# Grayscale Crypto Sectors

Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector...

- Repository: https://github.com/questflowai/investorskills (1900 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-08-23
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add questflowai/investorskills --skill grayscale-crypto-sectors -g -a claude-code -y`
Codex: `npx skills add questflowai/investorskills --skill grayscale-crypto-sectors -g -a codex -y`
Cursor: `npx skills add questflowai/investorskills --skill grayscale-crypto-sectors -g -a cursor -y`
Gemini CLI: `npx skills add questflowai/investorskills --skill grayscale-crypto-sectors -g -a gemini-cli -y`

## Description

Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money theses.

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

# Grayscale Crypto Sectors

Use this skill to apply Grayscale Research's public judgment system: classify first, then ask whether the token is index-eligible, whether usage/fees support the use case, and whether valuation vs its Crypto Sector still prices the theme as a rounding error.

## When To Use

Use this skill when the user asks for:

- Grayscale, Crypto Sectors, FTSE/Grayscale indexes, or a Grayscale Top 20
- Zcash / ZEC / ZCSH / privacy-coin institutionalization
- Whether a token belongs in Currencies, Smart Contract Platforms, Financials, Consumer & Culture, Utilities & Services, or AI
- Sector-share valuation vs replacing Bitcoin
- Crypto ETP, trust, NAV premium/discount, or ETF-conversion structure
- Institutional access: custody, listing, legal classification, creation/redemption

Trigger phrases include `Grayscale`, `Crypto Sectors`, `ZCSH`, `Zcash`, `ZEC`, `privacy as money`, `sector share`, `FTSE Grayscale`, `crypto ETP`, and `trust premium/discount`.

## Do Not Use When

- The request is a memecoin attention trade with no sector use case. Use `ansem-crypto`.
- The user wants protocol-mechanism or MEV design review. Use `paradigm-crypto-research`.
- The user wants funding/leverage cycle timing. Use `arthur-hayes-liquidity`.
- Critical market-cap, sector, fee, or product-wrapper data is missing and a live verdict is requested.
- The user wants guaranteed returns or unbounded leverage.

## Inputs Needed

- Token, theme, or Grayscale product ticker
- Crypto Sector assignment and nearest sector peers
- Circulating market cap, sector market cap, and implied sector share
- Users / active addresses, transactions, and fees
- Token supply inflation and unlocks
- Upcoming catalysts: upgrades, legislation, ETP/ETF filings
- For listed products: NAV, market price, premium/discount, creation/redemption status
- Time horizon and whether this is a core monetary sleeve or a satellite theme

The rest: https://github.com/questflowai/investorskills/blob/HEAD/skills/grayscale-crypto-sectors/SKILL.md