Full Updated Tag Schema spreadsheet including ZK 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 ZK 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 |
|---|---|---|---|---|---|---|---|
| ARB Qual Report | Loser | 1 | 3 | 1 | 5 | 1 | 1 |
| FTM Qual Report | Winner | 2 | 2 | 4 | 4 | 1 | 1 |
| GRASS Qual Report | Winner | 2 | 2 | 4 | 3 | 5 | 5 |
| KAITO Qual Report | Loser | 2 | 4 | 5 | 2 | 3 | 3 |
| MOVE Qual Report | Loser | 4 | 4 | 1 | 5 | 3 | 1 |
| SUI Qual Report | Winner | 1 | 5 | 5 | 2 | 3 | 3 |
| JTO Qual Report | Winner | 4 | 5 | 4 | 1 | 5 | 5 |
| TIA Qual Report | Winner | 4 | 5 | 5 | 2 | 5 | 5 |
| ZRO Qual Report | Winner | 3 | 5 | 4 | 2 | 1 | 5 |
| IP Qual Report | Winner | 3 | 5 | 5 | 5 | 5 | 1 |
| STRK Qual Report | Loser | 1 | 5 | 1 | 2 | 1 | 1 |
| ZK Qual Report | Loser | 2 | 4 | 1 | 2 | 1 | 1 |
ZK scoring rationale
| Tag | Score | Key Evidence |
|---|---|---|
| SUPPLY_SCHEDULE | 2 | 15.6 % float at launch; steady unlocks for investors/team; no staking sinks → moderate, persistent sell‑pressure. |
| BACKER_SIGNAL | 4 | Raised $458 M from a16z, Dragonfly, Coinbase Ventures & more, but backers stayed passive post‑launch. |
| NARRATIVE_EXPECTATION | 1 | –76 % from TGE to ATL; no hype cycle or forward myth, Hype Multiple ≈ 1.0. |
| FUNDAMENTALS‑PRICE DECOUPLE | 2 | TVL collapsed alongside price (ρ ≈ +0.4); only mild divergence. |
| FIRST_MOVER_ADVANTAGE | 1 | Entered an overcrowded L2 field long after ARB/OP; zero timing edge. |
| PRODUCT_MARKET_FIT | 1 | Adoption Ratio < 0.25: user count & TVL shrank while price fell—no sticky demand. |
Indexes: Environment = 4 (bullish macro but saturated niche), Myth = 1, Vapor = 5. Overall loser. Methodology & calibration (unchanged) Six‑tag rubric stays intact: Supply Schedule (U‑12), Backer Signal (tier sum + activation), Narrative Expectation (Hype Multiple), Fundamentals‑Price Decouple (ρ), First‑Mover Advantage (lead‑time), Product‑Market Fit (Adoption Ratio).
No new recurring insights surfaced; score bands remain valid after ZK stress‑tested the low end of Narrative and PMF.
Repository now covers 13 reports, each fully scored across all tags—ready for LLM ingestion and aggregator analytics.
📄 Private Verification Document – Verification Section Tagging Schema Excerpt with ZK Updates
| Report Title | SUPPLY_SCHEDULE | BACKER_SIGNAL | NARRATIVE_EXPECTATION | FUNDAMENTALS_PRICE_DECOUPLE | FIRST_MOVER_ADVANTAGE | PRODUCT_MARKET_FIT |
|---|---|---|---|---|---|---|
| ZK Qual Report | 2 | 4 | 1 | 2 | 1 | 1 |
ZK Tagging Justification: NARRATIVE_EXPECTATION = 1 ZK’s post-launch price action saw a –76% decline without any significant forward myth or narrative resonance. Hype Multiple ≈ 1.0 confirmed no sustained speculative interest.
PRODUCT_MARKET_FIT = 1 Adoption Ratio < 0.25: user count and TVL eroded alongside price, showing no sticky demand or traction despite early capital support.
Aggregator Enhancement Note: ✔ These updates improve the aggregator’s ability to flag projects that may replicate ZK’s failure pattern—strong early backer signal but collapse in Myth narrative and demand traction. ✔ No new tags were required; the existing schema successfully accommodated ZK’s bearish case without modification, confirming rubric robustness. ✅ Update fully traceable and now supports enhanced narrative-failure detection in future analytics.