Releases: CyberK13/cyberagent
Releases · CyberK13/cyberagent
cyberagent 0.1.1
cyberagent 0.1.0
The idea
cyberagent distills two bodies of work into one reproducible, falsifiable agent chain:
- Leopold Aschenbrenner — Situational Awareness (the why). AI scaling is a
massive industrial process, not a software one — bottlenecked by physical
inputs: power, transformers, HBM, CoWoS packaging, specific materials. Effective
compute compounds ~1 OOM per year; conviction is built from the physical
trendlines before consensus prices them. - Serenity (@aleabitoreddit) & Crux — the
bottleneck method (the how). Don't ask "which stock goes up?" — take the
machine apart and find the chokepoint. Which part of the BOM is hardest to
replace? If one supplier stopped shipping tomorrow, how long would the whole
chain wait?
The chain
Every asset runs through a fixed, falsifiable telescope — zooming from physical
reality down to an actionable name:
Positioning → Physical World → Human Development → Economics → Company Financials → Leaders & Verdict
executing the five-step method: physical bottleneck → uniqueness →
commercialization → financial elasticity → consensus correction.
The discipline
- Real-time grounding — search why a price moved; never trust model memory.
- Price-action guardrail — a parabolic move on one headline is AVOID / observe, never a buy.
- Evidence ladder — every claim tagged Confirmed / Inferred / Weak; a load-bearing inference caps confidence.
- Two independent axes — "is it a bottleneck" and "should you buy it here" are never conflated.
- Honest "too late" — parabolic + extreme valuation + loud consensus ⇒ labeled a top, not an opportunity.
What's in 0.1.0
- Phase-0 positioning + 5-department chain:
physical·human_dev·economics·financials·leaders - Markets: A-share / HK / US stocks + crypto (token / EVM contract)
- LLM: Gemini (real-time grounding, default) / OpenAI / Claude / DeepSeek / offline
MockLLM - CLI (
cyberagent) + local web UI (cyberagent serve) + Claude Skill (SKILL.md) - Prompts & methodology fully open-source — no paywall
We borrow these thinkers' method — not their words, positions, or endorsement.
Educational and research use only; not financial advice.