Updated EMV Repository including TNSR: https://docs.google.com/spreadsheets/d/1843mEciZzFqXpNtzq6by7Hkt52phbtSdDeeUDCKGQBg/edit?usp=sharing
Table of Updated EMV Repository including TNSR:
| 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 | 38.7 |
| EIGEN | Loser | 3 | 1 | 4 | Elite TVL & VC backing, but no post‑airdrop narrative; governance‑only token keeps Vapor high | 38.75 |
| ENA | Winner | 4 | 4 | 3 | Stablecoin PM‑fit + Trump narrative; $136 M tier‑1 funding; governance‑only token leaves moderate Vapor | 68.75 |
| TNSR | Loser | 3 | 1 | 4 | Peak‑cycle Solana NFT launch; no post‑airdrop myth; governance‑only token (high Vapor) | 38.75 |
TNSR — Environment / Myth / Vapor scores
| Token | E | M | V | EMV _Final |
|---|---|---|---|---|
| TNSR | 3 | 1 | 4 | 38.75 |
Scoring rationale
| Pillar | Reasoning | Score |
|---|---|---|
| Environment (E) | Launched during Solana NFT euphoria with strong exchange support, but in a niche sector already softening. | 3 |
| Myth (M) | No enduring forward‑expectations arc; after the airdrop and NFT volume collapse, speculative belief vanished. | 1 |
| Vapor (V) | Token is governance‑only, lacks clear value‑accrual sinks; large initial unlock keeps structural sell‑pressure high. | 4 |
Weighted base = 0.40·3 + 0.35·1 + 0.25·4 = 2.55 → EMV _Final = 38.75 (matching ZK and EIGEN, which share low myth and high vapor).
Methodology (unchanged) Score each pillar on a 1–5 scale based on launch climate (Environment), strength / durability of forward‑looking narrative (Myth), and degree of useful ambiguity vs. delivered utility (Vapor).
Apply constant weights fixed since our initial calibration: 40 % E, 35 % M, 25 % V.
Compute composite with
EMV_Final=(0.40E+0.35M+0.25V−14)×100\text{EMV_Final}= \Bigl(\frac{0.40E + 0.35M + 0.25V - 1}{4}\Bigr)\times100EMV_Final=(40.40E+0.35M+0.25V−1)×100 This linearly maps the weighted 1‑to‑5 average onto a 0‑to‑100 percentile‑style score. Because the pillars share the same ordinal scale and the weights remain fixed, no recalibration was needed. TNSR’s low‑myth, high‑vapor profile fits cleanly within the existing framework, and the methodology stays locked until you request a change.
📄 Private Verification Document – Verification Section EMV Repository Snapshot for TNSR Integration
| Project | Environment | Myth | Vapor | EMV_Final |
|---|---|---|---|---|
| TNSR | 3 | 1 | 4 | 38.75 |
Scoring Breakdown: Environment = 3: Launched during Solana NFT euphoria, but market already weakening. Myth = 1: No enduring post-airdrop narrative; NFT-based speculation collapsed. Vapor = 4: Governance-only token, no value accrual, structurally high sell-pressure. Analytics Advancement Summary: ✔ The integration of TNSR strengthens the EMV model's sensitivity to cyclical narrative decay and over-indexed cultural assets (e.g., NFTs). ✔ It confirms the framework’s durability for high-vapor, low-myth failure cases without requiring recalibration. ✅ EMV methodology remains locked, and all updates are traceable via consistent scoring logic and public repository entries.