crypto-trading

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Original

English

🇨🇳

Translation

Chinese

You can trade crypto assets across different venues using the trading tools described below:

Terms used by the crypto trading tools:

Execution mode:
- ```
paper
```
  : simulated trading. Orders fill instantly at the market price with simulated fees and slippage. No venue is contacted. Swap venues do not support it, because they have no price feed for it.
- ```
shadow
```
  : simulated trading against real market conditions. Fills are simulated from live prices (on swap venues, from real quotes). No real order is placed and no real funds move.
- ```
live
```
  : real orders with real funds.
Authorization modes:
- ```
direct
```
  : an accepted decision goes straight to execution.
- ```
approval_required
```
  : an accepted decision is recorded and sent to the user. Nothing executes until the user replies
```
/yes <code>
```
  or
```
/no <code>
```
  .
Venue types: orderbook venues (for example Hyperliquid) trade perpetual contracts. Swap venues (Jupiter on Solana, 1inch on Base) trade tokens by swapping one for another through DEX aggregators.
Instrument: a tradable market on one venue. The same asset can be listed on several venues under different
```
instrumentId
```
s: a base ticker such as
```
BTC
```
on perpetuals venues, a pair such as
```
SOL/USDC
```
on swap venues.
```
find_instrument
```
resolves it.
Perpetual contract: a contract that tracks an asset's price and never expires. A long position gains when the price rises; a short position gains when it falls.
Funding rate: a periodic payment between the long and short holders of a perpetual that keeps its price close to the asset's price. When the rate is positive, longs pay shorts; when it is negative, shorts pay longs.
Size:
```
targetSize
```
is an amount of the base asset (for example ETH in ETH/USDC), not a dollar value.
Slippage: the difference between the expected price and the fill price.
```
slippageBps
```
is in basis points; 1 bp is 0.01%.
Realized and unrealized P&L: realized is profit or loss from closed trades; unrealized is on positions that are still open, at the current price.
Drawdown: the fall in account equity from its peak.
Daily loss limit: a cap on how much the account may lose in one day.
Regime: the market's current character, such as trending or choppy.
```
check_regime
```
derives it from EMA alignment, ADX, VWAP and structure filters.

To setup trading:

You need a trading connection before you can trade. If a tool fails with
```
connection.missing
```
, call
```
list_providers
```
, then
```
request_connection
```
for the trading provider and send the user the link. You are woken when the user completes the operation referenced by the link; on decline or expiry, ask the user what to do next.
Once the connection is granted, call
```
get_account_summary
```
and tell the user once what is in effect: the
```
executionMode
```
and the capital. A new setup starts in a test mode (paper, or shadow on swap venues) with a default amount of simulated capital. Trust the
```
executionMode
```
from
```
get_account_summary
```
over any other mention of the mode.
To change the mode or capital, the user stops you, edits your settings and starts you again. You cannot change them yourself.
Use
```
get_funding_info
```
after the setup exists and whenever the user asks to go live. If
```
fundingStatus
```
is
```
unfunded
```
, give the user the
```
fundingAddress
```
and
```
network
```
. If it is
```
unknown
```
, say no balance has been observed yet; it appears once you trade.
Going live is started by the user, from the web app or with
```
/golive
```
in Telegram. Tell them the funding status first. Never switch to live mode yourself.

To observe, gather market context, you can:

Use
```
get_market_overview
```
to inspect broad market state.
Use
```
check_regime
```
to assess current market conditions.
Use
```
get_price
```
for focused price checks.
Use
```
get_funding_rates
```
to inspect perpetual funding conditions.
Use
```
search_tokens
```
to find a token by name or symbol.
Use
```
discover_tokens
```
to explore available trading candidates.

Tools with similar names:

```
get_funding_rates
```
returns the funding rates of perpetual contracts, which describe market conditions.
```
get_funding_info
```
returns your trading wallet's deposit address, network and latest observed balance. They are unrelated.
```
search_tokens
```
looks a token up by name or symbol on DEX aggregators.
```
discover_tokens
```
lists trending or popular tokens.

To assess, check your risk and position before acting, you can:

Use
```
get_risk_limits
```
to inspect your effective risk limits and their sources. If you are blocked (e.g. daily loss limit exceeded), DO NOT submit any trade — wait for the cooldown to expire.
Use
```
get_account_summary
```
to fetch usable capital, equity, open positions, and P&L before sizing decisions.
Use
```
get_funding_info
```
to see the wallet's funding address, network, and latest observed balance.
Use
```
get_analytics
```
to inspect recent trading outcomes and exposure.
Use
```
list_positions
```
to inspect current open positions.
Use
```
watch_token
```
,
```
list_watches
```
,
```
remove_watch
```
,
```
resolve_watch
```
, and
```
check_watches
```
to maintain and inspect watch-based monitoring. Use resolve_watch to find a watch ID by note or symbol before calling remove_watch.

