diff --git a/skills/gmgn-holder-analysis/SKILL.md b/skills/gmgn-holder-analysis/SKILL.md index ad867d4..ed7fac7 100644 --- a/skills/gmgn-holder-analysis/SKILL.md +++ b/skills/gmgn-holder-analysis/SKILL.md @@ -14,8 +14,21 @@ When the user asks to analyze holders for a token, extract `--chain` and `--addr ## Analysis Script -Run this Python script inline, replacing ``, ``, and `` with the actual values: +Run the following command, replacing the placeholders with the actual values: +```bash +python3 ~/.claude/skills/gmgn-holder-analysis/analyze.py +``` + +- FILL_IN_CHAIN: `sol` for Solana addresses; for EVM `0x...` addresses use `auto` unless the user explicitly specifies a chain (`bsc`/`eth`/`base`) +- FILL_IN_LANG: `zh` if user wrote Chinese, `en` if English, default `zh` + +## Output Rule + +Your reply MUST contain ONLY the raw stdout of the script above, pasted verbatim — no introduction, no summary, no extra commentary before or after. Every line of every section must appear. Do not omit, paraphrase, or reformat any part of the output. + + + ## Field Reference diff --git a/skills/gmgn-holder-analysis/analyze.py b/skills/gmgn-holder-analysis/analyze.py new file mode 100644 index 0000000..3c448f5 --- /dev/null +++ b/skills/gmgn-holder-analysis/analyze.py @@ -0,0 +1,701 @@ +#!/usr/bin/env python3 +import json, subprocess, sys, time +from collections import defaultdict +from concurrent.futures import ThreadPoolExecutor + +TOKEN_ADDR = sys.argv[1] +CHAIN = sys.argv[2] +LANG = sys.argv[3] if len(sys.argv) > 3 else 'zh' + +# EVM 地址自动探测链（0x... 且 chain 传入 'auto' 或未明确指定时） +if CHAIN == 'auto' or (TOKEN_ADDR.startswith('0x') and CHAIN not in ('bsc','eth','base')): + for _c in ('bsc', 'eth', 'base'): + _r = subprocess.run(['gmgn-cli', 'token', 'holders', '--chain', _c, + '--address', TOKEN_ADDR, '--limit', '5', '--raw'], + capture_output=True, text=True, timeout=15) + if _r.returncode == 0: + _data = json.loads(_r.stdout) + if _data.get('list'): + CHAIN = _c + break + else: + CHAIN = 'eth' # fallback +WINDOW = 1800 +now_ts = int(time.time()) + +ZH = (LANG == 'zh') +def _(zh, en): return zh if ZH else en + +def run_cli(args, timeout=30): + r = subprocess.run(['gmgn-cli'] + args + ['--raw'], + capture_output=True, text=True, timeout=timeout) + if r.returncode != 0: + raise RuntimeError(r.stderr) + return json.loads(r.stdout) + +with ThreadPoolExecutor(max_workers=3) as ex: + f_holders = ex.submit(run_cli, ['token', 'holders', '--chain', CHAIN, '--address', TOKEN_ADDR, '--limit', '100']) + f_devs = ex.submit(run_cli, ['token', 'holders', '--chain', CHAIN, '--address', TOKEN_ADDR, '--tag', 'dev', '--limit', '20']) + + # dev 结果一到，立即发起 created-tokens，不等 holders + devs = f_devs.result()['list'] + _creator_tmp = next((d for d in devs if 'creator' in (d.get('maker_token_tags') or [])), None) + f_created = None + if _creator_tmp: + f_created = ex.submit(run_cli, ['portfolio', 'created-tokens', '--chain', CHAIN, + '--wallet', _creator_tmp['address'], + '--order-by', 'token_ath_mc', '--direction', 'desc']) + + holders = f_holders.result()['list'] + created_data = f_created.result() if f_created else None + +normal = [h for h in holders if h.get('addr_type', 0) == 0] +burn = [h for h in holders if h.get('addr_type', 0) == 1] +dex = [h for h in holders if h.get('addr_type', 0) == 2] + +def pct(v): return v * 100 +def usd(v): + if v is None: return "$0" + if abs(v) >= 1_000_000: return f"${v/1_000_000:.2f}M" + if abs(v) >= 1_000: return f"${v/1_000:.1f}K" + return f"${v:.0f}" +def fmt_amt(v): + if v >= 1_000_000: return f"{v/1_000_000:.1f}M" + if v >= 1_000: return f"{v/1_000:.0f}K" + return f"{v:.0f}" +def age_label(entry_ts): + secs = now_ts - entry_ts + days = secs // 86400 + hours = secs // 3600 + if ZH: return f"{hours}小时前入场" if days == 0 else f"{days}天前入场" + else: return f"{hours}h ago" if days == 0 else f"{days}d ago" +def addr_short(addr): + return f"{addr[:4]}...