@dshtrading/kit-crypto 0.1.4 → 0.1.5

package/assets/skills/crypto-instrument-analysis.md

@@ -5,7 +5,7 @@ description: 加密标的定性分析框架：趋势结构→量价→波动率
 
 # 加密标的定性分析框架（crypto-instrument-analysis）
 
-对单个加密标的做定性分析时按本框架五步推进。原则：**每一步的数据必须来自工具调用并标注时间**，禁止凭记忆报数；结论必须附反方情景。
+对单个加密标的做定性分析时按本框架五步推进。原则：**每一步的数据必须来自工具调用并标注时间**，禁止凭记忆报数；结论必须附反方情景。不预测涨跌与点位：结论一律以可证伪假设的形式给出——一句话核心假设 + 预期走势 + 验证信号 + 失效信号；走势证伪假设时宣告假设失效并停止旧结论，不临时换理由硬扛。
 
 ## 第零步：定位
 
@@ -46,6 +46,7 @@ description: 加密标的定性分析框架：趋势结构→量价→波动率
   - **流通市值与排名**：确认标的在全网的体量与流动性层级；
   - **流通比率 (Circulating / Total Supply)**：流通量占比低（如 < 30% 且 FDV 极高）属于高通胀、大额解锁潜在抛压标的，不宜做中长线右侧持有；
   - **24h 成交额占比**：24h 交易量占市值的比重，衡量市场短期换手与博弈热度。
+- **稀缺性核验**：加密标的的核心持有逻辑大多建立在稀缺性叙事上——把供给上限、减半/销毁机制、质押锁仓与解锁时间表作为「稀缺性是否真实」的核验项；交易的对象是稀缺性的预期（买预期、卖现实），先判断当前价格已反映哪一档稀缺性预期，再谈方向。稀缺性被证伪（无限增发、大额解锁临近、机制被改）即持有逻辑失效。
 
 ## 第六步：新闻面
 
@@ -64,5 +65,6 @@ description: 加密标的定性分析框架：趋势结构→量价→波动率
 
 - 禁止不带数据引用的结论（"我觉得"、"大概率"无依据支撑）。
 - 禁止把指标当预测：MA/MACD 是确认工具，滞后于价格。
+- 禁止预测式表述（"将涨到/跌至某价位"）：只输出假设、验证信号与失效信号。
 - 禁止跳过反方情景——定性分析的价值一半在能被证伪。
 - 本框架是方法论，不构成投资建议；涉及交易一律遵守铁律 #3（dry-run 起步 + 显式开关 + 审批）。

package/lib/index.d.ts

@@ -9,11 +9,15 @@ declare const provider: SkillProvider;
 interface Config {
   dryRun: boolean;
   liveTrading: boolean;
+  /** 角色预设按需收窄技能面；缺省保持全量捆绑目录。 */
+  skills?: string[];
 }
 declare const Config: Schema<Config>;
 declare const inject: string[];
 declare const name = "dsh-trading-crypto-kit";
-declare function apply(ctx: Context, _config: Config): void;
+/** 白名单视图：未知名 fail-fast 不静默缩面；白名单外的 get 拒绝分发。 */
+declare function providerForSkills(allowed?: readonly string[]): SkillProvider;
+declare function apply(ctx: Context, config: Config): void;
 declare function createGetDerivativesTool(options?: {
   fetch?: typeof globalThis.fetch;
 }): import("@deepseek-ai/dsh-tools").ToolDefinition;
@@ -24,4 +28,4 @@ declare function createGetNewsTool(toolOptions?: {
   cryptoPanicKey?: string;
 }): import("@deepseek-ai/dsh-tools").ToolDefinition;
 //#endregion
-export { AggregateNewsOptions, AggregateNewsResult, Config, CryptoFundamentalsOptions, CryptoFundamentalsResult, DerivativesFetchOptions, DerivativesResult, NewsItem, NewsSource, aggregateNews, apply, createGetDerivativesTool, createGetFundamentalsTool, createGetNewsTool, deriveSymbolTokens, extractBaseAsset, fetchCryptoDerivatives, fetchCryptoFundamentals, fetchCryptoFundamentalsPackage, inject, name, normalizeBinanceFuturesSymbol, parseCryptoPanic, parseRss2, provider, renderCryptoFundamentals, renderDerivativesData };
+export { AggregateNewsOptions, AggregateNewsResult, Config, CryptoFundamentalsOptions, CryptoFundamentalsResult, DerivativesFetchOptions, DerivativesResult, NewsItem, NewsSource, aggregateNews, apply, createGetDerivativesTool, createGetFundamentalsTool, createGetNewsTool, deriveSymbolTokens, extractBaseAsset, fetchCryptoDerivatives, fetchCryptoFundamentals, fetchCryptoFundamentalsPackage, inject, name, normalizeBinanceFuturesSymbol, parseCryptoPanic, parseRss2, provider, providerForSkills, renderCryptoFundamentals, renderDerivativesData };

