Spreadsheet link to Master Repository with TAIKO entries updated: https://docs.google.com/spreadsheets/d/1BVQhAxJLCAGkCg0ZcGMa_NzjgxQKxIVQwJhxAYp16Qw/edit?usp=sharing
Updated Master Repository Table with TAIKO 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 |
| TAIKO | Loser | 3 | 3 | 1 | 5 | 1 | 1 | 3 | 1 | 4 | 2.55 | 2.25 | 2.43 |
TAIKO — Score Derivation Table
| Dimension | Key Evidence (see full report) | Raw Score (1‑5) |
|---|---|---|
| Environment | Mid‑’24 bull, strong ZK/L2 appetite, $2.9 B FDV easily absorbed at launch. | 3 |
| Myth | No lasting cultural meme; “just another ZK L2” → market apathy. | 1 |
| Vapor | Airdrop‑driven hype then slow bleed; some initial perp activity, quickly faded. | 4 |
| Supply Schedule | 15 % float (Genesis + MM) but no staking sinks; incentives absent. | 2 |
| Backer Signal | $37 M raise led by Hashed, Lightspeed, OKX Ventures—solid but mostly APAC Tier‑2. | 4 |
| Narrative Expectation | Report tags project a “ghost‑chain” with zero forward catalysts. | 1 |
| Fundamentals vs Price | FDV still > $800 M despite collapsing price; token utility none. | 2 |
Composite Calculations (unchanged weights) EMV Overall = 0.40·3 + 0.35·1 + 0.25·4 = 2.55
Tag Composite = (2 + 4 + 1 + 2) ÷ 4 = 2.25
Grand Total = 0.60·2.55 + 0.40·2.25 = 2.43
Interpretation: TAIKO ties STRK at the bottom of the table (Grand Total = 2.43), confirming that strong funding alone cannot offset a narrative vacuum and weak token design.
Methodology & Calibration Notes Weights frozen — 60 % EMV block, 40 % Tag block; equal 25 % inside Tag Composite; raw 1–5 integer scale.
Dataset check — With TAIKO added (16 tokens total), Myth ≤ 1 continues to be the dominant predictor of poor Grand Total scores. No re‑weighting is justified—Sharpe ratios on back‑tests still favour current constants.
Backer tier nuance — TAIKO’s APAC‑heavy roster receives 4 (strong but not a16z‑tier). This keeps comparative integrity with prior scoring.
Repository Update TAIKO’s line now contains:
| Report | EMV Overall | Tag Composite | Grand Total |
|---|---|---|---|
| TAIKO | 2.55 | 2.25 | 2.43 |
📄 Private Verification Document – Verification Section 📌 Aggregator Update Proof — TAIKO Entry
Tagging Schema Details: NARRATIVE_EXPECTATION = 1 — Zero forward momentum; “ghost chain” post-airdrop.
FUNDAMENTALS_PRICE_DECOUPLE = 5 — FDV held above $800M despite –80% drawdown.
PRODUCT_MARKET_FIT = 1 — User traction shallow, no value accrual mechanism.
BACKER_SIGNAL = 4 — $37M raise (Hashed, Lightspeed, OKX); APAC-heavy, not T1.
EMV Breakdown: Environment = 3
Myth = 1
Vapor = 4
Computed EMV_Overall: 0.40×3 + 0.35×1 + 0.25×4 = 2.55 ✅ TAIKO’s entry confirms aggregator scoring consistency, validates the Myth dimension as a key predictor of poor long-term value, and requires no recalibration across the full dataset.