{addr[-4:]}" + +supply_list = [h['balance']/h['amount_percentage'] for h in normal + if h.get('amount_percentage',0)>0 and h.get('balance',0)>0] +total_supply = sorted(supply_list)[len(supply_list)//2] if supply_list else 1_000_000_000 +price_list = [h['usd_value']/h['balance'] for h in normal + if h.get('balance',0)>0 and h.get('usd_value',0)>0] +cur_price = sorted(price_list)[len(price_list)//2] if price_list else 0 +cur_mc = total_supply * cur_price + +burn_pct = sum(h['amount_percentage'] for h in burn) +dex_pct = sum(h['amount_percentage'] for h in dex) +top10 = sum(h['amount_percentage'] for h in holders[:10]) +top20 = sum(h['amount_percentage'] for h in holders[:20]) + +airdrop = [h for h in normal if h.get('buy_tx_count_cur', 0)==0 and h.get('balance', 0)>0] +bundlers = [h for h in normal if 'bundler' in (h.get('maker_token_tags') or [])] +rats = [h for h in normal if 'rat_trader' in (h.get('maker_token_tags') or [])] +snipers = [h for h in normal if 'sniper' in (h.get('maker_token_tags') or [])] +fresh = [h for h in normal if 'fresh_wallet' in (h.get('tags') or [])] +wash = [h for h in normal if 'wash_trader' in (h.get('tags') or [])] +risk_all = set(h['address'] for g in [bundlers, rats, snipers, fresh, wash] for h in g) +risk_pct = sum(h['amount_percentage'] for h in normal if h['address'] in risk_all) + +airdrop_pct = sum(h['amount_percentage'] for h in airdrop) +rats_pct = sum(h['amount_percentage'] for h in rats) + +normal_pct = sum(h['amount_percentage'] for h in normal) +all_bad = set(h['address'] for h in airdrop) | risk_all +bad_pct = sum(h['amount_percentage'] for h in normal if h['address'] in all_bad) +healthy_pct = max(normal_pct - bad_pct, 0) +healthy_ratio = (healthy_pct / normal_pct) if normal_pct > 0 else 0 + +from_map = defaultdict(list) +for h in normal: + fa = (h.get('native_transfer') or {}).get('from_address', '') + if fa: from_map[fa].append(h) +same_src_groups = sorted([(fa, ws) for fa, ws in from_map.items() if len(ws)>=2], key=lambda x: -len(x[1])) +same_src_wallets = sum(len(ws) for __,ws in same_src_groups) +same_src_pct = sum(h['amount_percentage'] for __,ws in same_src_groups for h in ws) + +funded = [((h.get('native_transfer') or {}).get('timestamp',0), h) + for h in normal if (h.get('native_transfer') or {}).get('timestamp',0)] +bucket = defaultdict(list) +for ts, h in funded: + bucket[(ts//WINDOW)*WINDOW].append(h) +win_groups = sorted([(k,v) for k,v in bucket.items() if len(v)>=2], key=lambda x: -len(x[1])) +win_pct = sum(h['amount_percentage'] for __,v in win_groups for h in v) + +related = set() +for __,ws in same_src_groups: + for h in ws: related.add(h['address']) +for __,v in win_groups: + for h in v: related.add(h['address']) +related_pct = sum(h['amount_percentage'] for h in normal if h['address'] in related) +related_usd = sum(h.get('usd_value',0) for h in normal if h['address'] in related) + +smart = [h for h in normal if any(t in (h.get('tags') or []) for t in ['smart_degen','pump_smart'])] +kol = [h for h in normal if 'kol' in (h.get('tags') or []) or 'renowned' in (h.get('tags') or [])] +whales = [h for h in normal if 'whale' in (h.get('maker_token_tags') or [])] +diamond = [h for h in normal if h.get('sell_tx_count_cur',0)==0 and h.get('balance',0)>0] +partial = [h for h in normal if 0<(h.get('sell_amount_percentage') or 0)<0.5] +heavy_sell = [h for h in normal if (h.get('sell_amount_percentage') or 0)>=0.5] + +smart_pct = sum(h['amount_percentage'] for h in smart) +kol_pct = sum(h['amount_percentage'] for h in kol) +whale_pct = sum(h['amount_percentage'] for h in whales) +diamond_pct = sum(h['amount_percentage'] for h in diamond) + +top100_map = {h['address']: h for h in holders} +creator = next((d for d in devs if 'creator' in (d.get('maker_token_tags') or [])), None) +sub_devs = [d for d in devs if 'creator' not in (d.get('maker_token_tags') or [])] +dev_realized = sum(d.get('realized_profit') or 0 for d in devs) +dev_holding = [d for d in devs if (d.get('balance') or 0)>=1] + +valid_starts = [h['start_holding_at'] for h in holders if (h.get('start_holding_at') or 0)>0] +token_launch = min(valid_starts) if valid_starts else now_ts +durations = [now_ts-h['start_holding_at'] for h in normal + if (h.get('start_holding_at') or 0)>0 and now_ts>h['start_holding_at']] +avg_hold_days = (sum(durations)/len(durations)/86400) if durations else 0 + +profit_w = [h for h in normal if (h.get('profit') or 0)>0] +loss_w = [h for h in normal if (h.get('profit') or 0)<0] +trapped = [h for h in normal if (h.get('unrealized_pnl') or 0)<-0.2 and h.get('balance',0)>0] + +NATIVE_PRICE = 160 if CHAIN == 'sol' else (700 if CHAIN == 'bsc' else 2500) +NATIVE_DENOM = 1e9 if CHAIN == 'sol' else 1e18 +def native_usd(h): return int(h.get('native_balance') or 0)/NATIVE_DENOM*NATIVE_PRICE +zero_wallets = [h for h in normal if native_usd(h)==0] +low_wallets = [h for h in normal if 0 < native_usd(h) <= 200] +mid_wallets = [h for h in normal if 200 < native_usd(h) <= 1200] +high_wallets = [h for h in normal if native_usd(h) > 1200] +zero_pct_val = sum(h['amount_percentage'] for