QRE 2.1 · Economic Rhythm Decision System

经济节律
决策系统

QRE 2.1 upgrades the Qualia-Rhythm Economy Model from a display framework into a complete economic rhythm decision system: indicator table, scoring rubric, reality constraints, case demonstrations, review log, and anti-bias protocol.

QRE 2.1 不是只展示模型，而是一个完整的经济节律决策系统：变量指标、评分细则、现实约束、案例演示、复盘日志、反偏误层，一起把感质训练成可验证的市场判断。

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Definition
锁定定义

QRE 2.1 keeps the soul of QRE 2.0, then adds auditability, scoring discipline, and review memory.

QRE 2.1 is an audited economic rhythm decision engine for analyzing how value becomes visible, how visibility becomes capital consensus, how consensus becomes price, and how price forms a platform, overheats, or fails.

It does not directly calculate absolute fair price. It evaluates visibility degree, action permission, and invalidation discipline.

QRE 2.1 经济节律决策系统，分析价值如何被看见、被资金承认、被价格显影、被过度定价或相变失败。

它不声称直接算出绝对股价，而是判断：价值显影到哪一步、市场是否用资金承认、现在是否允许进入、进入多少、错了在哪里退出。

QRE 不是“感觉市场”，而是把感质训练成可验证的市场判断。
QRE is not feeling the market. It is training qualia into verifiable market judgment.

2.1 System Upgrade
本次系统升级

Six new layers transform the site from a presentation into a usable economic rhythm decision system.

Reality Constraint｜现实约束

Clarifies that QRE is a decision framework, not guaranteed profit, not financial advice, and not an absolute pricing formula.

Trust Layer

Indicator Table｜变量指标表

Turns M1–M8 into observable proxies: rates, orders, volume, breadth, volatility, narrative crowding, and self-rhythm.

Evidence Layer

Scoring Rubric｜评分细则

Defines what 0–3, 4–6, 7–8, 9–10 mean for each module, reducing arbitrary scoring.

Discipline Layer

Case Studies｜案例演示

Shows how QRE applies to BTC, A-share technology, and single-stock analysis without pretending to be real-time advice.

Application Layer

Review Log｜复盘日志

Adds a template for recording date, price, thesis, emotion, invalidation, result, and model correction.

Memory Layer

Failure Conditions｜证伪条件

Defines when a phase shift fails: failed breakout, earnings mismatch, capital reversal, shrinking breadth, or thesis drift.

Falsifiability

Reality Constraint
现实约束声明

This section makes the model externally safer, clearer, and more professional.

QRE Does Not Claim

It does not guarantee returns.
It does not replace licensed financial advice.
It does not directly calculate absolute fair price.
It does not turn emotion into certainty.
It does not allow averaging down after invalidation without new evidence.

QRE Does Claim

It organizes market judgment into modules.
It separates narrative from evidence.
It distinguishes attention from capital.
It creates entry, exit, and review discipline.
It trains intuition through data, audit, and repetition.

Formula
核心公式

The formula separates value visibility from action permission.

QRE Decision = V_intrinsic × L × C × N × E × T × P × R × A V_display = V_intrinsic × L × C × N × E × T D_action = V_display × P × R × A

一个资产再好，如果价格位置差、风险收益比差、行动纪律差，也不能重仓。QRE 2.1 的核心是：显影价值必须经过价格位置、风险收益比和行动纪律审计，才能变成买入决定。

VIntrinsic / structural value
内在价值 / 结构价值

LLiquidity / macro rhythm
流动性 / 宏观节律

CCapital consensus
资本共识

NNarrative coefficient
叙事系数

EEmotion / qualia temperature
情绪 / 感质温度

TTime window
时间窗口

PPrice position
价格位置

RRisk-reward
风险收益比

AAction discipline
行动纪律

Asset Visibility Stages
资产显影阶段

Every asset must be named before it is judged. Naming prevents emotional entry.

01 / DORMANT

Dormant｜沉睡

Value exists, but capital, narrative, and catalyst are absent.

