# Hermes as an Onchain Analyst
**作者**: 0xJeff
**日期**: 2026-05-18T07:05:08.000Z
**来源**: [https://x.com/0xJeff/status/2058819494609653875](https://x.com/0xJeff/status/2058819494609653875)
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Every single week, Hermes gets an upgrade.
Earlier last week it was x_search where Hermes could directly tap into X rich real-time news/insights without having to use X API (saving lots of $ on credits).
> **0xJeff@0xJeff**: [原文链接](https://x.com/0xJeff/status/2056269840009318569)
>
3-4 days ago it was "skill bundling" feature, a feature that lets you group multiple individual skills into one reusable command. This is massive because instead of manually typing each skill consequently and hoping the agent remembers to load them, you can just run the bundle which loads all the skills — ensuring consistency & reliability.
In this article, we'll explore a skill bundle that's designed for an onchain analyst job — tracing onchain data, identifying who bought/who dumped, how much they have left, and more.
Every single time I decide to invest in a project, I always wonder "Are there people who are going to dump on me". Sure, everything is onchain and one can use tools like BubbleMaps, Arkham, Dexscreener or go through the explorer to identify who accumulated early. But the reality is.... it's not that easy, there aren't any tools that you can ask to get a complete picture.
Well, there are, but most of them are quite expensive.
> Actually... not anymore.... With the rise of x402-integrated services & tools, these tools are becoming very affordable. Instead of paying $100+ for subscription, paying per one time use only cost $0.03 - $0.11 per run.
## The Onchain Forensics Pipeline
This is what the report looks like after a run


You get
- Top sellers
- Top accumulators
- Net flows across 4 time periods
On top of the report, Cookie MCP is run for sentiment data points & cross-check them with onchain movements.
For VVV, the output is below

Interestingly, it caught neetguy who publicly said that he sold his VVV + he committed to it onchain.
## How does the pipeline work
When you think about top onchain forensic tools, you tend to think about Arkham Intelligence or Nansen. Both of which are highly capable and have rich databases identifying which wallet is who.
Nansen is a key part of this pipeline (BlockRun is the fallback). They're now available in x402 and I'm using them via @agentcashdev (great aggregator)
The pipeline (5 skills + 1 MCP bundled together)
- Pool discovery | DexScreener (free API) | $0 |
- Wallet forensics | Nansen TGM + Nansen Balances via agentcash x402 | $0.03-0.07 |
- RPC cross-check | Base RPC (drpc.org) | $0 |
- Token Unlocks | Tokenomist API | $0 |
- Social sentiment | Cookie MCP (3 queries) | $0 |
- Synthesis | Cross-reference matrix → unified verdict | — |
Nansen as the core, BlockRun as a fallback.
Added Tokenomist upcoming token unlocks in there because I got free subscription from the team. They don't have x402 yet so you can skip for now.
Does 8 things in one shot:
- DexScreener pool discovery (liquidity, volume, price, 24h change)
- Nansen TGM timeline across 24h/3d/7d/30d (buy/sell pressure, acceleration detection)
- Top sellers with avg exit price (real execution price from sold_volume_usd / sold_token_volume)
- Top buyers with avg entry price (same from bought_volume_usd)
- Nansen wallet balances (remaining inventory, full portfolio view)
- Wallet age estimation (4 RPC calls per wallet — free binary search)
- RPC cross-check (balanceOf + ETH + nonce + contract detection)
- CEX deposit detection (Coinbase Base Bridge + label keyword scan)
- Tokenomist unlock cross-reference
- Dump classification (investor dump, smart money, bot accumulation, institutional interest)
- Tufte HTML report + structured JSON snapshot
The Tufte part is what I installed into Hermes yesterday so it can create better charts (optional). Check this GitHub out if you wanna try:
> **❈Aref❈@aref_vc**: [原文链接](https://x.com/aref_vc/status/2058086632633606331)
>
> Distilled key design and data visualisation principles from the foundational 3 books of E. Tufte into a Claude Code skill you can use with any content or dataset, you can set it up, fork it, star it...
> https://github.com/aref-vc/tufte-claude-skill…
>
> 
Venice shows continuous accumulation. For others, the finding might show continuous dump up to the last 3d where onchain movement flipped and people started accumulating.
We can also further check to see if the pump or the dump is coming from single entity or spread across smaller retail.
## How am I integrating the pipeline with my other workflows
I have set up regular health check on my port now that'll run every 3 days.