h in zero_wallets) +low_pct_val = sum(h['amount_percentage'] for h in low_wallets) +mid_pct_val = sum(h['amount_percentage'] for h in mid_wallets) +high_pct_val = sum(h['amount_percentage'] for h in high_wallets) +high_total = sum(native_usd(h) for h in high_wallets) +total_buying_power = sum(native_usd(h) for h in normal) + +ROLE_MAP = { + 'rat_trader': _('老鼠仓', 'Rat Trader'), + 'sniper': _('狙击', 'Sniper'), + 'bundler': _('捆绑', 'Bundler'), + 'whale': _('鲸鱼', 'Whale'), + 'smart_degen': _('聪明钱', 'Smart'), + 'pump_smart': _('聪明钱', 'Smart'), + 'renowned': 'KOL', + 'kol': 'KOL', + 'fresh_wallet': _('新钱包', 'Fresh'), + 'wash_trader': _('刷量', 'Wash'), + 'creator': 'Dev', + 'dev_team': 'Dev', +} +def wallet_roles(h): + roles = [] + for t in (h.get('maker_token_tags') or [])+(h.get('tags') or []): + if t in ROLE_MAP: roles.append(ROLE_MAP[t]) + return list(dict.fromkeys(roles)) + +def holding_status(h): + sp = h.get('sell_amount_percentage', 0) or 0 + bal = h.get('balance', 0) or 0 + if bal <= 0: return _("已清仓", "Cleared") + if sp >= 0.8: return _("🔴 大量出货", "🔴 Heavy Selling") + if sp >= 0.3: return _("🟡 出货中", "🟡 Selling") + if sp > 0: return _("少量出货", "Light Selling") + return _("持仓未动", "Holding") + +def wallet_behavior(h): + buy_tx = h.get('buy_tx_count_cur', 0) or 0 + sell_tx = h.get('sell_tx_count_cur', 0) or 0 + if buy_tx==0 and sell_tx==0: return _("几乎无链上活动", "Almost no on-chain activity") + if buy_tx>0 and sell_tx==0: return _("持续买入，尚未卖出", "Buying only, not sold yet") + if sell_tx>0 and buy_tx==0: return _("只卖不买", "Selling only") + return "" + +def trend_str(wlist): + buying = [h for h in wlist if (h.get('buy_tx_count_cur') or 0)>0 and (h.get('sell_tx_count_cur') or 0)==0] + selling = [h for h in wlist if (h.get('sell_tx_count_cur') or 0)>0 and (h.get('buy_tx_count_cur') or 0)==0] + both = [h for h in wlist if (h.get('buy_tx_count_cur') or 0)>0 and (h.get('sell_tx_count_cur') or 0)>0] + holding = [h for h in wlist if (h.get('buy_tx_count_cur') or 0)==0 and (h.get('sell_tx_count_cur') or 0)==0] + parts = [] + if buying: parts.append(f"📈 {_('买入中', 'Buying')} {len(buying)}") + if selling: parts.append(f"📉 {_('卖出中', 'Selling')} {len(selling)}") + if both: parts.append(f"🔄 {_('买卖都有', 'Both')} {len(both)}") + if holding: parts.append(f"🤝 {_('未动', 'Holding')} {len(holding)}") + return " ".join(parts) if parts else "—" + +def is_active(h): return (h.get('buy_tx_count_cur') or 0)+(h.get('sell_tx_count_cur') or 0)>0 +def is_selling(h): return (h.get('sell_tx_count_cur') or 0)>0 and (h.get('balance') or 0)>=1 +def is_buying_only(h): return (h.get('buy_tx_count_cur') or 0)>0 and (h.get('sell_tx_count_cur') or 0)==0 + +biggest = max(normal, key=lambda h: h['amount_percentage']) if normal else None +dangers = [] +if rats and rats_pct > 0.1: + dangers.append(_( f"老鼠仓持仓 {pct(rats_pct):.1f}%，出货即砸盘", + f"Rat traders hold {pct(rats_pct):.1f}% — instant dump risk")) +if biggest and biggest['amount_percentage'] > 0.15: + dangers.append(_( f"最大单钱包持仓 {pct(biggest['amount_percentage']):.1f}%，筹码极度集中", + f"Largest wallet holds {pct(biggest['amount_percentage']):.1f}% — extreme concentration")) +if creator: + to_out = creator.get('token_transfer_out') or {} + if (to_out.get('address') or '') in top100_map: + dangers.append(_("Dev 筹码转给内部马甲，换手控盘", + "Dev transferred chips to internal wallet — covert control")) + +warns = [] +if dev_holding: + hold_pct_val = sum(d.get('amount_percentage',0) for d in dev_holding) + if hold_pct_val > 0.01: + warns.append(_( f"Dev 仍持仓 {pct(hold_pct_val):.2f}%", + f"Dev still holds {pct(hold_pct_val):.2f}%")) +if airdrop_pct > 0.15: + warns.append(_( f"空降筹码 {pct(airdrop_pct):.1f}%，来源不透明", + f"Airdrop supply {pct(airdrop_pct):.1f}% — opaque origin")) +if risk_pct > 0.3: + warns.append(_( f"风险钱包持仓 {pct(risk_pct):.1f}%，筹码质量差", + f"Risk wallets hold {pct(risk_pct):.1f}% — low chip quality")) +if related_pct > 0.1: + warns.append(_( f"关联钱包 {len(related)} 个持仓 {pct(related_pct):.1f}%", + f"Linked wallets ({len(related)}) hold {pct(related_pct):.1f}%")) + +if dangers: + rating_em, rating_text = "🔴", _("不建议买", "Not Recommended") +elif len(warns) >= 2: + rating_em, rating_text = "⚠️", _("谨慎参与", "Caution") +elif len(warns) == 1: + rating_em, rating_text = "🟡", _("可轻仓", "Light Position") +else: + rating_em, rating_text = "✅", _("正常参与", "Normal") + +goods = [] +if burn_pct > 0.05: + goods.append(_( f"销毁 {pct(burn_pct):.1f}% 永久锁仓，流通减少", + f"Burned {pct(burn_pct):.1f}% permanently — reduced supply")) +if whales: + buying_w = [h for h in whales