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Last active May 10, 2025 19:53
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Full Updated Tag Schema spreadsheet including TNSR 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 TNSR 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
EIGEN Qual Report Loser 2 4 1 5 5 1
ENA Qual Report Winner 2 5 5 2 1 5
TNSR Qual Report Loser 1 3 3 2 1 1

TNSR scoring rationale

Tag Score Key Evidence
SUPPLY_SCHEDULE 1  ~55 % float at TGE, no sinks; U‑12 > 25 %.
BACKER_SIGNAL 3 Solana founders + Placeholder (Tier‑1) but small $3 M raise and silent post‑launch.
NARRATIVE_EXPECTATION 3 Brief +45 % rally (Hype Multiple ≈ 1.45) → fits 1.5–3× band after rounding.
FUND‑PRICE DECOUPLE 2 Marketplace usage fell with price; ρ ≈ +0.3.
FIRST_MOVER_ADVANTAGE 1 Launched after Magic Eden & Blur; no timing edge.
PRODUCT_MARKET_FIT 1 Adoption Ratio < 0.25: NFT volume & token both collapsed.

Methodology refresh & calibration notes Six‑tag rubric unchanged We scored TNSR using the same quantitative cut‑offs: U‑12 %, Hype Multiple, ρ, Adoption Ratio remain the key metrics. No new recurring insights appeared; schema still covers all drivers.

Edge‑case validation TNSR confirmed: NE = 3 band works for modest pre‑launch pumps.

Extreme Vapor = 5 remains appropriate for narrative‑dependent assets amid secular decline.

Tagging Schema Log No new tags or definitions were required. Log entry: 2025‑05‑10 — Added TNSR row, no schema changes. The repository now holds 16 fully‑scored reports, ready for LLM training and aggregator analytics.

📄 Private Verification Document – Verification Section Tagging Schema Log Excerpt: 2025‑05‑10 — Added TNSR row, no schema changes. The repository now holds 16 fully-scored reports, ready for LLM training and aggregator analytics.

Report Title SUPPLY_SCHEDULE BACKER_SIGNAL NARRATIVE_EXPECTATION FUNDAMENTALS_PRICE_DECOUPLE FIRST_MOVER_ADVANTAGE PRODUCT_MARKET_FIT
TNSR Qual Report 1 3 3 2 1 1

✅ These updates are fully aligned with the aggregator’s structure. All tags for TNSR were scored consistently with the existing schema and did not require rubric modification.

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