Every 3 days, Hermes run full onchain forensic pipeline to understand the onchain reality + cross-check Cookie for sentiment + check technical analysis to see if overbought/oversold, if it could run up higher (if it's pumping), if it could dump further (if it's dumping).
Pretty exciting to have this new capability on my Hermes ahaha.
## Thoughts on the tools (especially x402)
Originally, I thought x402 is practically useless because there are many free MCP or API tools with generous free tiers around. I thought what's the point of x402 because the agent can use stick to the free stuff.
I was wrong.... x402 pay-per-use is sooooo good. I've run like 15-20 x402 runs already testing different tools and I spent like $1.5 so far.
These runs would have costed me $100+ without x402 because I'd have to manually subscribe each data providers and grab their API (which also takes a lot of time and efforts).
## Wrapping it up
x402 is great but it's going to take time to onboard more premium data merchants especially outside of Web3. As for me, I hope Arkham and BubbleMaps integrate x402 soon (if not, please give generous MCP/API use pls lol)
After 2 months of using Hermes, the guy has already been set up to augment many of my workflows already
- Surfacing market insights → X cron jobs, delivering briefs relevant to me at 10AM everyday
- Identifying prediction market opps → capture whale accumulation, sharp signals
- Deep research pipeline → structured research pipeline that can break down any complex topic and provide high quality outputs
- Onchain research pipeline → the one we just went over in this article
- Plus countless more alerts for equities, crypto, macro, geopolitics, and more
Anyhow, if you're interested to know which tool(s) I'm using for my Hermes analyst stack. Do check out the Tool Shed. We have over 10+ tools now (most of which are free or pretty low cost).
Thanks for checking this episode out and enjoy working with your Hermes! See you in the next one.
## 相关链接
- [0xJeff](https://x.com/0xJeff)
- [@0xJeff](https://x.com/0xJeff)
- [19K](https://x.com/0xJeff/status/2058819494609653875/analytics)
- [May 18](https://x.com/0xJeff/status/2056269840009318569)
- [150K](https://x.com/0xJeff/status/2056269840009318569/analytics)
- [@agentcashdev](https://x.com/@agentcashdev)
- [drpc.org](https://drpc.org/)
- [May 23](https://x.com/aref_vc/status/2058086632633606331)
- [@AnjneyMidha](https://x.com/AnjneyMidha)
- [19K](https://x.com/aref_vc/status/2058086632633606331/analytics)
- [the Tool Shed](https://defi0xjeff.substack.com/p/the-analyst-agent-tools)
- [Upgrade to Premium](https://x.com/i/premium_sign_up)
- [3:56 PM · May 25, 2026](https://x.com/0xJeff/status/2058819494609653875)
- [19.9K Views](https://x.com/0xJeff/status/2058819494609653875/analytics)
- [View quotes](https://x.com/0xJeff/status/2058819494609653875/quotes)
---
*导出时间: 2026/5/25 21:46:40*
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## 中文翻译
# Hermes:链上分析师
**作者**: 0xJeff
**日期**: 2026-05-18T07:05:08.000Z
**来源**: [https://x.com/0xJeff/status/2058819494609653875](https://x.com/0xJeff/status/2058819494609653875)
---

