Full Updated Tag Schema spreadsheet including ZRO qualitative report entries spreadsheet link: https://docs.google.com/spreadsheets/d/1I_b3TZ9-l-BHba0cVfnKJO-q3tYd_h0iNegqAj2P5bg/edit?usp=sharing
Updated Tagging Schema Repository Table with ZRO Included:
| Report Title | Winner/Loser | Primary Tags Used | SUPPLY_SCHEDULE_ Score | BACKER_SIGNAL_ Score | NARRATIVE_EXPECTATION_ Score | FUNDAMENTALS_PRICE_DECOUPLE_ Score | FIRST_MOVER_ADVANTAGE_ Score | PRODUCT_MARKET_FIT_ Score | Tag Definitions | Note on why each tag is important |
|---|---|---|---|---|---|---|---|---|---|---|
| ARB Qual Report | Loser | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 1 | 3 | 1 | 5 | 1 | 1 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| FTM Qual Report | Winner | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 2 | 2 | 4 | 4 | 1 | 1 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| GRASS Qual Report | Winner | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 2 | 2 | 4 | 3 | 5 | 5 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| KAITO Qual Report | Loser | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 2 | 4 | 5 | 2 | 3 | 3 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| MOVE Qual Report | Loser | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 4 | 4 | 1 | 5 | 3 | 1 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| SUI Qual Report | Winner | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 1 | 5 | 5 | 2 | 3 | 3 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| JTO Qual Report | Winner | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 4 | 5 | 4 | 1 | 5 | 5 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| TIA Qual Report | Winner | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 4 | 5 | 5 | 2 | 5 | 5 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
| ZRO Qual Report | Winner | SUPPLY_SCHEDULE; BACKER_SIGNAL; NARRATIVE_EXPECTATION; FUNDAMENTALS_PRICE_DECOUPLE: FIRST_MOVER_ADVANTAGE; PRODUCT_MARKET_FIT | 3 | 5 | 4 | 2 | 1 | 5 | SUPPLY_SCHEDULE: Token unlock dynamics & circulating supply growth that drive structural sell pressure or scarcity.; BACKER_SIGNAL: Credibility, tier and promotional visibility of investors/backers affecting market confidence.; NARRATIVE_EXPECTATION: Forward looking story or catalyst that drives price reflexively before delivery.; FUNDAMENTALS_PRICE_DECOUPLE: Observable divergence between usage fundamentals (TVL, txs, DAU) and token price. FIRST_MOVER_ADVANTAGE: Launch‑timing edge vs. direct competitors, capturing early liquidity and mind‑share. PRODUCT_MARKET_FIT: Strength of real adoption relative to price action, showing how well the protocol solves an immediate market need | These four tags capture supply pressure, investor credibility, reflexive narrative demand, and price-fundamentals divergence core dimensions our LLM needs to learn. |
How ZRO was scored
| Tag | Score | Justification |
|---|---|---|
| SUPPLY_SCHEDULE | 3 | 25 % of supply unlocked at launch (community) but > 60 % locked for partners & contributors with no aggressive emissions—moderate near‑term float and controlled future cliffs :contentReference[oaicite:0]{index=0}:contentReference[oaicite:1]{index=1} |
| BACKER_SIGNAL | 5 | Elite, multi‑sector Tier‑1 investors (a16z, Binance Labs, Coinbase Ventures, Sequoia) who actively amplified the narrative, setting a perceived floor at the $3 B valuation :contentRefereex=2}:contentReference[oaicite:3]{index=3} |
| NARRATIVE_EXPECTATION | 4 | Rally of +120 % over 169 days, driven by the simple “default bridge of the multi‑chain future” story—clear pre/postsmaller Hype Multiple than TIA :contentReference[oaicite:4]{index=4}:contentReference[oaicite:5]{index=5} |
| FUNDAMENTALS‑PRICE DECOUPLE | 2 | Bridge volume and on‑chain usage rose in tande+0.4); only mild divergence :contentReference[oaicite:6]{index=6}:contentReference[oaicite:7]{index=7} |
| FIRST_MOVER_ADVANTAGE an already crowded bridge niche (Wormhole, Axelar, Stargate); technical edge ≠ timing edge. | ||
| PRODUCT_MARKET_FIT | 5 | Leads bridge volume ($4.99 B mo) and differentiates via true messaging protocol; strong adoption mirrors price :contentReference[oaicite:8]{index=8}:conite:9]{index=9} |
Environment/Myth/Vapor indexes were set to 4 / 4 / 1: favourable macro tailwinds, compelling narrative depth, and low vapor given high real usage. Methodology (unchanged) Supply Schedule (SS) – compute U‑12 (tokens unlocking in next 12 mo) and % circulating; score 1/3/5 using the established cut‑offs.
Backer Signal (BS) – tier‑weighted investor sum + “activation” bonus for narrative support.
Narrative Expectation (NE) – Hype Multiple (peak ÷ 30‑day baseline) plus post‑catalyst draw‑down.
Fundamentals‑Price Decouple (FP) – Spearman ρ of weekly %‑Δ TVL vs price over 90 d.
First‑Mover Advantage (FMA) – lead‑time edge: ≥30 d = 5, 7‑29 d = 3, ≤7 d = 1.
Product‑Market Fit (PMF) – Adoption Ratio = 90‑day %‑Δ TVL ÷ %‑Δ price; ≥0.75 = 5, 0.25‑0.74 = 3, <0.25 = 1.
Calibration check No novel recurring insight surfaced in the ZRO analysis, so no new tags were added.
All previous entries now share the same six‑tag schema, ensuring clean columns for downstream LLM ingestion.
ZRO row adheres to existing CSV structure and winner/loser flag conventions.
📄 Private Verification Document – Verification Section Excerpt: Updated Tagging Schema Row (ZRO)
| Report Title | SUPPLY_SCHEDULE | BACKER_SIGNAL | NARRATIVE_EXPECTATION | FUNDAMENTALS_PRICE_DECOUPLE | FIRST_MOVER_ADVANTAGE | PRODUCT_MARKET_FIT |
|---|---|---|---|---|---|---|
| ZRO Qual Report | 3 | 5 | 4 | 2 | 1 | 5 |
Justification Examples: SUPPLY_SCHEDULE: Moderate float with >60% locked for partners/contributors.
BACKER_SIGNAL: Tier 1 backers (a16z, Binance Labs, Coinbase Ventures).
NARRATIVE_EXPECTATION: +120% rally over 169 days.
FUNDAMENTALS_PRICE_DECOUPLE: Bridge volume and price aligned (ρ ≈ +0.4).
FIRST_MOVER_ADVANTAGE: Entered an already crowded niche.
PRODUCT_MARKET_FIT: Leads bridge volume ($4.99B/month), strong adoption. ✅ Confirmed: ZRO tags were scored using the established methodology, fully aligned with prior schema structure, and ready for downstream LLM ingestion or aggregator scoring.