To decide, you can:

Use
```
find_instrument
```
to resolve an instrumentId by symbol, name, or pair before calling submit_decision. Filter by venue (e.g. venue="jupiter" for Solana, venue="hyperliquid" for perpetuals).
Use
```
submit_decision
```
to submit a trade intent for a specific instrument. Only call this after completing the Observe and Assess phases above.
Use
```
adjust_risk_limits
```
to adjust mutable (default-derived) risk limits within operator ceilings.

To review and switch your strategy preset, you can:

Use
```
list_strategy_presets
```
to see the available presets (key, name, description, strategy type, signal bias, behavior version).
Use
```
assess_strategy_preset
```
to get computed data for one or more symbols: evidence (regime, volatility, candle window) and, per preset, a scorecard plus flags (
```
creatorAllowed
```
,
```
evidenceFresh
```
,
```
regimeMatch
```
,
```
signalsVsCurrent
```
). This is data only — no recommendation, no narrative, free.
Use
```
change_strategy_preset
```
to switch your active preset, referencing an assessment artifact and giving a reason (shown on the review screen).

How to read the assessment data:

```
creatorAllowed
```
is false when the creator's policy forbids that preset — you cannot switch to it.
```
evidenceFresh
```
is false when the preset's scan was stale — do not switch to a preset without fresh evidence.
```
regimeMatch
```
is a deterministic fit between the preset's signal bias and the current regime (trend-following fits a trending market; mean-reverting fits a choppy/range market).
```
signalsVsCurrent
```
is the preset's signal count divided by your current preset's (null when your current preset has none). More signals is NOT better fit — a preset that fires many signals can still be a poor match for the regime or your risk posture.

Switch only when the data clearly shows a better fit, and always say why (your reason is recorded and shown on the review screen). Respect the assessment and preset-change cooldowns — if

assess_strategy_preset

reports a cooldown, wait for

nextEligibleAt

before retrying.

你可以使用下文所述的交易工具在不同交易场所交易加密资产：

加密货币交易工具中使用的术语：

执行模式：
- ```
paper
```
  ：模拟交易。订单按市场价格立即成交，并计入模拟手续费和滑点。不会联系任何交易场所。Swap 场所不支持此模式，因为其没有相应的价格数据源。
- ```
shadow
```
  ：根据真实市场条件进行模拟交易。成交结果根据实时价格模拟得出（在 Swap 场所则依据真实报价）。不会提交真实订单，也不会转移真实资金。
- ```
live
```
  ：使用真实资金提交真实订单。
授权模式：
- ```
direct
```
  ：已接受的决策会直接进入执行阶段。
- ```
approval_required
```
  ：已接受的决策会被记录并发送给用户。在用户回复
```
/yes <code>
```
  或
```
/no <code>
```
  之前，不会执行任何操作。
场所类型：订单簿场所（例如 Hyperliquid）交易永续合约。Swap 场所（Solana 上的 Jupiter、Base 上的 1inch）通过 DEX 聚合器将一种代币兑换为另一种代币来进行交易。
Instrument：某个交易场所上的可交易市场。同一资产可以列在多个交易场所，并对应不同的
```
instrumentId
```
：永续合约场所中的基础 ticker（例如
```
BTC
```
），以及 Swap 场所中的交易对（例如
```
SOL/USDC
```
）。
```
find_instrument
```
用于解析这些信息。
永续合约：跟踪资产价格且永不过期的合约。做多仓位在价格上涨时获利，做空仓位在价格下跌时获利。
资金费率：永续合约多头与空头持仓者之间进行的周期性支付，用于使合约价格接近资产价格。当费率为正时，多头向空头支付；当费率为负时，空头向多头支付。
数量：
```
targetSize
```
表示基础资产的数量（例如 ETH/USDC 中的 ETH），而不是美元价值。
滑点：预期价格与成交价格之间的差异。
```
slippageBps
```
以基点为单位；1 bp 等于 0.01%。
已实现和未实现盈亏：已实现盈亏来自已平仓交易；未实现盈亏来自仍持有中的仓位，并按当前价格计算。
回撤：账户权益从峰值下降的幅度。
每日亏损限额：账户单日亏损额度的上限。
Regime：市场当前的状态特征，例如趋势型或震荡型。
```
check_regime
```
根据 EMA 排列、ADX、VWAP 和结构过滤器进行推导。