Hermes 每周都在升级。
上周早些时候,它迎来了 `x_search` 功能,这让 Hermes 可以在不使用 X API 的情况下直接接入 X 平台丰富的实时新闻和见解(节省了大量 API 积分的费用)。
> **0xJeff@0xJeff**: [原文链接](https://x.com/0xJeff/status/2056269840009318569)
>
3-4 天前,它新增了“技能捆绑”功能,该功能允许你将多个独立的技能打包成一个可复用的指令。这非常强大,因为你不再需要手动按顺序输入每个技能并祈祷代理记得加载它们,只需运行这个捆绑包,就能一次性加载所有技能——从而确保了一致性和可靠性。
在本文中,我们将探索一个专为“链上分析师”角色设计的技能捆绑包——用于追踪链上数据,识别谁买入/谁砸盘,他们还剩多少筹码,以及更多信息。
每当我决定投资一个项目时,我总会想:“会不会有人在砸我的盘?”诚然,所有数据都在链上,人们可以使用 BubbleMaps、Arkham、Dexscreener 等工具,或者通过浏览器浏览器来识别谁早期积累了筹码。但现实是……这并没有那么容易,没有任何一种工具能让你直接获得全景图。
好吧,确实有,但大多数都非常昂贵。
> 其实……不再昂贵了……随着 x402 集成服务的兴起,这些工具正变得非常亲民。不再需要支付 100 美元以上的订阅费,按次付费每次运行仅需 $0.03 - $0.11。
## 链上取证流程
这是运行一次后的报告样貌


你可以获得
- 头部卖家
- 头部 accumulator(积累者)
- 4个时间段内的净流量
除了报告之外,还运行了 Cookie MCP 来获取情绪数据点,并将其与链上动向进行交叉比对。
对于 VVV,输出如下

有趣的是,它捕捉到了 `neetguy`,他在公开场合表示卖出了 VVV,并且他在链上确实执行了这一操作。
## 该流程是如何工作的
当你想到顶级的链上取证工具时,你通常会想到 Arkham Intelligence 或 Nansen。这两个工具都非常强大,拥有丰富的数据库,能够识别哪个钱包属于谁。
Nansen 是该流程的核心(BlockRun 是备选方案)。它们现在已接入 x402,我通过 @agentcashdev(一个很棒的聚合器)来使用它们。
该流程(5 个技能 + 1 个 MCP 捆绑在一起)
- 池子发现 | DexScreener (免费 API) | $0 |
- 钱包取证 | Nansen TGM + Nansen Balances via agentcash x402 | $0.03-0.07 |
- RPC 交叉核对 | Base RPC (drpc.org) | $0 |
- 代币解锁 | Tokenomist API | $0 |
- 社交情绪 | Cookie MCP (3次查询) | $0 |
- 综合分析 | 交叉引用矩阵 → 统一裁决 | — |
以 Nansen 为核心,BlockRun 作为备选。
我还加上了 Tokenomist 即将到来的代币解锁功能,因为我从团队那里获得了免费订阅。他们还没有接入 x402,所以目前你可以跳过这一步。
这一步完成了 8 项工作:
- DexScreener 池子发现(流动性、交易量、价格、24小时变化)
- 跨 24小时/3天/7天/30天 的 Nansen TGM 时间线(买卖压力,加速检测)
- 头部卖家及平均退出价格(来自 sold_volume_usd / sold_token_volume 的真实执行价格)
- 头部买家及平均进入价格(来自 bought_volume_usd 的同上逻辑)
- Nansen 钱包余额(剩余库存,完整投资组合视图)
- 钱包年龄估算(每个钱包 4 次 RPC 调用——免费二分查找)
- RPC 交叉核对(balanceOf + ETH + nonce + 合约检测)
- CEX(中心化交易所)充值检测(Coinbase Base Bridge + 标签关键词扫描)
- Tokenomist 解锁交叉引用
- 砸盘分类(投资者砸盘、聪明钱、机器人积累、机构兴趣)
- Tufte HTML 报告 + 结构化 JSON 快照
Tufte 部分是我昨天安装到 Hermes 中的,以便它能生成更好的图表(可选)。如果你想试试,可以看看这个 GitHub:
> **❈Aref❈@aref_vc**: [原文链接](https://x.com/aref_vc/status/2058086632633606331)
>
> 将 E. Tufte 基础三本著作中的关键设计和数据可视化原则提炼成了一个 Claude Code 技能,你可以将其用于任何内容或数据集,你可以设置它、Fork 它、Star 它……
> https://github.com/aref-vc/tufte-claude-skill…
>
> 
对于 Venice(一个代币),结果显示了持续积累。对于其他代币,调查结果可能显示持续的抛售,直到最近 3 天链上动向反转,人们开始积累。
我们还可以进一步检查,这次拉盘或砸盘是来自单一实体还是分散的小型散户。
## 我如何将该流程与其他工作流集成
我现在已经为我的投资组合设置了定期健康检查,每 3 天运行一次。

