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wizbubba1 / EMV_repo_update_USUAL.md
Last active May 11, 2025 13:37

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

Table of Updated EMV Repository including USUAL:

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
wizbubba1 / qual_report_USUAL.md
Last active May 11, 2025 11:49

PART A QUALITATIVE REPORT: USUAL – “Stablecoin Ponzi”

This qualitative report will analyze the lifetime of post-launch price action of USUAL – a “decentralized fiat-backed (RWA) stablecoin issuer that redistributes value and ownership through the $USUAL token” (sourced from https://x.com/usualmoney twitter bio).

Highlighted Timeframe

Time frame of this USUAL price analysis: 11/19/2024 - 12/20/2024 Data aggregators and sources used: https://coinmarketcap.com/currencies/usual/, https://coinmarketcap.com/currencies/usual-usd/, https://defillama.com/protocol/usual, https://cryptorank.io/price/usual, https://www.tradingview.com/x/l8O4yi5f/

Since the aim of this qualitative report is to analyze the drivers of USUAL’s bullish price action that followed its launch day, we will be focusing on the time between its launch (11/19/2024) and its subsequent relatively fast rise to all-time high (12/20/2024). Throughout this time, TNSR decreased +479.28% from $0.2852 to $1.6521 (sourced from https://coinmarket

@wizbubba1
wizbubba1 / master_repo_update_TNSR.md
Last active May 10, 2025 22:30

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

Updated Master Repository Table with TNSR 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
wizbubba1 / tagging_schema_repo_update_TNSR.md
Last active May 10, 2025 19:53

Full Updated Tag Schema spreadsheet including TNSR 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 TNSR 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
wizbubba1 / EMV_repo_update_TNSR.md
Last active May 10, 2025 15:20

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
@wizbubba1
wizbubba1 / TNSR_qual_report.md
Last active May 10, 2025 12:41

PART A QUALITATIVE REPORT: TNSR – “Solana NFT Marketplace”

This qualitative report will analyze the lifetime of post-launch price action of TNSR (Tensor) – a Solana-based NFT marketplace that has faded into irrelevance in tandem with the decline of the NFT market.

Highlighted Timeframe

Time frame of this TNSR price analysis: 4/08/2024 - 4/07/2025 Data aggregators and sources used: https://coinmarketcap.com/currencies/tensor/, https://cryptorank.io/price/tensor, https://www.tradingview.com/x/x3Z7pxBV/

Since the aim of this qualitative report is to analyze the drivers of TNSR’s bearish price action that followed its launch day, we will be focusing on the time between its launch (4/08/2024) and its subsequent prolonged decline to all time low (4/07/2025). Throughout this time, TNSR decreased -89.5% from $1.0273 to $0.1079 (sourced from https://coinmarketcap.com/currencies/tensor/). Below is a screenshot of the highlighted timeframe of TNSR price action on the 1W chart that we will be analyzing in thi

@wizbubba1
wizbubba1 / master_repo_update_ENA.md
Last active May 9, 2025 18:28

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

Updated Master Repository Table with ENA 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
wizbubba1 / Tagging_schema_repo_update_ENA.md
Last active May 9, 2025 14:07

Full Updated Tag Schema spreadsheet including ENA 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 ENA 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
wizbubba1 / EMV_repo_update_ENA.md
Last active May 9, 2025 11:17

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

Table of Updated EMV Repository including ENA:

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
wizbubba1 / ENA_qual_report.md
Last active May 9, 2025 09:29

PART A QUALITATIVE REPORT: ENA – “DeFi Giant with Presidential Links & Stablecoins”

This qualitative report will analyze the lifetime of post-launch price action of ENA (Ethena) – the breakout defi giant protocol that took over the synthetic dollar (stablecoin) niche in 2024.

Highlighted Timeframe

Time frame of this ENA price analysis: 9/06/2024 - 12/16/2024 Data aggregators and sources used: https://coinmarketcap.com/currencies/ethena/, https://cryptorank.io/price/ethena, https://defillama.com/protocol/ethena-usde, https://defillama.com/protocol/ethena, https://coinmarketcap.com/view/world-liberty-financial-portfolio/

Since the aim of this qualitative report is to analyze the drivers of ENA’s incredibly bullish price action that followed its all time low as the market found a base in the summer of 2024, we will be focusing on the time between its all time low (9/06/2024) and its subsequent prolonged rally to all time high (12/16/2024). Throughout this time, ENA increased +585.57% from $0.194 to $1