Methodology v2.0 · August 2026

How We Measure

Everything is declared. Every threshold is explicit. The pipeline is replicable. If you run the same analysis and get different results — that's a contribution, not a problem.


01 · Core Framework

The Diffusion Lag

Zorthex measures one thing: how long a phenomenon exists before the public discovers it. This gap — between operational reality and public attention — is the diffusion lag (L), measured in months.

L = t_peak − t_start
t_start = first documented emergence (institutional, not conceptual) · t_peak = first month Google Trends ≥ 25/100

t_start — When It Began

The moment a phenomenon becomes operationally real — not when it was theorised, not when it was first mentioned, but when it became infrastructure that could be used. For stablecoins: October 2014 (Tether launched, not when the idea was proposed). For SMR: May 2005 (IAEA published the framework, not when nuclear energy started). Every t_start is documented with a primary source and a confidence level.

t_peak — When the Public Noticed

The first month Google Trends reaches ≥25/100 for the phenomenon's query, worldwide. This is not peak attention — it's the threshold where search interest becomes structurally measurable. t_peak is always after t_start. The gap between them is L.

Structural Threshold

12 consecutive months ≥ 25/100 on Google Trends = STRUCTURAL. The term has entered the public vocabulary. The threshold is conventional — like BBB in credit ratings or p<0.05 in statistics. It is not "correct." It is stable, declared, and replicable. Anyone can download the same CSV and verify.

Why 25? Google Trends normalises to 0–100 relative to the query's own peak. A score of 25 means the search volume is 25% of its all-time peak. Below 25, the signal is intermittent — monthly noise. Above 25 for 12 consecutive months, the signal is sustained. The choice is conventional. The threshold is declared so anyone can recalculate with a different value.

02 · Three-Source Verification

Three Clocks. Same Direction — or Not.

Every case is positioned using three independent attention signals. They measure different things at different levels of rigour. The strength is not that all three are quantitative — it's that they are independent.

Google Trends
Operational attention. Who searches to act. CSV locked, timestamped, archived. L is computed here. Primary metric — quantitative, reproducible.
Wikipedia
Informational attention. Who reads to understand. Wikimedia API, daily granularity. Independent corrective to Google Trends normalisation.
Reddit
Community attention. How it's discussed. Declared qualitative proxy (assente / nascente / matura). Not a metric — a directional signal.

Why Not Social Media?

Zorthex measures intentional attention — a person decides to search or read. Social media measures passive exposure — an algorithm decides what you see. The first is demand. The second is supply.

INTENTIONAL (ZORTHEX)
  • Reproducible. CSV locked, anyone can verify.
  • Resistant to manipulation. No paid promotion on GT.
  • Measures demand. What people want to know.
  • Open. Google Trends and Wikipedia are free, timestamped, archivable.
PASSIVE (NOT USED)
  • Non-reproducible. Feeds are personalised.
  • Manipulable. Bots, paid amplification, viral mechanics.
  • Measures supply. What algorithms show you.
  • Proprietary. API-gated, paywalled, retroactively changeable.

The difference is between a thermometer and a heater. Social media is a heater. Zorthex reads the thermometer.


03 · Classification System

What Happened — Permanent

Classification answers one question: did this phenomenon enter the public vocabulary? Once earned, permanent — like a credit rating at issuance. The data that produced the classification is locked and archived.

STRUCTURAL
12+ consecutive months ≥ 25/100

The term entered the public vocabulary. Permanent classification. The 12-month rule is the rule. No exceptions, no margin adjustment.

OBSERVATION
Above threshold, <12 months

The window is open. Consolidation not yet confirmed. May promote to STRUCTURAL or retreat to Spike & Retreat.

SPIKE & RETREAT
Reached threshold, did not sustain 12 months

Breakout occurred, consolidation did not. Attention rose above 25 but fell back before completing 12 consecutive months. The phenomenon was noticed but not absorbed. New category, August 2026 revision. 10 cases identified.

BUBBLE
Sharp spike, rapid collapse

Short, intense attention burst that collapsed. Never sustained. The term was noise, not signal. Examples: Metaverse (9 max), NFT (8 max), ICO Boom (3 max).

PRE / NON-STAT
Peak precedes data or confounded

The phenomenon's peak predates Google Trends data (pre-2004) or the attention signal is confounded by an external shock (e.g. COVID). Retained for completeness, excluded from L averaging.


04 · Operational Status — New, August 2026

What's Happening Now — Updated Every 90 Days

The same STRUCTURAL classification can mean very different things. Streaming (218 months above threshold) and SMR (12 months exact, then retreated) both carry STRUCTURAL. The classification is correct for both. The operational reality is different.

Operational status is the second axis — a weather reading on top of the climate classification. It is applied only to STRUCTURAL cases and updated at every 90-day revision. It does not modify the classification. It describes the current state of attention.

DOMINANT
Above threshold for 40+ consecutive months

Permanent vocabulary. Will not return below threshold. Examples: Streaming (218mo), iPhone (208mo), TikTok (78mo), ESG (69mo).

ACTIVE
Above threshold right now

Consolidated and alive. The term is current. Examples: Stablecoins (~31), RWA Tokenization (40), mRNA Cancer Vaccines (100).

RECEDING
STRUCTURAL but currently below threshold

The term consolidated once — attention is now fading. May return (cyclical) or continue declining (terminal). Examples: SMR (23, 12mo exact then retreated), Basel III (24, mature term in decline).

CYCLICAL
Above and below threshold in waves

Tied to market cycles or recurring events. Not a decline — a rhythm. Examples: Bitcoin (21, follows market cycles), Cryptocurrency (20).