if is_buying_only(h)] + if buying_w: + goods.append(_( f"鲸鱼 {len(buying_w)} 个持续买入，尚未出货", + f"{len(buying_w)} whale(s) still accumulating, not sold")) +if kol: + goods.append(_( f"KOL {len(kol)} 个在场（{pct(kol_pct):.2f}%）", + f"{len(kol)} KOL(s) holding ({pct(kol_pct):.2f}%)")) +if diamond_pct > 0.4: + goods.append(_( f"钻石手持仓 {pct(diamond_pct):.1f}%，筹码稳定", + f"Diamond hands hold {pct(diamond_pct):.1f}% — stable chips")) + +exit_signals = [] +if rats: + exit_signals.append(_("老鼠仓钱包出现卖出操作", "Rat trader wallets start selling")) +if dev_holding: + exit_signals.append(_("Dev 钱包开始出货", "Dev wallets start dumping")) +if airdrop_pct>0.15: + exit_signals.append(_("空降大户出现集中卖出", "Airdrop whales start concentrated selling")) +if not exit_signals: + exit_signals = [_("Top5 大户出现集中出货", "Top 5 holders start concentrated selling"), + _("价格跌破建仓均价支撑", "Price breaks below average entry cost")] +exit_signals = exit_signals[:3] + +top5_holders = sorted(normal, key=lambda h: -h['amount_percentage'])[:5] + +def top5_pressure(h): + avg_cost = h.get('avg_cost') or 0 + up_pnl = h.get('unrealized_pnl') or 0 + up_usd = h.get('unrealized_profit') or 0 + buy0 = h.get('buy_tx_count_cur',0)==0 + roles = wallet_roles(h) + if buy0 and not roles: roles.append(_('空降', 'Airdrop')) + role_str = "["+"·".join(roles)+"] " if roles else "" + display_id = (h.get('twitter_name') or '') or addr_short(h['address']) + if buy0 or avg_cost==0: + cost_str = _("零成本（转账获得）", "Zero cost (received via transfer)") + pnl_str = "—" + lv = "⚠️ " + _("高", "High") + note = _("零成本，随时可出货", "Zero cost — can dump anytime") + elif up_pnl>1.0: + mult = up_pnl+1 + cost_str = f"{_('均价', 'avg')} ${avg_cost:.4f}" + pnl_str = f"+{up_pnl*100:.0f}% ({mult:.1f}x) {usd(up_usd)}" + lv = "⚠️ " + _("高", "High") + note = _(f"建仓MC {usd(total_supply*avg_cost)} → 现 {usd(cur_mc)}，浮盈 {mult:.1f}x 压力强", + f"Entry MC {usd(total_supply*avg_cost)} → now {usd(cur_mc)}, {mult:.1f}x gain — strong pressure") + elif up_pnl>0.1: + cost_str = f"{_('均价', 'avg')} ${avg_cost:.4f}" + pnl_str = f"+{up_pnl*100:.0f}% {usd(up_usd)}" + lv = "🟡 " + _("中", "Med") + note = _("小幅浮盈，出货意愿一般", "Moderate gain — mild sell pressure") + elif up_pnl>=-0.1: + cost_str = f"{_('均价', 'avg')} ${avg_cost:.4f}" + pnl_str = f"{up_pnl*100:+.0f}% {usd(up_usd)}" if abs(up_usd)>=1 else _("接近成本", "Near cost") + lv = "🟢 " + _("低", "Low") + note = _("接近成本，短期抛压有限", "Near break-even — limited short-term pressure") + else: + cost_str = f"{_('均价', 'avg')} ${avg_cost:.4f}" + pnl_str = f"{up_pnl*100:.0f}% {usd(up_usd)}" + lv = "🟢 " + _("低", "Low") + note = _("套牢中，短期不易割肉", "Underwater — unlikely to sell soon") + beh = wallet_behavior(h) + beh_str = (" " + _("行为", "behavior") + ": " + beh) if beh else "" + return role_str, display_id, cost_str, pnl_str, lv, note, beh_str, holding_status(h) + +title = _("Holder 筹码分析", "Holder Chip Analysis") +print(f"┌{'─'*56}┐") +print(f"│{(' '+title):^56}│") +print(f"│{(' '+TOKEN_ADDR[:10]+'...'+TOKEN_ADDR[-4:]+' · Top100 · '+CHAIN.upper()):^56}│") +print(f"│{(' MC '+usd(cur_mc)):^56}│") +print(f"└{'─'*56}┘") +print() + +sec1 = _("🚨 砸盘风险", "🚨 Dump Risk") +print(f"━━ {sec1} {'━'*(54-len(sec1))}") +print() +c10f = "🔴" if top10>0.5 else ("🟡" if top10>0.3 else "🟢") +c20f = "🔴" if top20>0.6 else ("🟡" if top20>0.4 else "🟢") +print(f" {_('集中度', 'Concentration')} Top10 {pct(top10):.1f}% {c10f} Top20 {pct(top20):.1f}% {c20f}") +print() +if burn: + print(f" 🔥 {_('销毁地址', 'Burn addr')} {pct(burn_pct):.2f}% ✅ {_('永久锁仓，无法流通', 'Permanently locked, non-circulating')}") + print() +airf = "🔴" if airdrop_pct>0.2 else ("🟡" if airdrop_pct>0.1 else "🟢") +print(f" {_('空降筹码（从未买入、靠转账获得）', 'Airdrop (never bought, received via transfer)')} {len(airdrop)} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(airdrop_pct):.2f}% {airf}") +print() +riskf = "🔴" if risk_pct>0.3 else ("🟡" if risk_pct>0.1 else "🟢") +print(f" {_('风险钱包', 'Risk wallets')} {_('合计', 'total')} {len(risk_all)} {_('个', '')} {_('持仓', 'hold')} {pct(risk_pct):.2f}% {riskf}") +risk_labels = [ + (_("老鼠仓", "Rat Trader"), rats, "🚨"), + (_("捆绑交易", "Bundler"), bundlers, "⚠️"), + (_("狙击者", "Sniper"), snipers, "⚠️"), + (_("新钱包", "Fresh"), fresh, ""), + (_("刷量", "Wash"), wash, ""), +] +for label, group, flag in risk_labels: + if group: + gp = pct(sum(h['amount_percentage'] for h in group)) + print(f" · {label:10s} {len(group):2d} {_('个', '')} {_('持仓', 'hold')} {gp:.2f}% {flag}") +if not any([rats,bundlers,snipers,fresh,wash]): + print(f" · {_('未发现风险标签钱包', 'No risk-tagged wallets found')} 