and asymmetric upside. The discipline is the skip branch — empirically the highest-EV output on flat days is no pick. Triggers: "what should I trade today", "give me a token pick", "prediction-market rec", "is there an asymmetric setup".
What this skill does
# aeon-token-pick At most one token pick and one prediction-market pick per run. Each pick must have: - **Falsifiable thesis** — one sentence. - **Entry** — price + venue. - **Kill criterion** — the specific signal that says the thesis is wrong. - **Sizing** — small / medium / large vs the operator's stack. - **Time horizon** — hours / days / weeks. If no candidate clears the bar — named, dated catalyst plus asymmetric setup — the skill returns `NO_PICK` with the top three near-misses and what would have tipped them over. ## Sample output ``` TOKEN: $XYZ — entry $0.42 on Base (Aerodrome WETH/XYZ pool) Thesis: ProductHunt launch May 15 + commit-velocity surge signals real shipping Kill: launch delayed past May 22 OR daily commits drop below 5 for 3 days Sizing: medium · Horizon: 2-3 weeks MARKET: NO on "EIGEN unlock delayed past Q2" @ 0.31 Thesis: on-chain timelock activity confirms unlock; delay risk overpriced Kill: official delay announcement before market resolves Sizing: small (binary) · Resolution: July 1 ``` No-pick output: ``` NO_PICK — 2026-05-12 Top near-misses: 1. $XYZ — catalyst unclear, asymmetry weak (upside +30%, downside -50%) 2. NO on "EIGEN delayed past Q2" — mispriced but no dated resolution Would tip the call: a dated catalyst on $XYZ; a specific committee date for EIGEN. ``` ## Rules - Falsifiable thesis or no pick. - Cite the catalyst by name and date. "Sentiment turning" is not a catalyst. - Crowdedness penalty — if every newsletter is recommending it, the asymmetry is gone. - NO_PICK is a valid output. Manufactured picks burn capital. Pairs naturally with `aeon-narrative-tracker` (narrative fit), `aeon-monitor-runners` (momentum candidates), `aeon-unlock-monitor` (supply-side risk), and Bankr Submit / AgenticBets for execution.
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