Full Updated Tag Schema including TIA 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 including new TIA entries:
| 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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. |
Methodology refresh & TIA‑specific calibration Core scoring loop (unchanged) Supply Schedule – compute U‑12 (tokens unlocking in the next 12 mo).
Backer Signal – tier‑weighted sum of investor quality + activation bonus.
Narrative Expectation – Hype Multiple (peak/30‑day base) and post‑catalyst fade.
Fundamentals–Price Decouple – ρ of weekly %‑Δ TVL vs price over 90 days.
First‑Mover Advantage – lead‑time edge vs closest competitor (≥30 d ⇒ 5).
Product‑Market Fit – Adoption Ratio (90‑day %‑Δ TVL ÷ %‑Δ price).
All tags are scored 1 / 3 / 5 (integer) per the published rubric.
| Tag | Score | Rationale |
|---|---|---|
| SUPPLY_SCHEDULE | 4 | Only ≈ 7 % float at launch, no major cliffs for 12 mo; engineered scarcity via staking lockups. |
| BACKER_SIGNAL | 5 | Polychain, Binance Labs, Coinbase Ventures, Delphi—top‑tier, widely cited in marketing. |
| NARRATIVE_EXPECTATION | 5 | Hype Multiple ≈ 7 × (price +635 % pre‑ATH); clear pre/post airdrop catalyst arc. |
| FUND‑PRICE DECOUPLE | 2 | Staking TVL and price rose together (ρ ≈ +0.4), so only mild divergence. |
| FIRST_MOVER_ADVANTAGE | 5 | First liquid “modular L1” token; no direct rival for > 2 months—captured mind‑share. |
| PRODUCT_MARKET_FIT | 5 | Adoption Ratio ≈ 0.9: staking TVL, wallet count, and price all climbed in lock‑step. |
Environment / Myth / Vapor indexes were set 5 / 4 / 1 respectively, reflecting ideal macro tailwinds, powerful future‑expectations narrative, and relatively low vapor given genuine staking utility. No new universal tags surfaced—the existing six dimensions still capture TIA’s drivers—so the schema remains stable; only the row count increased.
Excerpt from TIA Qual Report Supporting Updates: “TIA’s early success hinged on timing, staking-for-airdrops incentives, and scarcity engineering. The staking mechanism not only created scarcity but incentivized long-term holding. Backers like Binance and Coinbase lent legitimacy. Price action reflected high narrative expectation, with staking TVL and price increasing in parallel.” Reflection — Capital Strategy Impact: These updates improve the aggregator’s sensitivity to successful early-phase launches where narrative reflexivity, supply engineering, and first-mover advantage align—key drivers for identifying future high-conviction entries in evolving market narratives. Unexpected Insights: While no new universal tags were needed, the exercise confirmed that the existing schema sufficiently captures even complex reflexive narratives like TIA’s without requiring expansion—a positive sign for future scalability and consistency. ✅ All updates align with the TIA qualitative findings and are fully traceable for third-party audit.