🟢") +print() +bundler_pct_val = sum(h['amount_percentage'] for h in bundlers) +sniper_pct_val = sum(h['amount_percentage'] for h in snipers) +if dangers: + sdp_summary = f"🔴 {dangers[0]}" +elif rats_pct > 0.05: + sdp_summary = _( f"🔴 老鼠仓持仓 {pct(rats_pct):.1f}%，零成本拿的，随时可以无损砸盘", + f"🔴 Rat traders hold {pct(rats_pct):.1f}% at zero cost — can dump with no loss anytime") +elif top10 > 0.4: + sdp_summary = _( f"🟡 Top10 持仓 {pct(top10):.1f}%，筹码过于集中，大户一旦出货冲击很大", + f"🟡 Top10 hold {pct(top10):.1f}% — highly concentrated, big impact if they sell") +elif bundler_pct_val > 0.2: + sdp_summary = _( f"🟡 捆绑钱包持仓 {pct(bundler_pct_val):.1f}%，这批是开盘机器人扫货，出货时可能集中砸盘", + f"🟡 Bundlers hold {pct(bundler_pct_val):.1f}% — bot-swept at open, may dump together") +elif airdrop_pct > 0.15: + sdp_summary = _( f"🟡 空降筹码 {pct(airdrop_pct):.1f}%，这些人零成本拿到币，随时可能出货", + f"🟡 Airdrop supply {pct(airdrop_pct):.1f}% at zero cost — may sell anytime") +elif sniper_pct_val > 0.1: + sdp_summary = _( f"🟡 狙击者持仓 {pct(sniper_pct_val):.1f}%，开盘低价进的，浮盈高、随时可套现", + f"🟡 Snipers hold {pct(sniper_pct_val):.1f}% at launch price — high unrealized gain, may cash out") +elif risk_pct > 0.1: + sdp_summary = _( f"🟡 风险钱包合计持仓 {pct(risk_pct):.1f}%，需要留意动向", + f"🟡 Risk wallets total {pct(risk_pct):.1f}% — watch their moves") +elif burn_pct > 0.1: + sdp_summary = _( f"🟢 销毁了 {pct(burn_pct):.1f}%，流通筹码少，LP 也锁住了，相对干净", + f"🟢 {pct(burn_pct):.1f}% burned — reduced supply, LP locked, relatively clean") +else: + sdp_summary = _("🟢 集中度正常，没发现明显的砸盘风险", + "🟢 Normal concentration, no obvious dump risk detected") +print(f" → {_('小结', 'Summary')}{_('：', ': ')}{sdp_summary}") +print() +print(f" {_('Top5 持仓钱包抛压分析', 'Top 5 Holder Sell Pressure')}") +print(f" {_('浮盈越高 / 建仓MC越低 → 获利了结压力越强', 'Higher unrealized gain / lower entry MC → stronger sell pressure')}") +print() +for i, h in enumerate(top5_holders, 1): + role_str, display_id, cost_str, pnl_str, lv, note, beh_str, st = top5_pressure(h) + hp = pct(h['amount_percentage']) + print(f" {i}. {role_str}{display_id}") + print(f" {_('持仓', 'hold')} {hp:.2f}% {cost_str} {_('盈亏', 'pnl')} {pnl_str}") + print(f" {_('抛压', 'pressure')} {lv} — {note}") + print(f" {_('状态', 'status')} {st}{beh_str}") + print() + +sec2 = _("👨‍💻 Dev 钱包", "👨‍💻 Dev Wallets") +print(f"━━ {sec2} {'━'*(54-len(sec2))}") +print() +dev_status = (_("✅ 全部余额归零", "✅ All cleared") if not dev_holding + else _(f"⚠️ 仍有 {len(dev_holding)} 个持仓中", f"⚠️ {len(dev_holding)} still holding")) +if sub_devs: + print(f" {_('共', 'Total')} {len(devs)} {_('个钱包（1 主号 + ', 'wallets (1 main + ')}{len(sub_devs)}{_(' 小号）', ' sub)')} {dev_status}") +else: + print(f" {_('共', 'Total')} {len(devs)} {_('个钱包', 'wallets')} {dev_status}") +print(f" {_('Dev 合计已实现利润', 'Dev total realized profit')} {usd(dev_realized)}") +print() +if creator: + c_sell_v = creator.get('sell_volume_cur') or 0 + tf_out = creator.get('history_transfer_out_amount') or 0 + tf_val = creator.get('history_transfer_out_income') or 0 + sell_amt = creator.get('sell_amount_cur') or 0 + hold_pct_c = creator.get('amount_percentage') or 0 + c_status = (_("余额归零", "Balance zero") if (creator.get('balance') or 0)<1 + else _(f"⚠️ 持仓 {pct(hold_pct_c):.2f}%", f"⚠️ Holding {pct(hold_pct_c):.2f}%")) + print(f" {_('主号 (Creator)', 'Main (Creator)')} {addr_short(creator['address'])}") + parts = [c_status] + if sell_amt>0: + parts.append(_(f"卖出 {fmt_amt(sell_amt)} 个（{usd(c_sell_v)}）", + f"Sold {fmt_amt(sell_amt)} ({usd(c_sell_v)})")) + if tf_out>0: + to_out = creator.get('token_transfer_out') or {} + to_addr = to_out.get('address') or '' + if to_addr and to_addr in top100_map: + parts.append(_(f"转出 {fmt_amt(tf_out)} 个至 Top100 内部钱包（估值 {usd(tf_val)}）", + f"Transferred {fmt_amt(tf_out)} to Top100 internal wallet (est. {usd(tf_val)})")) + else: + parts.append(_(f"转出 {fmt_amt(tf_out)} 个至外部地址（估值 {usd(tf_val)}）", + f"Transferred {fmt_amt(tf_out)} to external addr (est. {usd(tf_val)})")) + print(f" {' '.join(parts)}") + to_out = creator.get('token_transfer_out') or {} + to_addr = to_out.get('address') or '' + if to_addr and to_addr in top100_map: + target = top100_map[to_addr] + t_mtags = [t for t in (target.get('maker_token_tags') or []) if t not in ('top_holder','transfer_in')] + print(f"\n ⚠️ {_('转出筹码仍在 Top100（换马甲继续持有）：', 'Transferred chips still in Top100 (sock puppet):')}") + print(f" {addr_short(to_addr)} {_('持仓', 'hold')} {pct(target.get('amount_percentage',0)):.2f}% {_('标签', 'tags')}: {' '.join(t_mtags) or _('无','none')}") + elif (creator.get('balance') or 0)<1 and tf_out==0: + print(f" ✅ {_('已完全卖出，无异常转账记录', 