Updated EMV Repository including ZK: https://docs.google.com/spreadsheets/d/1843mEciZzFqXpNtzq6by7Hkt52phbtSdDeeUDCKGQBg/edit?usp=sharing
Table of Updated EMV Repository including ZK:
| 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 | 38.75 |
Quick rationale Environment 3 — Strong tier‑1 funding and early‑bull liquidity, but launched into a saturated wave of L2 governance tokens, blunting upside. Myth 1 — No post‑airdrop “hopes‑and‑dreams” arc; community goodwill collapsed, leaving zero speculative heartbeat. Vapor 4 — Working tech exists, yet value‑accrual is opaque and user traction minimal, so useful ambiguity (and future unlock risk) remains high.
Weighted base = 0.40·3 + 0.35·1 + 0.25·4 = 2.55 → EMV _Final = 38.75 exactly per the fixed formula. Methodology restated (unchanged) We still apply the constant 40 % Environment, 35 % Myth, 25 % Vapor weighting, then stretch the 1‑to‑5 weighted average onto a 0‑100 scale: base = 0.40·E + 0.35·M + 0.25·V EMV_Final = ((base − 1) / 4) × 100
Environment (E) gauges funding calibre, liquidity depth, and launch‑cycle positioning. Myth (M) measures the strength and longevity of the forward‑expectations story. Vapor (V) discounts for ambiguity, lack of delivered utility, and future unlock risk.
Because every pillar remains on the same 1‑5 ordinal scale, no extra normalisation is required; the linear transform simply gives you a percentile‑style composite that slots each new coin into the existing ranking without distortion. No calibration changes were needed for ZK—the methodology remains locked until you tell me otherwise.
📄 Private Verification Document – Verification Section EMV Repository Categorization for ZK
| Project | Winner/Loser | Environment | Myth | Vapor | Calibration Notes | EMV_Final |
|---|---|---|---|---|---|---|
| ZK | Loser | 3 | 1 | 4 | Strong funding but launched into governance-token saturation; no sustaining narrative; high Vapor due to value accrual opacity. | 38.75 |
Aggregator Integration Note: ✔ ZK’s updated EMV scores now contribute to improved recognition of bearish patterns in governance token launches with weak Myth arcs. ✔ No changes were made to the 40/35/25 weighting formula, maintaining consistency across all entries. ✔ Snapshot of the updated repository and the applied rationale included here for third-party validation. ✅ Methodology integrity preserved; the ZK insights are now fully traceable and ready for comparative scoring.