Action: Watch

02 / STIRRING

Stirring｜微醒

Early catalyst appears, but capital has not clearly entered.

Action: Watchlist

03 / REDISCOVERED

Rediscovered｜被重新看见

Narrative or fundamentals are improving. Capital starts probing.

Action: Probe 10–20%

04 / RHYTHM-CONFIRMED

Rhythm-Confirmed｜节律确认

Macro, industry, capital, narrative, and price structure begin to align.

Action: Stage 30–50%

05 / PLATFORM-FORMING

Platform-Forming｜平台形成

Price is no longer just rising; it forms a new value platform.

Action: Hold Core

06 / OVERHEATED / FAILED

Overheated / Phase-Failed｜过热 / 失败

Either everyone sees it and price runs too far, or structure breaks.

Action: Trim / Exit

Eight Modules
八大模块

M1–M6 create the QRE score. M7 and M8 protect execution and self-rhythm.

M1 · 20%

Macro Rhythm｜宏观节律

Does the world allow risk assets to breathe?

rates
liquidity
policy
inflation / FX / risk

M2 · 20%

Industry Body｜产业身体

Is the asset standing inside a real expanding industry body?

supply / demand
real orders
margins
competitive position

M3 · 20%

Capital Flow｜资金流向

Is the market voting with real money?

volume
ETF / institution
fund rotation
market breadth

M4 · 15%

Narrative Pressure｜叙事加压

Concept → Consensus → Price Platform → Crowded Belief.

attention
market naming
consensus
crowding

M5 · 15%

Qualia Temperature｜感质温度

Panic → Numbness → Doubt → Probe → Confirmation → Euphoria.

fear / greed
volatility
margin growth
social attention

M6 · 10%

Phase Gate｜相变门槛

Has the asset shifted from narrative to structure to platform?

support / resistance
breakout
earnings nodes
policy nodes

M7 · EXECUTION

Action Discipline｜行动纪律

Can I enter, hold, trim, exit, and review correctly?

position sizing
staged entry
invalidation
review

M8 · PROTECTIVE

Self-Rhythm Audit｜自身节律审计

Market rhythm is not the same as my emotional rhythm.

FOMO check
clarity check
loss tolerance
discipline score

Indicator Table
变量指标表

QRE 2.1 turns each module into observable proxies. This is the evidence bridge.

Module	Observable Indicators	Strong Evidence	Weak / Warning Evidence
M1 Macro	Rates, liquidity, policy, inflation, FX, geopolitical risk, regulation.	Liquidity improving, policy supportive, rate pressure easing, regulation clearer.	Tightening liquidity, policy suppression, inflation shock, regulatory uncertainty.
M2 Industry	Revenue growth, margin trend, order visibility, supply-demand gap, substitution pressure.	Real orders, expanding demand, margin improvement, strong supply-chain position.	Concept only, falling margin, weak demand, unclear competitive advantage.
M3 Capital	Volume, ETF/fund flows, institutional behavior, margin balance, breadth, sector rotation.	Volume expansion, broad participation, institutional inflow, sector leadership.	Low volume, narrow rally, outflow, weak breadth, failed rotation.
M4 Narrative	News density, market naming, analyst attention, social heat, consensus formation.	Concept becomes consensus and begins to form price platform.	No narrative, broken narrative, or extremely crowded belief.
M5 Qualia	Fear/greed, volatility, advance/decline, margin growth, social FOMO, emotional crowding.	Doubt → Probe → Confirmation with not-yet-euphoric temperature.	Panic collapse, numb attention, or euphoria/crowded chase.
M6 Phase	Support/resistance, breakout, earnings node, policy node, capital confirmation.	Breakout holds, support confirms, earnings/policy/capital align.	False breakout, failed support, missed earnings, capital reversal.
M7 Action	Entry plan, position limit, invalidation, trim, stop, review schedule.	Written plan before entry; staged action; defined exit.	No stop, no review, emotional all-in, thesis drift.
M8 Self	FOMO, anxiety, excitement, boredom, need to prove, loss tolerance.	Calm, written invalidation, able to tolerate planned drawdown.	Buying to prove, revenge trading, panic, obsession, no sleep/no clarity.

