Updated EMV Repository including ZRO: https://docs.google.com/spreadsheets/d/1843mEciZzFqXpNtzq6by7Hkt52phbtSdDeeUDCKGQBg/edit?usp=sharing
Table of Updated EMV Repository including ZRO:
| 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 |
ZRO scores added
| Token | E | M | V | EMV _Final |
|---|---|---|---|---|
| ZRO | 4 | 4 | 2 | 62.50 |
Methodology (unchanged) We continue to apply the fixed 40 % Environment, 35 % Myth, 25 % Vapor weighting, then stretch the weighted‑average from the 1‑to‑5 pillar scale onto a 0‑to‑100 range: base = 0.40·E + 0.35·M + 0.25·V EMV_Final = ((base − 1) / 4) × 100
Environment (E) captures launch climate, liquidity, and funding prowess. Myth (M) measures the strength and durability of forward‑expectations narrative. Vapor (V) discounts for ambiguity or delivery risk. Because the pillars already share a common 1‑5 scale, no extra normalization is required; the transform simply rescales to a percentile‑style metric. How ZRO scored Environment 4 – Raised $318 M from top‑tier VCs (a16z, Coinbase Ventures) and dominated bridge volumes at launch. Myth 4 – “Bridge of the future” prestige narrative with elite partnerships and social proof (700 K+ followers). Vapor 2 – Tangible cross‑chain messaging tech keeps ambiguity low despite governance‑token limitations.
Weighted base = 3.5 → EMV _Final = 62.50, positioning ZRO between GRASS/TIA (high narrative) and SUI/JTO (lower vapor).
Calibration notes No adjustments to the 40 / 35 / 25 weighting were required—the ZRO data fits cleanly within the existing scale, reinforcing that the current formula continues to discriminate effectively across new infrastructure‑token entries. As always, future regressions against forward returns will guide any eventual re‑optimisation, but for now the methodology remains exactly as specified