wizbubba1’s gists

wizbubba1 / master_repo_update_BLAST.md

Last active May 13, 2025 17:40

Spreadsheet link to Master Repository with BLAST entries updated: https://docs.google.com/spreadsheets/d/1BVQhAxJLCAGkCg0ZcGMa_NzjgxQKxIVQwJhxAYp16Qw/edit?usp=sharing

Updated Master Repository Table with BLAST entries 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	Environment Score	Myth Score	Vapor Score	EMV_Overall	Tag_Composite	Grand_Total_Score
ARB	Loser	1	3	1	5	1	1	3	2	1	2.15	2.5	2.29
FTM	Winner -> Loser	5	3	5	4	1	1	3	4	2	3.1	4.25	3.56
GRASS	Winner	3	4	5	2	5	5	4	4	3	3.75	3.5	3.65
KAITO	Winner	3	5	4	3	3	3	2	4	3	2.95	3.75	3.27

wizbubba1 / tag_schema_update_BLAST.md

Last active May 13, 2025 13:18

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

wizbubba1 / EMV_repo_update_BLAST.md

Last active May 13, 2025 11:12

Updated EMV Repository including BLAST: https://docs.google.com/spreadsheets/d/1843mEciZzFqXpNtzq6by7Hkt52phbtSdDeeUDCKGQBg/edit?usp=sharing

Table of Updated EMV Repository including BLAST:

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

wizbubba1 / BLAST_qual_report.md

Created May 13, 2025 09:16

PART A QUALITATIVE REPORT: BLAST – “The Casino Chain”

This qualitative report will analyze the lifetime of post-launch price action of BLAST – an Ethereum Layer 2 protocol that gained massive mindshare for its pre-launch ‘Gold’ farming but fell apart once the incentives slowed down.

Highlighted Timeframe

Time frame of this BLAST price analysis: 6/26/2024 - 4/7/2025 Data aggregators and sources used: https://coinmarketcap.com/currencies/blast/, https://defillama.com/chain/blast, https://cryptorank.io/price/blast-l-2, https://coinmarketcap.com/currencies/wolf-game-wool/, https://coinmarketcap.com/currencies/usdb/, https://www.tradingview.com/x/aGznLDNo/

Since the aim of this qualitative report is to analyze the drivers of BLAST’s lifetime of bearish price action that followed its launch day, we will be focusing on the time between its launch (6/26/2024) and its subsequent descent to all-time low (4/7/2025). Throughout this time, BLAST decreased -91.02% from $0.0257 to $0.0036 (sourced from htt

wizbubba1 / master_repo_update_TAIKO.md

Last active May 12, 2025 21:18

Spreadsheet link to Master Repository with TAIKO entries updated: https://docs.google.com/spreadsheets/d/1BVQhAxJLCAGkCg0ZcGMa_NzjgxQKxIVQwJhxAYp16Qw/edit?usp=sharing

Updated Master Repository Table with TAIKO entries 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	Environment Score	Myth Score	Vapor Score	EMV_Overall	Tag_Composite	Grand_Total_Score
ARB	Loser	1	3	1	5	1	1	3	2	1	2.15	2.5	2.29
FTM	Winner -> Loser	5	3	5	4	1	1	3	4	2	3.1	4.25	3.56
GRASS	Winner	3	4	5	2	5	5	4	4	3	3.75	3.5	3.65
KAITO	Winner	3	5	4	3	3	3	2	4	3	2.95	3.75	3.27

wizbubba1 / Tag_Schema_update_TAIKO.md

Last active May 12, 2025 17:23

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

wizbubba1 / EMV_repo_update_TAIKO.md

Last active May 12, 2025 15:34

Updated EMV Repository including TAIKO: https://docs.google.com/spreadsheets/d/1843mEciZzFqXpNtzq6by7Hkt52phbtSdDeeUDCKGQBg/edit?usp=sharing

Table of Updated EMV Repository including TAIKO:

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

wizbubba1 / TAIKO_qual_report.md

Last active May 12, 2025 14:19

PART A QUALITATIVE REPORT: TAIKO – “Ghost Chain with Great Timing”

This qualitative report will analyze the lifetime of post-launch price action of TAIKO – an Ethereum Layer 2 protocol that categorizes itself as a zero knowledge proof protocol and has virtually been non-existent in terms of mindshare since launch, yet maintains an FDV of over $800M.

Highlighted Timeframe

Time frame of this TAIKO price analysis: 6/5/2024 - 4/7/2025 Data aggregators and sources used: https://coinmarketcap.com/currencies/taiko/, https://defillama.com/chain/taiko, https://cryptorank.io/price/taikoxyz, https://www.tradingview.com/x/YqLBFk62/

Since the aim of this qualitative report is to analyze the drivers of TAIKO’s lifetime of bearish price action that followed its launch day, we will be focusing on the time between its launch (6/5/2024) and its subsequent descent to all-time low (4/7/2025). Throughout this time, TAIKO decreased -80.08% from $2.4296 to $0.4839 (sourced from https://coinmarketcap.com/currenci

wizbubba1 / Updated_master_repo_USUAL.md

Last active May 11, 2025 19:31

Spreadsheet link to Master Repository with USUAL entries updated: https://docs.google.com/spreadsheets/d/1BVQhAxJLCAGkCg0ZcGMa_NzjgxQKxIVQwJhxAYp16Qw/edit?usp=sharing

Updated Master Repository Table with USUAL entries 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	Environment Score	Myth Score	Vapor Score	EMV_Overall	Tag_Composite	Grand_Total_Score
ARB	Loser	1	3	1	5	1	1	3	2	1	2.15	2.5	2.29
FTM	Winner -> Loser	5	3	5	4	1	1	3	4	2	3.1	4.25	3.56
GRASS	Winner	3	4	5	2	5	5	4	4	3	3.75	3.5	3.65
KAITO	Winner	3	5	4	3	3	3	2	4	3	2.95	3.75	3.27

wizbubba1 / Tagging_Schema_repo_update_USUAL.md

Last active May 11, 2025 15:59

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

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