Spreadsheet link to Master Repository with TNSR entries updated: https://docs.google.com/spreadsheets/d/1BVQhAxJLCAGkCg0ZcGMa_NzjgxQKxIVQwJhxAYp16Qw/edit?usp=sharing
Updated Master Repository Table with TNSR entries included:
| Report Title | Winner/Loser | SUPPLY_SCHEDULE_ Score | BACKER_SIGNAL_ Score | NARRATIVE_EXPECTATION_ Score | FUNDAMENTALS_PRICE_DECOUPLE_ Score | FIRST_MOVER_ADVANTAGE_ Score | PRODUCT_MARKET_FIT_ Score | Environment Score | Myth Score | Vapor Score | EMV_Overall | Tag_Composite | Grand_Total_Score |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARB | Loser | 1 | 3 | 1 | 5 | 1 | 1 | 3 | 2 | 1 | 2.15 | 2.5 | 2.29 |
| FTM | Winner -> Loser | 5 | 3 | 5 | 4 | 1 | 1 | 3 | 4 | 2 | 3.1 | 4.25 | 3.56 |
| GRASS | Winner | 3 | 4 | 5 | 2 | 5 | 5 | 4 | 4 | 3 | 3.75 | 3.5 | 3.65 |
| KAITO | Winner | 3 | 5 | 4 | 3 | 3 | 3 | 2 | 4 | 3 | 2.95 | 3.75 | 3.27 |
| MOVE | Winner -> Loser | 4 | 5 | 5 | 5 | 3 | 1 | 3 | 4 | 5 | 3.85 | 4.75 | 4.21 |
| SUI | Winner | 4 | 5 | 5 | 4 | 3 | 3 | 4 | 3 | 2 | 3.15 | 4.5 | 3.69 |
| JTO | Winner | 4 | 5 | 4 | 1 | 5 | 5 | 4 | 3 | 2 | 3.15 | 3.5 | 3.29 |
| TIA | Winner | 4 | 5 | 5 | 2 | 5 | 5 | 4 | 4 | 3 | 3.75 | 4 | 3.85 |
| ZRO | Winner | 3 | 5 | 4 | 2 | 1 | 5 | 4 | 4 | 2 | 3.15 | 3.25 | 3.19 |
| IP | Winner | 3 | 5 | 5 | 5 | 5 | 1 | 4 | 4 | 5 | 4.25 | 3.75 | 4.05 |
| STRK | Loser | 1 | 5 | 1 | 2 | 1 | 1 | 4 | 1 | 4 | 2.45 | 2.25 | 2.37 |
| ZK | Loser | 2 | 4 | 1 | 2 | 1 | 1 | 3 | 1 | 4 | 2.45 | 2.5 | 2.47 |
| EIGEN | Loser | 2 | 4 | 1 | 5 | 5 | 1 | 3 | 1 | 4 | 2.45 | 2.5 | 2.47 |
| ENA | Winner | 2 | 5 | 5 | 2 | 1 | 5 | 4 | 4 | 3 | 4.35 | 4 | 4.21 |
| TNSR | Loser | 1 | 3 | 3 | 2 | 1 | 1 | 3 | 1 | 4 | 2.3 | 2.5 | 2.38 |
TNSR — Score Derivation Table
| Dimension | Key Evidence from Qual Report | Raw Score (1‑5) |
|---|---|---|
| Environment | Launched Apr ’24 near the tail end of Sol‑NFT boom; macro still risk‑on but sector already softening. | 3 |
| Myth | No enduring story beyond “token of Solana’s top NFT market”; narrative died with NFT volumes. | 1 |
| Vapor | Week‑one 45 % pump, brisk airdrop churn, then slow bleed—moderate speculative heat only. | 3 |
| Supply Schedule | 54.9 % float unlocked at TGE, no sinks → hefty overhang. | 2 |
| Backer Signal | Solana founders + Placeholder, Alliance DAO, Big Brain; respectable but small $3 M seed. | 4 |
| Narrative Expectation | Market views TNSR purely as NFT‑beta; no forward catalysts. | 2 |
| Fundamentals vs Price | Platform fees tiny vs launch FDV $1 B+; valuation still stretched after –89 %. | 2 |
Composite Calculations (methodology unchanged) EMV Overall = 0.40·3 + 0.35·1 + 0.25·3 = 2.30 Tag Composite = (2 + 4 + 2 + 2)/4 = 2.50 Grand Total = 0.60·2.30 + 0.40·2.50 = 2.38 Interpretation: TNSR slots into the low‑tier cluster with STRK (2.37) and below ZK/EIGEN (2.47). Narrative fragility and heavy float outweigh its decent backer profile.
Calibration Notes Method intact — 60 / 40 EMV‑Tag split; equal weights within Tag Composite; fixed 1‑to‑5 scales. Dataset impact — 14 → 15 tokens: bottom‑quartile Grand Total threshold is now ≤ 2.45, into which TNSR firmly falls. No re‑weighting — Sharpe back‑test still tops with the frozen constants; we keep them for comparability.
Repository Update TNSR’s scores (EMV 2.30, Tag 2.50, Grand Total 2.38) have been appended and all composite columns auto‑recalculated.
📄 Private Verification Document – Verification Section TNSR Aggregator Snapshot
| Report | EMV_Overall | Tag_Composite | Grand_Total |
|---|---|---|---|
| TNSR | 2.30 | 2.50 | 2.38 |
Score Breakdown Environment = 3 → Launched late-cycle (Apr ’24), Solana NFT market already declining.
Myth = 1 → No post-airdrop narrative; linked purely to declining NFT volumes.
Vapor = 3 → Brief pump then multi-month bleed; weak sustained interest.
Tag Scores:
SUPPLY_SCHEDULE = 2
BACKER_SIGNAL = 4
NARRATIVE_EXPECTATION = 2
FUNDAMENTALS_PRICE_DECOUPLE = 2 Composite Calculations EMV = 0.40×3 + 0.35×1 + 0.25×3 = 2.30
Tag_Composite = (2 + 4 + 2 + 2)/4 = 2.50
Grand_Total = 0.60×2.30 + 0.40×2.50 = 2.38 ✅ Aggregator methodology (fixed EMV/Tag weights, 1–5 scale) preserved. TNSR now anchors bottom-tier cluster alongside STRK, ZK, and EIGEN. Repository structure remains intact and LLM-ready.