# Defi Overview

One-pass crypto read - tracked-protocol positions and health plus macro context, with...

- Repository: https://github.com/aeonfun/aeon (787 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add aeonfun/aeon --skill defi-overview -g -a claude-code -y`
Codex: `npx skills add aeonfun/aeon --skill defi-overview -g -a codex -y`
Cursor: `npx skills add aeonfun/aeon --skill defi-overview -g -a cursor -y`
Gemini CLI: `npx skills add aeonfun/aeon --skill defi-overview -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add aeonfun/aeon`

## Description

One-pass crypto read - tracked-protocol positions and health plus macro context, with regime take, DeFi verdict, biggest movers, yields, fees, breadth, Fear & Greed, and prediction markets.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

<!-- autoresearch: variation B, sharper output via regime verdict + Market Take + sustainable-vs-incentive yield split + fees fundamentals + per-mover "why it matters". Consolidated: folds in defi-monitor (tracked-protocol positions/health) and market-context (broad crypto macro + memory/topics/market-context.md refresh) so one run covers positions + macro in a single pass. -->

> **${var}**, Scope selector. **Empty → full combined overview** (tracked-protocol positions + macro context). `positions` → positions facet only (all watched positions); `positions:<label>` → a single tracked position by label. `macro` → macro facet only. **Any other value** → treat as a chain or protocol focus (e.g. `solana`, `aave`, `arbitrum`) applied to the macro read; positions are filtered to that chain when applicable.

Read `memory/MEMORY.md` for context. Read the last 2 days of `memory/logs/` to avoid repeating numbers, to diff position values over time, and to cite yesterday's figure when flagging today's change. Read `memory/on-chain-watches.yml` (tracked positions) and the existing `memory/topics/market-context.md` (prior macro snapshot), both are inputs below.

## Thesis

The original produced a table of numbers. This version produces a **read of the market**: one verdict line at the top, then only items that *changed* or *matter*, each with a one-line reason a reader should care. TVL alone is lagging and emission-subsidized, we pair it with fees/revenue (real fundamentals) and split yields into sustainable (`apyBase`) vs incentive-driven (`apyReward`) so readers stop chasing scam-tier APYs. On top of the market read this skill also (a) checks the operator's **tracked-protocol positions** for health/liquidation/yield-drift risk, and (b) refreshes the **decision-ready macro context** file that downstream skills (token-pick, narrative-tracker) consume, all in one pass.

## Facets & var routing

The skill has two facets. `${var}` selects which run and how to scope them:

The rest: https://github.com/aeonfun/aeon/blob/HEAD/skills/defi-overview/SKILL.md