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

Table of Updated EMV Repository including ZRO:

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

PART A QUALITATIVE REPORT: ZRO – Cross-chain Messaging with Aura

This qualitative report will analyze the post-launch bullish prolonged rally to all time high of ZRO – a cross-chain messaging protocol that has managed to produce tremendous relative success compared to its niche counterparts.

Highlighted Timeframe

Time frame of this ZRO price analysis: 6/20/2024 - 12/6/2024 Data aggregators and sources used: https://coinmarketcap.com/currencies/layerzero/, https://cryptorank.io/ico/layerzero#funding-rounds, https://defillama.com/protocol/layerzero?groupBy=cumulative, https://defillama.com/bridges

Since the aim of this qualitative report is to analyze the drivers of ZRO’s bullish price action that immediately followed the token launch, we will be focusing on the time between its launch day (6/20/2024) and its all time high (12/6/2024). Throughout this time, ZRO increased +120.48% from $3.432 to $7.567 (sourced from https://coinmarketcap.com/currencies/layerzero/). Below is a screenshot of the highlighted

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

Table of Updated EMV Repository including TIA:

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;

PART A QUALITATIVE REPORT: TIA – Modular Tech Airdrop Flywheel Euphoria

This qualitative report will analyze the post-launch bullish prolonged rally to all time high of TIA – a modular blockchain platform famous for its staking-for-future-airdrops incentive which worked, until it didn’t.

Highlighted Timeframe

Time frame of this TIA price analysis: 10/31/2023 - 2/10/2024 Data aggregators and sources used: https://coinmarketcap.com/currencies/celestia/, https://cryptorank.io/price/celestia, https://defillama.com/chain/osmosis, https://www.tradingview.com/x/7rQBIVWD/

Since the aim of this qualitative report is to analyze the drivers of TIA’s bullish price action that immediately followed the token launch, we will be focusing on the time between its launch day (10/31/2023) and its all time high (2/10/2024). Throughout this time, TIA increased +634.85% from $2.877 to $21.142 (sourced from https://coinmarketcap.com/currencies/celestia/). Below is a screenshot of the highlighted timeframe of TIA price action

|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| |------------|---------------|----------------------|--------------------|----------------------------|-------------

Full Updated Tag Schema including JTO 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 (Includes Two New Calibrated Tags along with all previously completed qualitative reports scored:

|Report Title|Winner/Loser |Primary Tags Used|SUPPLY_SCHEDULE_ Score|BACKER_SIGNAL_ Score|NARRATIVE_EXPECTATION_ Score |FUNDAMENTALS_PRICE_DECOUPLE_ Score|FIRST_MOVER_ADVANTAGE_ Score|PRODUCT_MARKET_FIT_ Score|Tag Definitions