wizbubba1’s gists

wizbubba1 / master_repo_update_EIGEN.md

Last active May 8, 2025 18:27

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

Updated Master Repository Table with EIGEN 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_EIGEN.md

Last active May 8, 2025 15:47

Full Updated Tag Schema spreadsheet including EIGEN 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 EIGEN 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

wizbubba1 / EMV_repo_update_EIGEN.md

Last active May 8, 2025 13:00

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

Table of Updated EMV Repository including EIGEN:

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 / EIGEN_qual_report.md

Created May 8, 2025 09:14

PART A QUALITATIVE REPORT: EIGEN – “DeFi Giant with Miserable Price Action”

This qualitative report will analyze the lifetime of post-launch price action of EIGEN (EigenLayer) – the breakout defi giant protocol that took over the re-staking niche in 2024.

Highlighted Timeframe

Time frame of this EIGEN price analysis: 10/01/2024 - 4/07/2025 Data aggregators and sources used: https://coinmarketcap.com/currencies/eigenlayer/, https://cryptorank.io/price/eigenlayer, https://defillama.com/protocol/eigenlayer, https://defillama.com/protocols/Restaking, https://defillama.com/chain/ethereum

Since the aim of this qualitative report is to analyze the drivers of EIGEN’s bearish price action that immediately followed the token launch, we will be focusing on the time between its launch day (10/01/2024) and its all time low (4/07/2025). Throughout this time, EIGEN decreased -83.55% from $4.013 to $0.66 (sourced from https://coinmarketcap.com/currencies/eigenlayer/). Below is a screenshot of the highlighted

wizbubba1 / master_repo_update_ZK.md

Last active May 7, 2025 18:56

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

Updated Master Repository Table with ZK 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_UpdateZK.md

Last active May 7, 2025 15:42

Full Updated Tag Schema spreadsheet including ZK 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 ZK 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

wizbubba1 / EMV_update_ZK.md

Last active May 7, 2025 12:52

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

Table of Updated EMV Repository including ZK:

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 / qual_report_ZK.md

Last active May 7, 2025 09:29

PART A QUALITATIVE REPORT: ZK – “Airdrop Disasters Speeding up Fate”

This qualitative report will analyze the lifetime of down-only post-launch price action of ZK (ZKsync) – an Ethereum layer 2 blockchain that describes itself as “The Elastic Network”.

Highlighted Timeframe

Time frame of this ZK price analysis: 6/17/2024 - 4/14/2025 Data aggregators and sources used: https://coinmarketcap.com/currencies/zksync/, https://cryptorank.io/price/zksync, https://defillama.com/chain/zksync-era, https://defillama.com/chains

Since the aim of this qualitative report is to analyze the drivers of ZK’s bearish price action that immediately followed the token launch, we will be focusing on the time between its launch day (6/17/2024) and its all time low (4/14/2025). Throughout this time, ZK decreased -76.41% from $0.1679 to $0.0396 (sourced from https://coinmarketcap.com/currencies/zksync/). Below is a screenshot of the highlighted timeframe of ZK price action on the 1W chart that we will be analyzing in this q

wizbubba1 / master_repo_update_STRK.md

Last active May 6, 2025 22:37

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

Updated Master Repository Table with STRK 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_STRK.md

Last active May 6, 2025 16:48

Full Updated Tag Schema spreadsheet including STRK 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 STRK 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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