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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

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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

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

Table of Updated EMV Repository including STRK:

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
MOVE	Winner -> Loser	3	4	5	Elite backers + political headlines; no working chain (pure vapor)	71.25

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PART A QUALITATIVE REPORT: STRK – “Ghost Chain Launch at the Greatest Moment”

This qualitative report will analyze the lifetime of down-only post-launch price action of STRK (Starknet) – an Ethereum layer 2 blockchain that describes itself as “Shaping the future with scale and integrity”.

Highlighted Timeframe

Time frame of this IP price analysis: 2/20/2025 - 4/16/2025 Data aggregators and sources used: https://coinmarketcap.com/currencies/starknet-token/, https://cryptorank.io/price/starknet, https://defillama.com/chain/starknet, https://defillama.com/chains

Since the aim of this qualitative report is to analyze the drivers of STRK’s bearish price action that immediately followed the token launch, we will be focusing on the time between its launch day (2/20/2025) and its all time low (4/16/2025). Throughout this time, STRK decreased -94.02% from $1.948 to $0.1165 (sourced from https://coinmarketcap.com/currencies/starknet-token/). Below is a screenshot of the highlighted timeframe of STRK price act

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

Updated Master Repository Table with IP 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
MOVE	Winner -> Loser	4	5	5	5	3	1	3

wizbubba1

Full Updated Tag Schema spreadsheet including IP 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 IP 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

wizbubba1

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

Table of Updated EMV Repository including IP:

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;

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PART A QUALITATIVE REPORT: IP – “Tokenizing Intelligence”

This qualitative report will analyze the post-launch moonshot pump of IP (Story Protocol) up to its all time high – a layer 1 blockchain that describes itself as “Tokenizing Intelligence on the World's IP Blockchain”.

Highlighted Timeframe

Time frame of this IP price analysis: 2/13/2025 - 2/27/2025 Data aggregators and sources used: https://coinmarketcap.com/currencies/story-protocol/, https://cryptorank.io/price/story-protocol, https://defillama.com/chain/story, https://defillama.com/chains

Since the aim of this qualitative report is to analyze the drivers of IP’s bullish price action that immediately followed the token launch, we will be focusing on the time between its launch day (2/13/2025) and its all time high (2/27/2025). Throughout this time, IP increased +282.23% from $1.8837 to $7.2 (sourced from https://coinmarketcap.com/currencies/story-protocol/). Below is a screenshot of the highlighted timeframe of IP price action on the 1D chart

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

Updated Master Repository Table with ZRO 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