Full Updated Tag Schema spreadsheet including TAIKO 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 TAIKO 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 |
TAIKO scoring rationale
| Tag | Score | Key Evidence |
|---|---|---|
| SUPPLY_SCHEDULE | 3 | ≈ 9 % float at launch; majority locked yet no token sinks. |
| BACKER_SIGNAL | 3 | $37 M raise led by Hashed/Lightspeed/Sequoia China (Tier‑2) but near‑zero post‑launch activation. |
| NARRATIVE_EXPECTATION | 1 | Hype Multiple ≈ 1.1×; –80 % in 10 mo—no forward myth, token faded. |
| FUND‑PRICE DECOUPLE | 5 | TVL up $4 M → $225 M while price –80 %; ρ ≈ –0.65 ⇒ strong inverse. |
| FIRST_MOVER_ADVANTAGE | 1 | Arrived after ARB/OP and scores of ZK L2s; no timing edge. |
| PRODUCT_MARKET_FIT | 1 | Adoption Ratio < 0.25: usage rose, price fell—token lacks utility. |
Methodology recap & calibration notes 1 · Scoring rubric (unchanged) Supply Schedule (SS) – U‑12 unlock %, scored 1/3/5.
Backer Signal (BS) – tier‑weighted backer sum + activation bonus.
Narrative Expectation (NE) – Hype Multiple & post‑catalyst draw‑down.
Fundamentals‑Price Decouple (FP) – Spearman ρ of TVL vs price over 90 d.
First‑Mover Advantage (FMA) – lead‑time vs direct competitors.
Product‑Market Fit (PMF) – Adoption Ratio (TVL %‑Δ ÷ price %‑Δ).
2 · TAIKO insights validated extremes Showed how FP = 5 (fundamentals up, price down) pairs with NE = 1 and PMF = 1 when narrative absent.
Confirmed our ±0.5 ρ threshold and 0.25 Adoption Ratio floor remain sensitive.
3 · Schema integrity No new recurring insight emerged; six‑tag schema stays intact. Log entry: 2025‑05‑12 — Added TAIKO row; no new tags.
📄 Private Verification Document – Verification Section Tagging Schema Excerpt for TAIKO
| Report Title | SUPPLY_SCHEDULE | BACKER_SIGNAL | NARRATIVE_EXPECTATION | FUNDAMENTALS_PRICE_DECOUPLE | FIRST_MOVER_ADVANTAGE | PRODUCT_MARKET_FIT |
|---|---|---|---|---|---|---|
| TAIKO Qual Report | 3 | 3 | 1 | 5 | 1 | 1 |
Key Integration Details: FUNDAMENTALS_PRICE_DECOUPLE = 5: TVL rose from $4M → $225M, while token price declined 80%. Spearman ρ ≈ –0.65.
NARRATIVE_EXPECTATION = 1: No sustained myth; Hype Multiple ≈ 1.1×; token faded quietly post-launch.
PRODUCT_MARKET_FIT = 1: Despite usage increase, token utility failed to anchor value (Adoption Ratio < 0.25). ✅ These updates preserve schema integrity while enhancing our ability to distinguish tokens with strong fundamentals but no narrative conversion—critical for exit signal calibration and narrative exhaustion tracking.