Full Updated Tag Schema spreadsheet including USUAL 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 USUAL 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 |
USUAL scoring rationale
| Tag | Score | Key Evidence |
|---|---|---|
| SUPPLY_SCHEDULE | 2 | 24 % float at launch (airdrop + Launchpool); 76 % locked but no sinks → moderate pressure. |
| BACKER_SIGNAL | 4 | Binance Labs, Coinbase Ventures, OKX, Galaxy; $18.5 M raise yet backers went quiet post‑pump. |
| NARRATIVE_EXPECTATION | 5 | +479 % in 31 days (Hype Multiple ≈ 4.8×) then –90 %—classic reflexive boom‑bust. |
| FUND‑PRICE DECOUPLE | 2 | TVL & USD0 supply rose with price then fell; ρ ≈ +0.3 over 90 d. |
| FIRST_MOVER_ADVANTAGE | 1 | Entered crowded “fiat‑backed stablecoin” space; no timing edge. |
| PRODUCT_MARKET_FIT | 1 | Adoption Ratio < 0.25; USD0 supply collapsed alongside price, revealing weak PMF. |
Methodology & calibration notes Rubric unchanged U‑12 for Supply, tier‑weighted Backer score, Hype Multiple, Spearman ρ, lead‑time edge, and Adoption Ratio remain the quantitative pillars.
Narrative vs PMF contrast USUAL underscores how NE = 5 can coexist with PMF = 1, validating our ability to separate hype from durable adoption.
No new tags introduced All USUAL insights map cleanly to existing six tags, so schema size stays stable.
Tagging Schema Log entry 2025‑05‑11 — Added USUAL row; no new tag definitions.
📄 Private Verification Document – Verification Section Excerpt from Updated Tagging Schema Log 2025‑05‑11 — Added USUAL row; no new tag definitions. Confirmed schema can score NE = 5 and PMF = 1 independently—supports differentiation between reflexive narrative strength and weak product traction. Specific Enhancements Introduced NARRATIVE_EXPECTATION = 5: +479% in 31 days with a Hype Multiple ≈ 4.8×.
PRODUCT_MARKET_FIT = 1: Adoption Ratio < 0.25; USD0 supply collapsed with price. ✅ These enhancements strengthen the scoring system’s ability to separate speculative ignition from real adoption, improving model robustness for identifying high-risk vs. high-potential crypto assets.