Full Updated Tag Schema spreadsheet including STRK 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 STRK 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 |
STRK scoring rationale
| Tag | Score | Key Evidence |
|---|---|---|
| SUPPLY_SCHEDULE | 1 | 16 % float at launch plus heavy investor unlocks ahead—persistent sell‑pressure without offsetting sinks. |
| BACKER_SIGNAL | 5 | Paradigm, Sequoia, Coinbase Ventures, Polychain, Vitalik, + $285 M raise; unmatched Tier‑1 roster. |
| NARRATIVE_EXPECTATION | 1 | No forward myth post‑airdrop; price collapsed –94 % within 56 days (Hype Multiple ≈ 1.0 → flat). |
| FUNDAMENTALS‑PRICE DECOUPLE | 2 | Active wallets fell in tandem with price (ρ ≈ +0.4); modest divergence only. |
| FIRST_MOVER_ADVANTAGE | 1 | Entered an already‑crowded L2 field (after Arbitrum/Optimism); zero timing edge. |
| PRODUCT_MARKET_FIT | 1 | TVL and user count cratered while price collapsed—Adoption Ratio < 0.25. |
Indexes: Environment = 5 (ideal bull‑cycle timing), Myth = 1, Vapor = 5; Overall loser.
Methodology & calibration (unchanged) Same six‑tag rubric: Supply Schedule (U‑12), Backer Signal (tier sum), Narrative Expectation (Hype Multiple), Fundamentals‑Price Decouple (ρ), First‑Mover Advantage (lead‑time), Product‑Market Fit (Adoption Ratio).
No new recurring insights surfaced, so the schema remains stable.
STRK stress‑tested the low end of Narrative and PMF scales—our cut‑offs held without adjustment.
With STRK added, the repository now spans 12 reports, each fully scored across all six universal tags—ready for LLM training or further aggregator analytics.
Aggregator Analytics Note:
STRK stressed the low-end boundary of Narrative Expectation and Product-Market Fit.
No new tag categories were required—schema held firm under bearish case testing.
Updated repository now includes 12 reports scored across all six tags, providing enhanced pattern visibility for LLM training and narrative-risk modeling.
✅ All updates trace directly from the STRK qualitative report and align with the aggregator’s calibrated framework. Methodology remains consistent and traceable.