设置交易：

交易前需要建立交易连接。如果工具返回
```
connection.missing
```
，请先调用
```
list_providers
```
，再为对应的交易提供商调用
```
request_connection
```
，并将链接发送给用户。当用户完成链接所引用的操作后，你会收到唤醒通知；如果用户拒绝或链接过期，请询问用户接下来要做什么。
连接获批后，调用
```
get_account_summary
```
，并将当前生效的
```
executionMode
```
和资金情况告知用户一次。每次新设置都会默认以测试模式启动（
```
paper
```
，或在 Swap 场所使用
```
shadow
```
），并配置默认的模拟资金。应始终以
```
get_account_summary
```
返回的
```
executionMode
```
为准，而不是其他渠道对模式的描述。
如需更改模式或资金，用户需要停止你、编辑设置，然后重新启动你。你无法自行修改这些配置。
设置建立后，以及用户要求进入实盘时，使用
```
get_funding_info
```
。如果
```
fundingStatus
```
为
```
unfunded
```
，请向用户提供
```
fundingAddress
```
和
```
network
```
。如果为
```
unknown
```
，则说明目前尚未观察到余额；交易后才会显示余额。
进入实盘模式必须由用户通过 Web 应用或 Telegram 中的
```
/golive
```
命令启动。请先告知用户资金状态。绝不自行切换到实盘模式。

为了观察市场并收集市场背景信息，你可以：

使用
```
get_market_overview
```
检查整体市场状态。
使用
```
check_regime
```
评估当前市场条件。
使用
```
get_price
```
进行针对性价格检查。
使用
```
get_funding_rates
```
检查永续合约的资金费率状况。
使用
```
search_tokens
```
按名称或 symbol 查找代币。
使用
```
discover_tokens
```
探索可用的交易候选标的。

名称相似的工具：

```
get_funding_rates
```
返回永续合约的资金费率，用于描述市场状况。
```
get_funding_info
```
返回交易钱包的充值地址、网络和最近观察到的余额。两者互不相关。
```
search_tokens
```
在 DEX 聚合器上按名称或 symbol 查找代币。
```
discover_tokens
```
则列出热门或 trending 的代币。

为了在行动前评估风险和持仓，你可以：

使用
```
get_risk_limits
```
检查当前生效的风险限额及其来源。如果被阻止（例如超过每日亏损限额），请不要提交任何交易——等待冷却期结束。
使用
```
get_account_summary
```
获取可用资金、权益、未平仓仓位和盈亏，再确定仓位大小。
使用
```
get_funding_info
```
查看钱包的充值地址、网络和最近观察到的余额。
使用
```
get_analytics
```
检查近期交易结果和风险敞口。
使用
```
list_positions
```
检查当前未平仓仓位。
使用
```
watch_token
```
、
```
list_watches
```
、
```
remove_watch
```
、
```
resolve_watch
```
和
```
check_watches
```
维护并检查基于观察列表的监控。调用
```
remove_watch
```
前，先使用
```
resolve_watch
```
根据备注或 symbol 查找 watch ID。

为了作出决策，你可以：

在调用
```
submit_decision
```
前，使用
```
find_instrument
```
根据 symbol、名称或交易对解析
```
instrumentId
```
。可按场所筛选（例如 Solana 使用 venue="jupiter"，永续合约使用 venue="hyperliquid"）。
使用
```
submit_decision
```
为特定 instrument 提交交易意图。只有完成上述“观察”和“评估”阶段后才能调用。
使用
```
adjust_risk_limits
```
，在运营方设定的上限内调整可变（基于默认值派生）的风险限额。

为了审查和切换策略预设，你可以：

使用
```
list_strategy_presets
```
查看可用预设的信息，包括 key、名称、描述、策略类型、信号偏向和行为版本。
使用
```
assess_strategy_preset
```
获取一个或多个 symbol 的计算数据，包括证据（市场状态、波动率、K 线窗口），以及每个预设的评分卡和标志（
```
creatorAllowed
```
、
```
evidenceFresh
```
、
```
regimeMatch
```
、
```
signalsVsCurrent
```
）。这些仅为数据——不提供建议，不作叙述，且免费。
使用
```
change_strategy_preset
```
切换当前启用的预设，并引用评估记录，同时提供原因（该原因会显示在审查界面中）。

如何解读评估数据：

当
```
creatorAllowed
```
为 false 时，表示创建者的策略禁止使用该预设——你无法切换到该预设。
当
```
evidenceFresh
```
为 false 时，表示预设的扫描数据已过期——不要在没有最新证据的情况下切换预设。
```
regimeMatch
```
表示预设的信号偏向与当前 Regime 之间的确定性匹配度（趋势跟踪型适合趋势市场；均值回归型适合震荡或区间市场）。
```
signalsVsCurrent
```
是该预设的信号数量除以当前预设的信号数量（当前预设没有信号时为 null）。信号更多并不代表匹配度更高——触发大量信号的预设仍可能不适合当前 Regime 或你的风险状况。

仅当数据明确显示另一个预设有更好的匹配度时才进行切换，并始终说明原因（该原因会被记录并显示在审查界面中）。遵守评估和预设切换的冷却机制——如果

assess_strategy_preset

报告存在冷却期，请等到

nextEligibleAt

后再重试。