I'm a climate tech and crypto investor and #ReFi believer. #climate, #startups, #crypto, #ReFi, #VC, #Bitcoin, #longevity
#3 Evolving thesis for #Refi to fix carbon markets
Mixing a ginormous problem like climate change, unseen demand for offsets and theoretically uncapped supply with a revolutionary infrastructure technology and potentially drastic political tailwinds is a pretty bad recipe for making predictions. It results in a wide range of possible outcomes. When we usually predict what going to happen next we look at the present and try to extrapolate. In the past, technologies like the automobile, computer, the internet and renewables therefore were syste...
#3 Evolving thesis for #Refi to fix carbon markets
Mixing a ginormous problem like climate change, unseen demand for offsets and theoretically uncapped supply with a revolutionary infrastructure technology and potentially drastic political tailwinds is a pretty bad recipe for making predictions. It results in a wide range of possible outcomes. When we usually predict what going to happen next we look at the present and try to extrapolate. In the past, technologies like the automobile, computer, the internet and renewables therefore were syste...
#2 Complexity & inefficencies of carbon markets
tl;drThe current carbon markets are inefficient because of the complex nature of carbon creditsTo evaluate carbon credits or to build in the carbon market space several aspects have to be considered: additionality, permanence, risk of reversal, costs, scalability, immediacy and co-benefitsSolutions need to build the infrastructure for issuing and trading fungible carbon credits that allow for liquid, efficient, effective and transparent markets, to lower barriers for projects and to decentral...
#2 Complexity & inefficencies of carbon markets
tl;drThe current carbon markets are inefficient because of the complex nature of carbon creditsTo evaluate carbon credits or to build in the carbon market space several aspects have to be considered: additionality, permanence, risk of reversal, costs, scalability, immediacy and co-benefitsSolutions need to build the infrastructure for issuing and trading fungible carbon credits that allow for liquid, efficient, effective and transparent markets, to lower barriers for projects and to decentral...
#1 Why crypto can be foundational in solving climate change
tl;dr:Money was unconsciously designed to be exploitative and the current system fails to address the global problems we faceWeb3 can be the global foundational technology to solve global coordination problems like climate changeCurrent #Refi projects mostly miss the mark by being naive about the complexityFIAT money has deterministically evolved to support the extractive economy that destroys the basis of our existence. When agriculture started and the societal caloric surplus allowed for di...
#1 Why crypto can be foundational in solving climate change
tl;dr:Money was unconsciously designed to be exploitative and the current system fails to address the global problems we faceWeb3 can be the global foundational technology to solve global coordination problems like climate changeCurrent #Refi projects mostly miss the mark by being naive about the complexityFIAT money has deterministically evolved to support the extractive economy that destroys the basis of our existence. When agriculture started and the societal caloric surplus allowed for di...
