ReFi == planet friendly economic or scam?

sbagency
7 min readOct 7, 2022

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https://climate.nasa.gov/

The concept of “Regenerative Capitalism” was defined by the retired Managing Director for JP Morgan, John Fullerton [link]

For a regenerative economic model to work, we have to:
· determine the value of preservation/regeneration,
· package it into a tradable asset,
· create liquidity for that asset [link].

Is climate change a real problem or marketing? // both, many scam-projects are expected to use this movement, be aware, X2earn pyramids, etc.

140+ startups on the space

https://coincentral.com/regenerative-finance-101/

Today, we’re looking at something very much within reach — how crypto can incentivize the reduction of the global carbon footprint, and regenerate natural resources.

There are over 100 ReFi companies today, and the pace continues to grow. Many notable venture capital institutions such as a16z and USV are actively investing in the category; new funds like Allegory are focused exclusively on the intersection of crypto and climate.

For all the flack that crypto Degen culture gets, ReFi in contrast offers individuals an opportunity to align their interest in profit + purpose and become Regens — which has been a huge magnet for talent [link].

What’s the “Climate Justice”

Climate change is a an opportunity for speculation and political issues. Decentralized protocols can definitely help to make game rules transparent and trustless.

Every business and almost any activity can be viewed in terms of climate change.

Carbon credits markets

https://blog.toucan.earth/
https://www.regen.network/
https://www.klimadao.finance/

In the past, the market price of a good was determined by the socially necessary labour inputs required to create it. In recent times we have moved to a system where subjectivity and speculation are key driving forces behind prices [link].

Decentralized marketplaces/platforms of eco-credits on blockchain where buyers and seller can meet. In addition, proof of regeneration or similar mechanisms is required to prove that the whole concept works, trees are planted, natural resources are cleared/regenerated, etc.

https://blog.polygon.technology/transforming-carbon-markets-with-senken-on-polygon/
https://www.senken.io/

Carbon Credit Management
Buy and sell traceable carbon credits, keep track of your portfolio in one place.

Vast Selection
Choose from more than 100 carbon avoidance and removal projects.

Reduced Uncertainity
Easy market navigation thanks to ratings, full carbon transparency thanks to an open distributed ledger.

Auditable Impact
Smart contracts provide safe and credible transactions.

Magic happens — “Smart contracts provide safe and credible transactions.” Carbon credit rating agency.

https://www.refidao.com/

data economy = = economy of challenges

https://docs.regen.network/

Ecosystem Service Credits
Design and issue your own ecocredit. Agroforestry? Grasslands? Cover crops? You name it!

Ecological Data Claims
Digital signatures, timestamping, and data anchoring, all using CID standards.

A distributed ledger for ecological assets and data claims

https://twitter.com/CeloOrg/status/1580598058919657491

Through the Social Impact Collective, celoorg plans to onboard 100+ impact investors to web3 and make its first investment or provide liquidity, e.g. to impact lending protocols.

theGIIN estimates that 3k+ organizations currently manage $1.164T in impact AUM — 2% represents $20B. celoorg hopes to inspire industry-wide support to reach 100+ impact investors or $20B, whichever comes first.

https://www.cryptoaltruism.org/blog/infographic-defi-refi-desci

It’s a great challenge to use #defi, #refi, #desci, #deso, etc. for sustainable world building. A lot of scam and barriers around. But we should do this to fight the climate change and other challenges.

https://www.euronews.com/green/2021/08/05/bottled-water-is-3-500-times-worse-for-the-environment-than-tap-water-say-scientists

Tap water is thousands of times better for the environment than bottled water, according to scientists. In fact, it takes three times as much water to produce a plastic bottle as it can hold.

https://theconversation.com/to-address-climate-change-lifestyles-must-change-but-the-governments-reluctance-to-help-is-holding-us-back-190300