'Fully sold, no abnormal transfers')}") + print() + if to_addr and to_addr in top100_map: + dev_summary = _("🔴 Dev 换马甲持仓，这个很危险，随时可以砸盘", + "🔴 Dev using sock puppet — very dangerous, can dump anytime") + elif dev_holding: + dev_summary = _("🟡 Dev 还没出完，有出货风险，关注钱包动向", + "🟡 Dev hasn't fully exited — dump risk, watch wallet activity") + elif dev_realized > 50000: + dev_summary = _(f"🟡 Dev 已套现 {usd(dev_realized)}，虽然出完了但赚了不少", + f"🟡 Dev cashed out {usd(dev_realized)} — exited but made significant profit") + else: + dev_summary = _("🟢 Dev 已清仓，没有持仓压力", + "🟢 Dev fully exited — no holding pressure") + print(f" → {_('小结', 'Summary')}{_('：', ': ')}{dev_summary}") + print() + if created_data: + all_tokens = created_data.get('tokens') or [] + total_cnt = (created_data.get('inner_count') or 0)+(created_data.get('open_count') or 0) + mig_cnt = created_data.get('open_count') or 0 + nonmig_cnt = created_data.get('inner_count') or 0 + print(f" {_('历史发币', 'Token history')} {_('共', 'total')} {total_cnt} {_('已迁移', 'migrated')} {mig_cnt} {_('未迁移', 'unmigrated')} {nonmig_cnt}") + top3_mc = sorted(all_tokens, key=lambda t: float(t.get('market_cap') or 0), reverse=True)[:3] + if top3_mc: + print(f" {_('当前市值 Top3', 'Current MC Top3')}:") + for i, t in enumerate(top3_mc, 1): + mig_label = _('已迁移', 'migrated') if t.get('is_open') else _('未迁移', 'unmigrated') + print(f" {i}. {t.get('symbol','?')} {usd(float(t.get('market_cap') or 0))} [{mig_label}]") + ath_info = created_data.get('creator_ath_info') or {} + if ath_info and ath_info.get('ath_mc'): + is_curr = ath_info.get('ath_token','').lower()==TOKEN_ADDR.lower() + curr_label = _('（本币）', ' (this token)') if is_curr else '' + print(f" {_('历史最高市值', 'All-time high MC')}: {ath_info.get('token_name','')}({ath_info.get('token_symbol','?')}){curr_label} ATH {usd(float(ath_info.get('ath_mc') or 0))}") + print() + +sec3 = _("🔗 关联资金", "🔗 Related Funds") +print(f"━━ {sec3} {'━'*(54-len(sec3))}") +print() +print(f" {_('多个钱包来自同一资金来源地址，或在极短时间内同步注资', 'Multiple wallets from same funding source or funded in tight time windows')}") +print() +if related: + relf = "🔴" if related_pct>0.15 else ("🟡" if related_pct>0.05 else "🟢") + print(f" {_('涉及', 'Involves')} {len(related)} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(related_pct):.2f}% {usd(related_usd)} {relf}") + print() + print(f" ├─ {_('同一资金来源地址', 'Same funding source')} {len(same_src_groups)} {_('组', 'groups')} / {same_src_wallets} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(same_src_pct):.2f}%") + if same_src_groups: + fa, ws = same_src_groups[0] + native_in = sum(float((w.get('native_transfer') or {}).get('amount',0) or 0) for w in ws) + native_sym = 'SOL' if CHAIN=='sol' else ('BNB' if CHAIN=='bsc' else 'ETH') + print(f" │ {_('最大组', 'Largest group')}: {len(ws)} {_('个钱包', 'wallets')} {_('同一地址先后转入启动资金', 'funded sequentially from same addr')} {native_in:.4f} {native_sym}") + print(f" │") + if win_groups: + win_total = sum(len(v) for __,v in win_groups) + if win_total>=3: + k,v = win_groups[0] + print(f" └─ {_('同期注资（30min内集中入场）', 'Coordinated funding (within 30min)')} {win_total} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(win_pct):.2f}% ⚠️") + print(f" {_('最大批次', 'Largest batch')}: {len(v)} {_('个钱包', 'wallets')} {_('合计持仓', 'total hold')} {pct(sum(h['amount_percentage'] for h in v)):.3f}%") + else: + print(f" └─ {_('同期注资（30min内集中入场）', 'Coordinated funding (within 30min)')} {win_total} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(win_pct):.2f}%") + else: + print(f" └─ {_('未发现同期集中注资', 'No coordinated funding detected')}") +else: + print(f" {_('未发现明显关联资金', 'No significant linked funds detected')} 🟢") +print() + +sec4 = _("🧠 优质信号", "🧠 Quality Signals") +print(f"━━ {sec4} {'━'*(54-len(sec4))}") +print() +print(f" {_('聪明钱', 'Smart Money')} {len(smart):2d} {_('持仓', 'hold')} {pct(smart_pct):.2f}% {'✅' if smart else '—'}") +if smart: print(f" {_('近期动向', 'Recent')}: {trend_str(smart)}") +print(f" KOL {len(kol):2d} {_('持仓', 'hold')} {pct(kol_pct):.2f}% {'✅' if kol else '—'}") +if kol: + for h in kol: + name = h.get('twitter_name') or h.get('name') or addr_short(h['address']) + print(f" · {name} {_('持仓', 'hold')} {pct(h['amount_percentage']):.2f}% {holding_status(h)} {_('买/卖', 'buy/sell')}: {h.get('buy_tx_count_cur',0)}/{h.get('sell_tx_count_cur',0)}") +print(f" {_('鲸鱼', 'Whale')} {len(whales):2d} {_('持仓', 'hold')} {pct(whale_pct):.2f}% {'✅' if whales else '—'}") +if whales: print(f" {_('近期动向', 'Recent')}: {trend_str(whales)}") +print() +df = "✅" if diamond_pct>0.5 else ("🟡" if diamond_pct>0.3 else "⚠️") +print(f" {_('钻石手（从未卖出）', 'Diamond hands (never sold)')} {len(diamond):2d} {_('持仓', 'hold')} {pct(diamond_pct):.1f}% {df}") +print(f" {_('部分卖出(<50%)', 'Partial sell (<50%)')} {len(partial):2d} {_('大量卖出(≥50%)', 'Heavy sell (≥50%)')} {len(heavy_sell):2d}") +sig_count = len(smart) + len(kol) + len(whales) +kol_selling = [h for h in kol if (h.get('sell_tx_count_cur') or 0) > 0] +kol_holding = [h for h in kol if (h.get('sell_tx_count_cur') or 0) == 0 and (h.get('balance') or 0) >= 1] +smart_selling = [h for h in smart if (h.get('sell_tx_count_cur') or 0) > 0] +smart_holding = [h for h in smart if (h.get('sell_tx_count_cur') or 0) == 0 and (h.get('balance') or 0) >= 1] +if sig_count == 0: + sig_summary = _("🟡 没有聪明钱和KOL，这个币没什么外部背书", + "🟡 No smart money or KOL — no external endorsement") +elif kol_selling and len(kol_selling) >= max(1, len(kol)//2+1): + sig_summary = _(f"🟡 {len(kol)}个KOL里有{len(kol_selling)}个已开始卖——跟进要小心", + f"🟡 {len(kol_selling)}/{len(kol)} KOL(s) already selling — be careful following") +elif smart_selling and len(smart_selling) >= max(1, len(smart)//2+1): + sig_summary = _(f"🟡 聪明钱里有{len(smart_selling)}个已经在出货，信号在减弱", + f"🟡 {len(smart_selling)} smart money wallet(s) selling — signal weakening") +elif smart_holding: + sig_summary = _(f"🟢 {len(smart_holding)}个聪明钱一直持仓没卖，这类人通常提前判断，信号较强", + f"🟢 {len(smart_holding)} smart money wallet(s) holding firm — usually early movers, strong signal") +elif kol_holding: + sig_summary = _(f"🟢 {len(kol_holding)}个KOL全程持仓未卖，参考价值保留", + f"🟢 {len(kol_holding)} KOL(s) fully holding — signal still valid") +else: + sig_summary = _("🟢 鲸鱼在场，有大资金背书", + "🟢 Whales present — backed by large capital") +print(f" → {_('小结', 'Summary')}{_('：', ': ')}{sig_summary}") +print() + +sec5 = _("📈 入场成本分析", "📈 Entry Cost Analysis") +print(f"━━ {sec5} {'━'*(54-len(sec5))}") +print() +print(f" {_('当前 MC', 'Current MC')} {usd(cur_mc)}") +print() +time_clusters = defaultdict(list) +for h in normal: + sh = h.get('start_holding_at') or 0 + if sh<=0: continue + time_clusters[(sh-token_launch)//86400].append(h) +sig_clusters = sorted([(age,ws) for age,ws in time_clusters.items() if len(ws)>=2], + key=lambda x: -sum(h['amount_percentage'] for h in x[1]))[:4] + +for rank, (age, ws) in enumerate(sig_clusters, 1): + entry_ts = token_launch + age*86400 + label = age_label(entry_ts) + total_hp = sum(h['amount_percentage'] for h in ws) + costed = [h for h in ws if (h.get('avg_cost') or 0)>0] + selling_out = [h for h in ws if holding_status(h) in ( + _('🔴 大量出货','🔴 Heavy Selling'), _('🟡 出货中','🟡 Selling'))] + still_hold = [h for h in ws if (h.get('balance') or 0)>=1] + if costed: + avg_entry = sum(total_supply*h['avg_cost'] for h in costed)/len(costed) + roi = (cur_mc-avg_entry)/avg_entry*100 if avg_entry>0 else 0 + mc_str = _(f"建仓MC {usd(avg_entry)} → 现 {usd(cur_mc)} ({roi:+.0f}%)", + f"Entry MC {usd(avg_entry)} → now {usd(cur_mc)} ({roi:+.0f}%)") + else: + avg_entry=0; roi=0 + mc_str = _("建仓MC 未知（转账获得）", "Entry MC unknown (received via transfer)") + sell_ratio = len(selling_out)/len(still_hold) if still_hold else 0 + if roi>500 and sell_ratio>0.15: + risk_flag = "🔴" + conclusion = _(f"这批人建仓时才 {usd(avg_entry)}，涨了 {roi:.0f}%，现在有 {len(selling_out)} 个在卖出套现——追入容易接到他们的盘", + f"Entry at {usd(avg_entry)}, up {roi:.0f}%, {len(selling_out)} already selling — buying now means catching their exits") + elif roi>200 and sell_ratio>0.1: + risk_flag = "🟡" + conclusion = _(f"涨了 {roi:.0f}%，有 {len(selling_out)} 个开始出货，但多数还没动——注意大户下一步动向", + f"Up {roi:.0f}%, {len(selling_out)} starting to sell but most still holding — watch whale next moves") + elif roi>0: + risk_flag = "🟢" + conclusion = _(f"涨了 {roi:.0f}%，出货的人不多，短期卖压不大", + f"Up {roi:.0f}%, few selling — limited short-term pressure") + else: + risk_flag = "🟢" + conclusion = _(f"这批人目前亏着呢（{roi:.0f}%），不到割肉的程度，短期不太会卖", + f"Currently down {roi:.0f}% — unlikely to sell at a loss short-term") + batch_label = _('批次', 'Batch') + print(f" {batch_label}{rank}{_('（', '(')}{label}{_('）', ')')} {len(ws)} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(total_hp):.2f}% {risk_flag}") + print(f" {mc_str}") + print(f" ➤ {conclusion}") + print() + notable = sorted([h for h in ws if h.get('balance',0)>=1 and h['amount_percentage']>=0.002], + key=lambda h: -h['amount_percentage']) + if not notable: + notable = sorted([h for h in ws if h.get('balance',0)>=1], key=lambda h: -h['amount_percentage'])[:5] + dumping = [h for h in notable if is_selling(h)] + holding_firm = [h for h in notable if is_buying_only(h)] + silent_list = [h for h in notable if not is_active(h)] + if dumping: + print(f" 🚨 {_('出货中的大户', 'Selling whales')}") + for h in dumping[:3]: + did = (h.get('twitter_name') or '') or addr_short(h['address']) + roles = wallet_roles(h) + role_s = "["+"·".join(roles)+"] " if roles else "" + print(f" · {role_s}{did} {pct(h['amount_percentage']):.2f}% {_('浮盈','pnl')}{(h.get('unrealized_pnl') or 0)*100:+.0f}% {_('已卖','sold')} {h.get('sell_tx_count_cur') or 0}x {holding_status(h)}") + print() + if holding_firm: + print(f" 📈 {_('持续加仓/未出货', 'Still accumulating / not sold')}") + for h in holding_firm[:3]: + did = (h.get('twitter_name') or '') or addr_short(h['address']) + roles = wallet_roles(h) + role_s = "["+"·".join(roles)+"] " if roles else "" + print(f" · {role_s}{did} {pct(h['amount_percentage']):.2f}% {_('浮盈','pnl')}{(h.get('unrealized_pnl') or 0)*100:+.0f}% {_('已买','bought')} {h.get('buy_tx_count_cur') or 0}x") + print() + if silent_list: + silent_pct_val = sum(h['amount_percentage'] for h in silent_list) + buy0_cnt = sum(1 for h in silent_list if h.get('buy_tx_count_cur',0)==0) + note_str = (_("零成本空降为主", "mostly zero-cost airdrop") if buy0_cnt>len(silent_list)//2 + else _("持仓未动", "holding without activity")) + print(f" 💤 {_('静默持仓', 'Silent holders')} {len(silent_list)} {pct(silent_pct_val):.2f}% → {_('抛压低，', 'low pressure, ')}{note_str}") + print() + print() + +sec6 = _("💰 持仓者购买力", "💰 Holder Buying Power") +print(f"━━ {sec6} {'━'*(54-len(sec6))}") +print() +print(f" {_('衡量现有持仓者还有多少子弹可以加仓', 'How much ammo holders have left to add')} {_('合计可用余额', 'Total balance')} {usd(total_buying_power)}") +print() +if zero_wallets: + print(f" ⚫ {_('零余额', 'Zero balance')} {len(zero_wallets):3d} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(zero_pct_val):.2f}% $0 → {_('无加仓能力，可能是分仓小号', 'No buying power, likely sub-wallets')}") +if low_wallets: + low_total = sum(native_usd(h) for h in low_wallets) + print(f" 🟡 {_('低（<$200）', 'Low (<$200)')} {len(low_wallets):3d} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(low_pct_val):.2f}% {usd(low_total)}") +if mid_wallets: + mid_total = sum(native_usd(h) for h in mid_wallets) + print(f" 🟠 {_('中（$200~$1200）', 'Mid ($200~$1200)')} {len(mid_wallets):3d} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(mid_pct_val):.2f}% {usd(mid_total)}") +if high_wallets: + print(f" 🔴 {_('高（$1200+）', 'High ($1200+)')} {len(high_wallets):3d} {_('个钱包', 'wallets')} {_('持仓', 'hold')} {pct(high_pct_val):.2f}% {usd(high_total)} → {_('可随时加仓', 'can add anytime')}") +print() +if high_wallets: + print(f" ➤ {_('高余额钱包', 'High-balance wallets')} {len(high_wallets)} {_('个持仓', 'holding')} {pct(high_pct_val):.1f}%{_('，', ', ')}{_('合计', 'total')} {usd(high_total)} {_('可随时加仓', 'ready to add')}") +if zero_wallets and zero_pct_val > 0.05: + print(f" ➤ {len(zero_wallets)} {_('个钱包零余额（持仓 ', 'wallets with zero balance (hold ')}{pct(zero_pct_val):.1f}%{_('）', ')')}, {_('无加仓能力，可能是分仓小号', 'no buying power, likely sub-wallets')}") +print() + +sec7 = _("📊 筹码结构", "📊 Chip Structure") +print(f"━━ {sec7} {'━'*(54-len(sec7))}") +print() +total_n = len(normal) +if total_n > 0: + print(f" {_('盈利', 'Profit')} {len(profit_w)} ({len(profit_w)/total_n*100:.0f}%) {_('亏损', 'Loss')} {len(loss_w)} ({len(loss_w)/total_n*100:.0f}%) {_('持平', 'Break-even')} {total_n-len(profit_w)-len(loss_w)}") +tf_flag = "⚠️" if len(trapped)>30 else "" +print(f" {_('套牢盘（浮亏>20%）', 'Underwater (>20% loss)')} {len(trapped)} {_('持仓', 'hold')} {pct(sum(h['amount_percentage'] for h in trapped)):.2f}% {tf_flag}") +print(f" {_('平均持仓时长', 'Avg hold duration')} {avg_hold_days:.1f} {_('天', 'days')}") +print() + +sec8 = _("🤖 AI 建议", "🤖 AI Advice") +print(f"━━ {sec8} {'━'*(54-len(sec8))}") +print() +print(f" {rating_em} {rating_text}") +print() +if dangers: + print(f" {_('核心风险', 'Core Risks')}:") + for d in dangers: print(f" · {d}") +if warns: + print(f" {_('注意信号', 'Warnings')}:") + for w in warns: print(f" · {w}") +if goods: + print(f" {_('积极因素', 'Positives')}:") + for g in goods: print(f" · {g}") +hf = "🔴" if healthy_ratio<0.3 else ("🟡" if healthy_ratio<0.5 else "🟢") +print(f"\n {_('健康筹码', 'Healthy chips')} {pct(healthy_ratio):.1f}% {hf} DEX {pct(dex_pct):.1f}% {_('不纳入评估', 'excluded from eval')}") +print() +print(f" {_('关注以下信号，出现则考虑离场：', 'Watch for these exit signals:')}") +for sig in exit_signals: + print(f" · {sig}") +print() +print("=" * 58) +print(" [OUTPUT COMPLETE — COPY ABOVE VERBATIM, DO NOT SUMMARIZE]") +print("=" * 58)