每 3 天,Hermes 会运行完整的链上取证流程以了解链上实情 + 交叉核对 Cookie 获取情绪 + 检查技术分析以判断是否超买/超卖,是否还能涨得更高(如果正在拉盘),或者是否还会跌得更深(如果正在砸盘)。
能在我的 Hermes 上拥有这个新功能真是太令人兴奋了,哈哈。
## 对工具的思考(特别是 x402)
起初,我认为 x402 几乎没什么用,因为周围有许多免费的 MCP 或 API 工具,且提供慷慨的免费额度。我想既然代理可以坚持使用免费的东西,那 x402 有什么意义呢?
我错了……x402 的按次付费模式太棒了。我已经运行了大约 15-20 次 x402 来测试不同的工具,到目前为止只花了大约 1.5 美元。
如果没有 x402,这些运行将花费我 100 多美元,因为我必须手动订阅每个数据提供商并获取他们的 API(这也需要大量的时间和精力)。
## 总结
x402 很棒,但接入更多优质数据商家(尤其是 Web3 之外的)还需要时间。至于我,我希望 Arkham 和 BubbleMaps 尽快集成 x402(如果没有,请提供慷慨的 MCP/API 使用额度吧,哈哈)
在使用 Hermes 两个月后,这家伙已经被设置用来增强我的许多工作流程:
- 挖掘市场见解 → X 定时任务,每天上午 10 点为我提供相关的简报
- 识别预测市场机会 → 捕获鲸鱼积累,敏锐的信号
- 深度研究流程 → 结构化研究流程,可以分解任何复杂主题并提供高质量输出
- 链上研究流程 → 我们刚才在本文中讨论的那个
- 以及无数关于股票、加密货币、宏观、地缘政治等的更多警报
总之,如果你有兴趣了解我在 Hermes 分析师栈中使用了哪些工具。一定要去看看“工具小屋”。我们现在有超过 10 种工具(其中大部分是免费的或成本相当低)。
感谢查看这一集,祝你和你的 Hermes 合作愉快!下一期见。
## 相关链接
- [0xJeff](https://x.com/0xJeff)
- [@0xJeff](https://x.com/0xJeff)
- [19K](https://x.com/0xJeff/status/2058819494609653875/analytics)
- [May 18](https://x.com/0xJeff/status/2056269840009318569)
- [150K](https://x.com/0xJeff/status/2056269840009318569/analytics)
- [@agentcashdev](https://x.com/@agentcashdev)
- [drpc.org](https://drpc.org/)
- [May 23](https://x.com/aref_vc/status/2058086632633606331)
- [@AnjneyMidha](https://x.com/AnjneyMidha)
- [19K](https://x.com/aref_vc/status/2058086632633606331/analytics)
- [the Tool Shed](https://defi0xjeff.substack.com/p/the-analyst-agent-tools)
- [Upgrade to Premium](https://x.com/i/premium_sign_up)
- [3:56 PM · May 25, 2026](https://x.com/0xJeff/status/2058819494609653875)
- [19.9K Views](https://x.com/0xJeff/status/2058819494609653875/analytics)
- [View quotes](https://x.com/0xJeff/status/2058819494609653875/quotes)
---
*导出时间: 2026/5/25 21:46:40*