Low-carbon lifestyles

Evidence on lifestyle change comes from two key areas. Firstly, there are many studies of behaviours that damage people’s health, like eating an unhealthy diet, being physically inactive, and smoking — and many health-damaging behaviours are also damaging the environment and contributing to climate change1. In addition, there is now a growing body of research on how to effectively engage members of the public in low-carbon behaviours and lifestyles [link]

https://www.weforum.org/agenda/2022/10/climate-change-is-fuelling-the-global-hunger-crisis-innovation-could-be-the-answer/
https://venturebeat-com.cdn.ampproject.org/c/s/venturebeat.com/business/software-wont-solve-the-climate-crisis-deep-tech-investment-is-needed/amp/

The most exciting aspect of today’s deep tech climate innovations is that they are no longer science fiction or research experiments. Many of the most earth-changing climate solutions are close to commercialization. Here’s a look at how the deep tech ecosystem can rise to the occasion to solve our greatest collective challenge.

BlackRock CEO Larry Fink recently predicted that the next thousand start-up unicorns would be in climate technology. Cleantech is certainly back and well on the way to creating nearly $1 trillion in market value. I admit, though, to a deep foreboding when reading about this oncoming herd of climate unicorns.[link]

Carbon Capture and Storage is going to be a huge market

Why?

Simply because we emit too much and need to withdraw it

Its not a perfect solution, but its going to be massively important in the green transition

The total market value is expected to hit $10bn by 2026, more than double the $4bn value today

Currently, only about 35 million tonnes of carbon dioxide is captured a year, which only represented 0.1 to 0.2% of carbon dioxide released from industries and power plants across the globe

So lots and lots of room for new entrants

Not a bad place to start focusing your attention 🤔 [link]

https://medium.com/@sustaim/mandatory-vs-voluntary-carbon-markets-af46c3a5132d
https://www.return.green/

Climate impact for everyone:
Connect // climate profile
Deposit // genarate returns
Impact // direct yield → cimate projects

https://www.sciencedirect.com/science/article/pii/S2590332222003256
https://reneum.com/

Reneum issues tokens to renewable energy projects that represent their environmental benefit, as a form of green currency, which they can monetize for an additional revenue stream. This revenue makes projects more profitable which in turn sends a price signal to investors and incentivizes new project buildout. Buyers purchase the tokens for climate action, ESG commitments or government mandates and they receive a digital REC in the form of a collectible, verified green NFT, acting as a proof-of-commitment.

https://cointelegraph.com/news/filecoin-launches-web3-data-storage-solution-for-carbon-offsets

Carbon emissions and carbon credits have become a prominent topic, as traditional organizations and governing bodies are beginning to look to blockchain technology as a viable path to reducing carbon emissions.

We’re working to connect the whole network to renewable energy, allowing each individual Filecoin Storage Provider to publicly prove their source of electricity.

partnership, collaboration, engagement

>Corporate Carbon Offsets
Diverse selection of verified, high-quality carbon credits for corporate climate commitments.

>Personal Carbon Offsets
Carbon offsets for individuals to easily and confidently neutralize personal carbon footprints.

>Carbon Credit Trading
High liquidity trading of carbon credits with lightning quick trade execution.[link]

Will u lead or will u be led?

https://www.topl.co/how-it-works/how-it-works

The way people do business has been changing. Companies have been evolving to track shifting consumer priorities, digital advances, and local and global needs. ESG has risen. Supply chains have transformed. Finance has graduated from the paper bill and ledger. Increasingly, positive impact has become good business.

Further, the right blockchain can even revolutionize the business of impact.

https://medium.com/@PARTICULA.earth/tokenization-of-carbon-credits-a-six-part-series-on-the-different-options-for-transferring-cd9038677c3c
https://sifted.eu/articles/steve-wozniak-efforce-climate-startup
https://www.thallo.io/thallo-closes-2-5m-seed-round/

// in progress..

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sbagency
sbagency

Written by sbagency

Tech/biz consulting, analytics, research for founders, startups, corps and govs.

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