Updated EMV Repository including TAIKO: https://docs.google.com/spreadsheets/d/1843mEciZzFqXpNtzq6by7Hkt52phbtSdDeeUDCKGQBg/edit?usp=sharing
Table of Updated EMV Repository including TAIKO:
| Project | Winner/Loser | Environment Score | Myth Score | Vapor Score | Calibration Data/Notes | Combined Final Score |
|---|---|---|---|---|---|---|
| ARB | Loser | 3 | 2 | 1 | Already-finished product; constant grant sell-pressure; flat narrative | 28.75 |
| FTM | Winner -> Loser | 3 | 4 | 2 | Sonic hype then post-event dump; clear tech keeps Vapor moderate | 52.5 |
| GRASS | Winner | 4 | 4 | 3 | AI + DePIN mania; low-float TGE; future unlock wave adds Vapor | 68.75 |
| KAITO | Winner | 2 | 4 | 3 | Late-cycle dilution; InfoFi squeeze; utility abstract but linked | 48.75 |
| MOVE | Winner -> Loser | 3 | 4 | 5 | Elite backers + political headlines; no working chain (pure vapor) | 71.25 |
| SUI | Winner | 4 | 3 | 2 | Early-bull scarcity; “shiny new L1” dream; tech talk modest | 53.75 |
| JTO | Winner | 4 | 3 | 2 | Early-cycle Solana liquid staking leader; TVL & price in sync; credible backers; tangible utility keeps Vapor low. | 53.75 |
| TIA | Winner | 4 | 4 | 3 | Staking for airdrop flywheel; modular narrative; scarce float; Tier 1 backers. | 68.75 |
| ZRO | Winner | 4 | 4 | 2 | Elite VC backing, top bridge volumes; prestige narrative; tangible cross chain messaging tech. | 62.5 |
| STRK | Loser | 4 | 1 | 4 | Launch timing perfect but narrative vacuum; VC prestige turned to exit‑liquidity fear; usage near‑zero | 48.75 |
| ZK | Loser | 3 | 1 | 4 | Saturated L2 launch; no narrative retention; governance‑only token creates high Vapor | 38.7 |
| EIGEN | Loser | 3 | 1 | 4 | Elite TVL & VC backing, but no post‑airdrop narrative; governance‑only token keeps Vapor high | 38.75 |
| ENA | Winner | 4 | 4 | 3 | Stablecoin PM‑fit + Trump narrative; $136 M tier‑1 funding; governance‑only token leaves moderate Vapor | 68.75 |
| TNSR | Loser | 3 | 1 | 4 | Peak‑cycle Solana NFT launch; no post‑airdrop myth; governance‑only token (high Vapor) | 38.75 |
| USUAL | Winner | 4 | 3 | 4 | Stable‑coin + RWA buzzword ignition; $18.5 M tier‑1 funding; no value‑accrual → high Vapor | 62.25 |
| TAIKO | Loser | 3 | 1 | 4 | Asia‑centric $37 M raise; no post‑airdrop myth; governance‑only token keeps Vapor high | 38.75 |
TAIKO — Environment / Myth / Vapor scores
| Token | E | M | V | EMV _Final |
|---|---|---|---|---|
| TAIKO | 3 | 1 | 4 | 38.75 |
Scoring logic
| Pillar | Reasoning | Score |
|---|---|---|
| Environment (E) | $37 M VC raise, decent early liquidity, but launched with $2.9 B FDV into an already crowded L2 slate. | 3 |
| Myth (M) | No enduring narrative: “just another ZK‑rollup.” Community interest vanished after the airdrop. | 1 |
| Vapor (V) | Token is pure governance with no value‑accrual sinks; > 80 % supply locked and minimal on‑chain usage ➜ high ambiguity. | 4 |
Weighted base = 0.40·3 + 0.35·1 + 0.25·4 = 2.55 → EMV _Final = 38.75 (same as ZK & EIGEN, reflecting a low‑myth, high‑vapor profile).
Methodology restated (unchanged) We keep your fixed weighting: Score each pillar 1–5
Environment—launch climate, liquidity, VC calibre.
Myth—strength & durability of forward‑expectations narrative.
Vapor—useful ambiguity vs. delivered utility.
Apply constant weights: 40 % E, 35 % M, 25 % V.
Rescale to 0–100
EMV_Final=(0.40E+0.35M+0.25V−14)×100\text{EMV_Final}= \Bigl(\frac{0.40E + 0.35M + 0.25V - 1}{4}\Bigr)\times100EMV_Final=(40.40E+0.35M+0.25V−1)×100 Because all three pillars live on the same 1‑to‑5 scale, no extra normalisation is needed; the linear transform simply produces a percentile‑style composite. TAIKO slipped neatly into the existing framework, so no calibration changes were required.
📄 Private Verification Document – Verification Section Aggregator Update Proof: TAIKO Integration Snapshot
| Project | Environment | Myth | Vapor | EMV_Final |
|---|---|---|---|---|
| TAIKO | 3 | 1 | 4 | 38.75 |
Summary Notes: Environment = 3 → $37M raise, but $2.9B FDV and highly saturated launch timing.
Myth = 1 → Weak narrative retention post-airdrop; “just another ZK-rollup” stigma.
Vapor = 4 → Token utility minimal, locked supply high, usage shallow. ✅ TAIKO’s integration confirms the aggregator’s consistency in scoring low-myth, high-vapor governance tokens. The EMV methodology required no changes and maintained precision in percentile scoring.