Scoring Rubric
评分细则

Scores must be anchored by evidence, not mood. 9–10 may mean overheating in M5.

Score	Meaning	Action Permission	Audit Note
0–3	Broken / hostile rhythm.	Avoid or exit.	Evidence contradicts the thesis.
4–5.4	Incomplete rhythm.	Watchlist only.	Value may exist but confirmation is missing.
5.5–6.4	Early rediscovery.	Probe only, 10–20%.	Small entry allowed if invalidation is clear.
6.5–7.4	Rhythm confirmation forming.	Staged entry, 30–50% max.	Requires multi-module support.
7.5–8.4	Strong rhythm-confirmed asset.	Hold / add on pullback.	Check price position and risk-reward.
8.5–10	Phase-shift candidate or emotional crowding.	High conviction only if not euphoric.	For M5, extreme high can mean trim risk.

QRE Score Engine
互动评分引擎

Move the sliders. The engine gives score, state, and action permission. M8 is separate because it audits the operator.

Module Scores

0 = broken / hostile, 10 = strong confirmation. Use evidence, not mood.

M16.0

M26.0

M36.0

M46.0

M56.0

M66.0

M87.0

Weighted Result

6.00Probe entry possible. Wait for stronger confirmation before large position.

Asset State: Rediscovered / 被重新看见

M8 Self-Rhythm: Clear enough to follow plan.

高分不自动等于立刻买入。必须同时检查资产状态、价格位置、过热风险、失效位、时间周期、仓位纪律和自身节律。

Decision Protocol
买卖决策协议

The model decides entry type, max position, invalidation, and review schedule.

Probe Buy｜探针买入

Used when the asset is Rediscovered.

Position: 10–20%
Enter lightly and observe
Must write invalidation first

Confirmation Buy｜确认买入

Used when the asset is Rhythm-Confirmed.

Position: 30–50%
Requires multi-module alignment
Do not buy if M8 is weak

Platform Buy｜平台买入

Used when the asset is Platform-Forming.

Hold core position
Add on pullbacks
Trim overheating

No-Buy Zone｜禁止买入区

Do not buy heavily if several appear together.

euphoria / FOMO
vertical rise
crowded narrative
no invalidation plan

Rhythm Trim｜节律减仓

Triggered when price rises too fast but thesis remains intact.

Trim 20–30%
Keep core if logic remains
Protect gains from euphoria

Invalidation Exit｜失效退出

Triggered when original buy reason breaks.

key level breaks
earnings fail
capital flow reverses
thesis disappears

Falsifiability
证伪条件

Phase-shift language must not become retrospective explanation. It needs failure conditions.

Phase Gate Failure

Breakout fails within 3–5 trading days and falls back below platform.
Earnings cannot support the narrative.
Capital flow reverses from inflow to repeated outflow.
Leading asset weakens while sector breadth shrinks.
Price rises but volume structure deteriorates.

Thesis Failure

Original buy reason disappears.
You change the thesis after price moves against you.
You refuse to write downside risks.
You average down because of attachment, not evidence.
M8 self-rhythm falls below execution threshold.

Case Demonstrations
案例演示

Examples only. Not financial advice. They show how QRE reasoning works.

CASE 01

BTC｜主权流动性锚

QRE reads BTC as liquidity, institutional recognition, regulatory clarity, and emotion temperature. 8万/8.5万这类点位不是普通数字，而是门槛。

State: Rediscovered → Rhythm-Confirmed
Risk: macro rate pressure / euphoria
Action: staged buy, no all-in

CASE 02

A股科技｜新工业身体

AI is brain, semiconductors are neurons, optical modules are connections, electricity is blood, resources are bones. QRE checks whether narrative enters earnings.