package/lib/index.js

@@ -115,7 +115,7 @@ const SKILL_CANDIDATES = [
 const provider = {
 	name: PROVIDER_NAME,
 	list: () => Promise.resolve(SKILL_CANDIDATES),
-	async get(candidate) {
+	async get(candidate, _options) {
 		const target = SKILL_CANDIDATES.find((c) => c.name === candidate.name) ?? CANDIDATE;
 		return {
 			name: target.name,
@@ -130,7 +130,8 @@ const provider = {
 };
 const Config = Schema.object({
 	dryRun: Schema.boolean().default(true),
-	liveTrading: Schema.boolean().default(false)
+	liveTrading: Schema.boolean().default(false),
+	skills: Schema.array(Schema.string())
 });
 const inject = ["skills", "tools"];
 const name = "dsh-trading-crypto-kit";
@@ -161,8 +162,23 @@ function renderFundingRates(symbol, records) {
 	});
 	return [`crypto_funding_rate ${symbol} — last ${records.length} funding event(s):`, ...lines].join("\n");
 }
-function apply(ctx, _config) {
-	ctx.skills.registerProvider(() => provider);
+/** 白名单视图：未知名 fail-fast 不静默缩面；白名单外的 get 拒绝分发。 */
+function providerForSkills(allowed) {
+	if (!allowed) return provider;
+	const unknown = allowed.filter((name) => !SKILL_CANDIDATES.some((c) => c.name === name));
+	if (unknown.length > 0) throw new Error(`[${PROVIDER_NAME}] unknown skills in whitelist: ${unknown.join(", ")}`);
+	const active = SKILL_CANDIDATES.filter((c) => allowed.includes(c.name));
+	return {
+		name: provider.name,
+		list: () => Promise.resolve(active),
+		async get(candidate, options) {
+			if (!active.some((c) => c.name === candidate.name)) throw new Error(`[${PROVIDER_NAME}] skill not in whitelist: ${candidate.name}`);
+			return provider.get(candidate, options);
+		}
+	};
+}
+function apply(ctx, config) {
+	ctx.skills.registerProvider(() => providerForSkills(config.skills));
 	const fundingTool = defineTool({
 		name: "crypto_funding_rate",
 		description: "Get recent funding rate history for a Binance USDⓈ-M perpetual futures symbol (public endpoint, no credentials). Returns the most recent funding events with rate and mark price.",
@@ -320,4 +336,4 @@ function createGetNewsTool(toolOptions = {}) {
 	});
 }
 //#endregion
-export { Config, aggregateNews, apply, createGetDerivativesTool, createGetFundamentalsTool, createGetNewsTool, deriveSymbolTokens, extractBaseAsset, fetchCryptoDerivatives, fetchCryptoFundamentals, fetchCryptoFundamentalsPackage, inject, name, normalizeBinanceFuturesSymbol, parseCryptoPanic, parseRss2, provider, renderCryptoFundamentals, renderDerivativesData };
+export { Config, aggregateNews, apply, createGetDerivativesTool, createGetFundamentalsTool, createGetNewsTool, deriveSymbolTokens, extractBaseAsset, fetchCryptoDerivatives, fetchCryptoFundamentals, fetchCryptoFundamentalsPackage, inject, name, normalizeBinanceFuturesSymbol, parseCryptoPanic, parseRss2, provider, providerForSkills, renderCryptoFundamentals, renderDerivativesData };

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@dshtrading/kit-crypto",
   "description": "Crypto toolkit plugin for dsh-trading: market-specific tools and bundled trading skills (skill provider); runs as a crypto-trader preset row (session-scoped)",
-  "version": "0.1.4",
+  "version": "0.1.5",
   "type": "module",
   "main": "lib/index.js",
   "types": "./lib/index.d.ts",
@@ -18,8 +18,8 @@
   ],
   "license": "PolyForm-Noncommercial-1.0.0",
   "dependencies": {
-    "@dshtrading/indicators": "0.1.4",
-    "@dshtrading/knowledge": "0.1.4"
+    "@dshtrading/indicators": "0.1.5",
+    "@dshtrading/knowledge": "0.1.5"
   },
   "peerDependencies": {
     "@deepseek-ai/cordis": ">=4.0.0",
@@ -30,7 +30,7 @@
   "devDependencies": {
     "tsdown": "^0.22.0",
     "vitest": "^3.0.0",
-    "@dshtrading/api": "0.1.4"
+    "@dshtrading/api": "0.1.5"
   },
   "scripts": {
     "build": "tsdown",