Full Updated Tag Schema spreadsheet including BLAST 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 BLAST 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 |
| ZK Qual Report | Loser | 2 | 4 | 1 | 2 | 1 | 1 |
| EIGEN Qual Report | Loser | 2 | 4 | 1 | 5 | 5 | 1 |
| ENA Qual Report | Winner | 2 | 5 | 5 | 2 | 1 | 5 |
| TNSR Qual Report | Loser | 1 | 3 | 3 | 2 | 1 | 1 |
| USUAL Qual Report | Winner | 2 | 4 | 5 | 2 | 1 | 1 |
| TAIKO Qual Report | Loser | 3 | 3 | 1 | 5 | 1 | 1 |
| BLAST Qual Report | Loser | 1 | 3 | 5 | 2 | 1 | 1 |
BLAST scoring rationale
| Tag | Score | Key Evidence |
|---|---|---|
| SUPPLY_SCHEDULE | 1 | 17 % of supply released in day‑one airdrops; >25 % unlock within 12 m; no token sinks → structural sell pressure. |
| BACKER_SIGNAL | 3 | Paradigm + crypto‑native whales (Tier‑1/2) but no sustained activation after TGE. |
| NARRATIVE_EXPECTATION | 5 | “Gold farming” hype drove TVL $106 M → $2.3 B and price +480 % pre‑TGE (Hype Multiple ≈ 4.8×). |
| FUNDAMENTALS‑PRICE DECOUPLE | 2 | TVL & USDB supply declined in parallel with price (ρ ≈ +0.3). |
| FIRST_MOVER_ADVANTAGE | 1 | Entered an already saturated L2 field long after ARB/OP; no timing edge. |
| PRODUCT_MARKET_FIT | 1 | Adoption Ratio < 0.25—TVL –94 % while price –91 %; token lacks enduring utility. |
Methodology & calibration (unchanged) Six‑tag rubric SS – U‑12 unlock % (1 / 3 / 5).
BS – tier‑weighted investor score + activation bonus.
NE – Hype Multiple & post‑catalyst fade.
FP – Spearman ρ of TVL vs price (90 d).
FMA – lead‑time edge vs nearest rival launch.
PMF – Adoption Ratio (TVL %‑Δ ÷ price %‑Δ).
Calibration check BLAST validates that NE = 5 can coexist with SS = 1 and PMF = 1, reinforcing the rubric’s ability to disentangle hype from fundamentals. No new recurring insights surfaced, so the schema stays at six universal tags.
📄 Private Verification Document – Verification Section 📌 Tagging Schema Excerpt: BLAST Entry
| Report Title | SUPPLY_SCHEDULE | BACKER_SIGNAL | NARRATIVE_EXPECTATION | FUNDAMENTALS_PRICE_DECOUPLE | FIRST_MOVER_ADVANTAGE | PRODUCT_MARKET_FIT |
|---|---|---|---|---|---|---|
| BLAST Qual Report | 1 | 3 | 5 | 2 | 1 | 1 |
One-line Confirmation: ✔ Tag scores and rationale match schema calibration. No new tags introduced—BLAST confirms that explosive hype (NE = 5) can coexist with extreme structural fragility (SS = 1, PMF = 1).