Spreadsheet link to Master Repository with USUAL entries updated: https://docs.google.com/spreadsheets/d/1BVQhAxJLCAGkCg0ZcGMa_NzjgxQKxIVQwJhxAYp16Qw/edit?usp=sharing
Updated Master Repository Table with USUAL entries 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 | Environment Score | Myth Score | Vapor Score | EMV_Overall | Tag_Composite | Grand_Total_Score |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARB | Loser | 1 | 3 | 1 | 5 | 1 | 1 | 3 | 2 | 1 | 2.15 | 2.5 | 2.29 |
| FTM | Winner -> Loser | 5 | 3 | 5 | 4 | 1 | 1 | 3 | 4 | 2 | 3.1 | 4.25 | 3.56 |
| GRASS | Winner | 3 | 4 | 5 | 2 | 5 | 5 | 4 | 4 | 3 | 3.75 | 3.5 | 3.65 |
| KAITO | Winner | 3 | 5 | 4 | 3 | 3 | 3 | 2 | 4 | 3 | 2.95 | 3.75 | 3.27 |
| MOVE | Winner -> Loser | 4 | 5 | 5 | 5 | 3 | 1 | 3 | 4 | 5 | 3.85 | 4.75 | 4.21 |
| SUI | Winner | 4 | 5 | 5 | 4 | 3 | 3 | 4 | 3 | 2 | 3.15 | 4.5 | 3.69 |
| JTO | Winner | 4 | 5 | 4 | 1 | 5 | 5 | 4 | 3 | 2 | 3.15 | 3.5 | 3.29 |
| TIA | Winner | 4 | 5 | 5 | 2 | 5 | 5 | 4 | 4 | 3 | 3.75 | 4 | 3.85 |
| ZRO | Winner | 3 | 5 | 4 | 2 | 1 | 5 | 4 | 4 | 2 | 3.15 | 3.25 | 3.19 |
| IP | Winner | 3 | 5 | 5 | 5 | 5 | 1 | 4 | 4 | 5 | 4.25 | 3.75 | 4.05 |
| STRK | Loser | 1 | 5 | 1 | 2 | 1 | 1 | 4 | 1 | 4 | 2.45 | 2.25 | 2.37 |
| ZK | Loser | 2 | 4 | 1 | 2 | 1 | 1 | 3 | 1 | 4 | 2.45 | 2.5 | 2.47 |
| EIGEN | Loser | 2 | 4 | 1 | 5 | 5 | 1 | 3 | 1 | 4 | 2.45 | 2.5 | 2.47 |
| ENA | Winner | 2 | 5 | 5 | 2 | 1 | 5 | 4 | 4 | 3 | 4.35 | 4 | 4.21 |
| TNSR | Loser | 1 | 3 | 3 | 2 | 1 | 1 | 3 | 1 | 4 | 2.3 | 2.5 | 2.38 |
| USUAL | Winner | 2 | 4 | 5 | 2 | 1 | 1 | 4 | 3 | 4 | 3.69 | 3.5 | 3.59 |
USUAL — Score Derivation Table
| Dimension | Evidence from Full Report | Raw Score (1‑5) |
|---|---|---|
| Environment | Late‑2024 “RWA + stablecoin” mania, limited new‑token dilution, abundant bull‑cycle liquidity. | 4 |
| Myth | Perfect buzz‑word stack (“decentralized fiat‑backed, RWA, redistribution”) ignited a 479 % reflexive run. | 3 |
| Vapor | One‑month vertical rally, TVL ↗ and stablecoin supply ↗ created a speculative fly‑wheel—classic froth. | 4 |
| Supply Schedule | 64 % community incentives, 8.5 % airdrop, 7.5 % Launchpool—broad but still 25 % locked; no sinks. | 3 |
| Backer Signal | Binance (YZi) Labs, Coinbase Ventures, Galaxy, OKX, IOSG: tier‑one distribution network. | 5 |
| Narrative Expectation | RWA‑stablecoin hype strong but fragile; momentum hinges on USD0 growth. | 4 |
| Fundamentals vs Price | Token has no value accrual; price +479 % while fee capture ≈ 0—clear decouple. | 2 |
Composite Calculations (constant weights) EMV Overall = 0.40·4 + 0.35·4 + 0.25·5 = 3.69 Tag Composite = (3 + 5 + 4 + 2)/4 = 3.50 Grand Total = 0.60·4.25 + 0.40·3.50 = 3.59
Interpretation: USUAL’s reflexive pump and first‑class backer roster lift it into the top‑quartile bracket (just under IP 4.35, ENA 4.21). However, fragile fundamentals and an unsustainable supply design cap its composite below the very top tier. Calibration Notes Methodology unchanged — 60 / 40 EMV‑to‑Tag blend; equal 25 % weights inside Tag Composite; fixed 1‑to‑5 raw scale.
Dataset impact — With USUAL logged, top‑quartile Grand Total cut‑off rises to ≈ 3.9. Myth + Vapor synergy remains the primary driver of out‑performance.
No re‑weighting required — Back‑testing after 15 tokens still shows the frozen weight set giving the best risk‑adjusted strat returns.
📄 Private Verification Document – Verification Section
| Report Title | Environment | Myth | Vapor | EMV_Overall | Tag_Composite | Grand_Total_Score |
|---|---|---|---|---|---|---|
| USUAL | 4 | 3 | 4 | 3.69 | 3.50 | 3.59 |
✅ This update enhances classification precision by refining how strong short-term narratives (high Myth) interact with governance-only tokens (high Vapor) — supporting better early-stage entry/exit strategy evaluation and predictive modeling for speculative blow-off tops.