State: Rhythm-Confirmed / Overheated mixed
Risk: crowded narrative
Action: buy pullback, trim euphoria

CASE 03

Single Stock｜个股节律

QRE does not buy a name. It audits industry position, order visibility, capital flow, narrative heat, phase gate, and invalidation.

State: must classify first
Risk: story without cash flow
Action: probe only before confirmation

Review Log Generator
复盘日志生成器

Write the decision before action. QRE becomes stronger only through review.

Asset / 资产

Date / 日期

Price / 价格

Asset State / 显影阶段

QRE Score

M8 Self-Rhythm

Generated review log will appear here.

QRE Output Template
资产分析模板

Use this structure for BTC, A-shares, US stocks, sectors, products, and attention-economy opportunities.

Required Output

1. Direct Conclusion Buy / Wait / Probe / Hold / Trim / Exit. 2. Asset State Dormant / Stirring / Rediscovered / Rhythm-Confirmed / Platform-Forming / Overheated / Phase-Failed. 3. QRE Score M1–M6 module scores + total score. M8 self-rhythm suggestion. 4. Module Analysis M1 Macro Rhythm: M2 Industry Body: M3 Capital Flow: M4 Narrative Pressure: M5 Qualia Temperature: M6 Phase Gate: M7 Action Discipline: M8 Self-Rhythm Audit: 5. Upside Thesis Top 3 reasons. 6. Downside Thesis Top 3 risks. 7. Buy Plan First buy: Second buy: Breakout buy: Maximum position: Time horizon: 8. Invalidation Plan Price invalidation: Fundamental invalidation: Capital flow invalidation: Emotional invalidation: 9. Review Plan 1 day: 1 week: 1 month: 10. Final QRE Judgment Is the asset moving from being seen to being priced, or is it already over-priced relative to its current visibility?

QRE 2.1 Locked Definition

QRE 2.1 is an economic rhythm decision system for analyzing how value becomes visible, how visibility becomes capital consensus, how consensus becomes price, and how price either forms a platform, overheats, or fails. It integrates macro rhythm, industry body, capital flow, narrative pressure, qualia temperature, phase gates, action discipline, self-rhythm audit, indicator tables, scoring rubrics, case demonstrations, falsifiability conditions, and review logs. 中文锁定句： QRE 2.1 不是“感觉市场”，而是把感质训练成可验证、可审计、可复盘的市场判断；不是“预测涨跌”，而是判断价值显影到哪一步，以及主体该如何有纪律地进入、退出、修正。

Claude / AI Prompt
模型理解提示词

A compact prompt for another AI to understand and operate QRE 2.1.

You are being asked to understand and operate QRE 2.1 / Qualia-Rhythm Economy Model / 经济节律模型 created by Wei Jueran / Mellow Wei. QRE 2.1 is an economic rhythm decision system. It analyzes how value becomes visible, how visibility becomes capital consensus, how consensus becomes price, and how price either forms a platform, overheats, or fails. It is not a guaranteed profit model, not licensed financial advice, and not an absolute pricing formula. It is a disciplined framework for organizing evidence, market rhythm, emotional temperature, entry permission, invalidation, and review. Core formula: QRE Decision = V_intrinsic × L × C × N × E × T × P × R × A Stages: Dormant, Stirring, Rediscovered, Rhythm-Confirmed, Platform-Forming, Overheated, Phase-Failed. Modules: M1 Macro Rhythm M2 Industry Body M3 Capital Flow M4 Narrative Pressure M5 Qualia Temperature M6 Phase Gate M7 Action Discipline M8 Self-Rhythm Audit New in QRE 2.1: Reality Constraint, Indicator Table, Scoring Rubric, Case Demonstrations, Falsifiability Conditions, Review Log. When analyzing an asset, output: 1. Direct conclusion 2. Asset state 3. QRE score 4. Module analysis 5. Upside thesis 6. Downside thesis 7. Buy plan 8. Invalidation plan 9. Review plan 10. Final QRE judgment Always distinguish intuition from evidence, narrative from earnings, attention from capital, price movement from structural confirmation, and emotional conviction from disciplined entry.