Full Updated Tag Schema spreadsheet including IP 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 IP 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 |
Scoring rationale for IP
| Tag | Score | Key Evidence (from the IP qualitative report) |
|---|---|---|
| SUPPLY_SCHEDULE | 3 | ≈ 27 % of total supply unlocked at TGE for community + market makers, but the remaining 73 % is on ≥ 12‑month cliffs for backers & contributors, creating only moderate near‑term float. |
| BACKER_SIGNAL | 5 | Tier‑1 lead investors (a16z, Polychain, Coinbase Ventures, Sequoia) featured in launch threads and earned > 4 M combined impressions in the first week—heavy narrative amplification. |
| NARRATIVE_EXPECTATION | 5 | Price climbed +282 % in the 14 days pre‑airdrop (Hype Multiple ≈ 3.8×) and sold off 46 % within three days after, showing a textbook pre/post‑catalyst arc around “Tokenizing Intelligence.” |
| FUNDAMENTALS‑PRICE DECOUPLE | 5 | TVL remained just $13.7 M while FDV ran past $3.7 B—usage stagnated even as price mooned; Spearman ρ ≈ –0.62 over the first 90 days. |
| FIRST_MOVER_ADVANTAGE | 5 | First L1 explicitly centred on NFT‑style “intellectual‑property tokens”; no direct competitor token launched for > 60 days, letting IP monopolise liquidity and mind‑share. |
| PRODUCT_MARKET_FIT | 1 | Monthly active contracts < 2 k and daily txs plateaued while price soared, yielding an Adoption Ratio < 0.25—strong story, weak real uptake. |
Environment/Myth/Vapor set to 4 / 5 / 3: strong macro tailwinds and exceptional story‑telling, but moderate vapor due to scant fundamentals.
Methodology (unchanged) Supply Schedule → U‑12 unlock % (1 / 3 / 5 rubric). Backer Signal → tier‑weighted investor sum + activation bonus. Narrative Expectation → Hype Multiple + post‑catalyst fade. Fund‑Price Decouple → ρ (TVL vs price) 90‑day window. First‑Mover Advantage → lead‑time vs next competitor (≥30 d = 5). Product‑Market Fit → Adoption Ratio (TVL %‑Δ ÷ price %‑Δ). Latest methodology & calibration notes (post‑IP update) 1 · Core rubric remains stable The six universal tags—Supply Schedule, Backer Signal, Narrative Expectation, Fundamentals‑Price Decouple, First‑Mover Advantage, Product‑Market Fit—continue to capture every material driver in the IP report, so no additional tags were created. All cut‑offs (e.g., U‑12 ≤ 5 % → SS = 5, Adoption Ratio ≥ 0.75 → PMF = 5) remain intact. 2 · Edge‑case stress‑test IP delivered two extremes that validated our scoring bands: Highest BS & FMA yet lowest PMF. Backer Signal = 5 because of Tier‑1 amplification, and FMA = 5 thanks to a 60‑day head‑start in its niche, but PMF = 1 because usage stalled—showing the rubric can separate hype from real adoption even when backer quality is top‑tier.
Strong negative ρ (–0.62) pushed FP = 5. This confirmed our ±0.5 thresholds for Fundamentals‑Price Decouple remain sensitive enough to flag severe divergences.
3 · Adoption‑ratio sanity check With price up ≈ 3.8 × and TVL flat, IP’s Adoption Ratio (~0.09) sat comfortably below the 0.25 floor for a PMF = 1 score—no need to shift the boundaries. 4 · Narrative‑expectation consistency IP’s +282 % run‑up and 46 % post‑catalyst fade landed squarely inside the “> 3 × hype + clear dump” profile (NE = 5), reconfirming the pre‑/post‑catalyst rule we established. 5 · Repo integrity Every historical row now contains a complete set of the six tags, ensuring column consistency for downstream LLM ingestion. Future updates will follow the same process: ingest report → 2) apply rubric → 3) add row → 4) only adjust cut‑offs if multiple new entries consistently strain a boundary.
📄 Private Verification Document – Verification Section Tagging Schema Updates for IP (Matching On-Chain Reference)
| Report Title | SUPPLY_SCHEDULE | BACKER_SIGNAL | NARRATIVE_EXPECTATION | FUNDAMENTALS_PRICE_DECOUPLE | FIRST_MOVER_ADVANTAGE | PRODUCT_MARKET_FIT |
|---|---|---|---|---|---|---|
| IP Qual Report | 3 | 5 | 5 | 5 | 5 | 1 |
Justifications (from IP Qual Report): SUPPLY_SCHEDULE: ≈27% unlocked at TGE, remaining 73% locked ≥12 months.
BACKER_SIGNAL: Tier-1 VC backing (a16z, Polychain, Coinbase, Sequoia) with strong social signal amplification.
NARRATIVE_EXPECTATION: +282% rally into airdrop, sharp post-catalyst fade.
FUNDAMENTALS_PRICE_DECOUPLE: Price surge while TVL stagnated (Spearman ρ ≈ –0.62).
FIRST_MOVER_ADVANTAGE: 60-day lead before any direct competitor token emerged.
PRODUCT_MARKET_FIT: Weak—Adoption Ratio < 0.25 despite strong narrative traction. ✅ Confirmed: The IP insights were scored consistently using the existing rubric, no new tags were required, and full traceability has been maintained for third-party audit.