DEAD
The term has been replaced or abandoned

Near-zero score, no prospect of return. The classification is permanent — the word is not. Example: Facebook (5, replaced by "Meta").

Example reading: "RWA Tokenization · STRUCTURAL · Active · 40/100" → the technology entered the vocabulary (STRUCTURAL), is still above threshold (Active), with current attention at 40. Contrast: "SMR · STRUCTURAL · Receding · 23/100" → same classification, different story. Both are correct. The operational status tells you which decline is a victory and which is a retreat.

05 · Dual-Velocity Pattern

When Specialists Know and the Public Doesn't

The three sources do not always agree. When they disagree, the disagreement is informative.

Dual-Velocity Static

Google Trends high, Wikipedia low, both stable. The phenomenon is operational but not informational — people search to act but don't study to understand. Typical of B2B phenomena: Endpoint Security, Open Banking. The specialist uses it; the public doesn't read about it.

Dual-Velocity Transizionale — New, August 2026

Wikipedia declining while Google Trends holds or rises. Discovered in 5 of 7 cases verified at three sources in the August 2026 revision:

Stablecoins: Wiki −46% YoY. Post-Quantum Cryptography: −12%. Zero Day: −42%. Endpoint Security: −35%. Open Banking: −34%.

The pattern means: the specialist audience is leaving Wikipedia because they already know the subject. The public is arriving on Google because they're discovering it. The informational layer contracts while the operational layer holds. This is the signature of a technology transitioning from specialist knowledge to public vocabulary — the exact moment the diffusion lag is closing.

For analysts: when you see Wiki↓ and GT↑ on a phenomenon in the dataset, you are looking at the moment specialists stop studying and the public starts searching. That transition — the change of ownership from sector to mainstream — is where investment decisions have the maximum informational advantage.

06 · Diffusion Regimes

How Attention Arrives

Not all breakouts are alike. The Zorthex dataset identifies four distinct mechanisms by which public attention reaches a phenomenon.

P-T
Policy-Trigger

Attention breaks out on a regulatory event. Slow multi-year ramp, then a single document or law triggers the breakout. Examples: Stablecoins (GENIUS Act), PQC (NIST publication), GDPR. Most common regime in the dataset.

M-N
Market-Narrative

Attention is driven by market activity, media coverage, or consumer adoption. No single trigger — a convergence of signals. Examples: Bitcoin, GLP-1/Ozempic, TikTok, Buy Now Pay Later.

I-M
Institutional Mass

Breakout driven by accumulated institutional weight — multiple large players entering simultaneously. No single regulatory event, no consumer wave — pure institutional momentum. Examples: RWA Tokenization (BlackRock + Franklin Templeton + Securitize), Cloud Computing.

S/S
Shock/Spoke

A single explosive event generates massive but unsustained attention. The spike is sharp, the collapse is rapid. Typical of bubbles and crises. Examples: Metaverse (Meta rebrand), NFT (Beeple sale), GDPR (implementation deadline).


07 · Source Documentation

Confidence Levels

Every t_start and every claim in a ZCR report is documented with a source and a confidence level. The levels are:

LevelDefinitionExample
AGovernment document, regulatory filing, peer-reviewed publication, international institutional publicationGENIUS Act (Congress.gov), IAEA TECDOC-1451, NRC Standard Design Approval
BCorporate announcement, verified industry report, major journalism (with byline)BlackRock BUIDL launch, Token Terminal market data, Securitize NYSE filing
CIndustry aggregation, secondary journalism, analyst estimate, community dataBank of America research note (via Motley Fool), Reddit community assessment
PrimaryData collected directly by ZorthexGoogle Trends CSV download, Wikipedia pageviews via Wikimedia API

08 · Revision Policy

90-Day Cycle

The dataset is revised every 90 days. Each revision may promote, reclassify, or add cases. Operational status is updated. CSV snapshots are locked and archived. Previous revisions are documented.

Current revision: August 2026 (v2.2 · 71 cases)
Previous revision: May 2026 (v2.0 · 70 cases)
Next revision: November 2026

Classifications are permanent — they are never downgraded. A STRUCTURAL case remains STRUCTURAL even if the current score drops to zero. The operational status captures what happens after classification. This mirrors credit ratings: the rating at issuance is a historical fact; the current outlook is a separate assessment.

Replication. All Google Trends CSVs and Wikipedia pageview datasets are archived at github.com/zorthex2026/zorthex-diffusion-lag. Anyone can download the same data and verify. If you get a different result, that is a contribution — contact zorthex.official@gmail.com.

09 · Declared Limitations

What This Framework Does Not Do

It does not predict. Zorthex measures when public attention arrives. It does not predict whether it will arrive, or what happens to the market after it does. The framework is a timing instrument, not a forecasting model.

The threshold is conventional. 25/100 is a choice, not a law. A phenomenon of extreme sectoral importance that never reaches 25 is real but invisible to this framework. The threshold measures public legibility, not relevance.

Google Trends normalisation changes. The same query downloaded at different times produces different absolute values (the peak is always normalised to 100 relative to the query window). This is why CSVs are locked and timestamped. Directional signals are stable; absolute values may differ across downloads.

Reddit is qualitative. Declared. The community signal is directional (assente / nascente / matura), not quantified. This is a design choice — see "Why Not Social Media" above.

Wikipedia has no single page for some phenomena. Topics fragmented across multiple pages (e.g. RWA Tokenization) produce qualitative rather than quantitative Wikipedia signals. Declared per case.

Retrospective, not real-time. STRUCTURAL classification requires 12 months of data — it is always at least 12 months behind the moment of breakout. The operational status (updated every 90 days) partially addresses this. The conditional monitoring framework in ZCR reports provides forward-looking trigger conditions.