[notes/klimadao.finance][m]: update klimadao info with drawing from last call plus some older stuff i added a few weeks ago.

assets/Pasted image 20220407210614.png

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+version https://git-lfs.github.com/spec/v1
+oid sha256:58a321d08943101e9ef78d7a45c9b95a2a126de24024da2a720dcea72dec773c
+size 48556

dao/klimadao.finance.md

@@ -20,15 +20,41 @@ Looks like the algo stable coin part isn't going so well. Similar to [[dao/olymp
 ![](../assets/klimadao-price-chart-20220123211825.png)
 
 
-# Summary
+# Analysis v2 - April 2022
+
+**UPDATE: 2022-05-06. Extensive conversation with KlimaDAO team yielded this summary**
+
+![klimadao-mechanics-and-logic-according-to-klimadao-2022-05-06.excalidraw](../excalidraw/klimadao-mechanics-and-logic-according-to-klimadao-2022-05-06.excalidraw.svg)
+
+Entire Deep Dive episode on KlimaDAO released: [collective-action-problems-and-climate-change](../notes/collective-action-problems-and-climate-change.md). Here's the drawing we did.
+
+
+![drawing-2022-04-07-20.37.42.excalidraw](../excalidraw/klima-dao-analysis-2022-04-07.excalidraw.svg)
+
+### More notes
+
+Understanding how it works ...
+
+https://docs.klimadao.finance/klima-dao-ecosystem
+
+* BCT = "Base Carbon Tonne"
+  > The BCT (Base Carbon Tonne) — KlimaDAO's reserve asset — is a carbon offset index token representing a basket of different tokenised carbon tonnes starting with `TCO2`. [https://docs.klimadao.finance/klima-dao-ecosystem]
+
+### What is the price of the BCT
+
+Since the BCT is what they hold in the treasury and provides the core "intrinsic value" it is important to understand what it's price is.
+
+* Klima DAO’s current capture cost is ~8 usd/tn (the price of BCT tokens) [https://hristovbz.medium.com/klima-dao-for-apes-degens-ogs-195af0b4cd0b - Nov 30 2021]
+* This seems low see e.g. this post from KlimaDAO itself https://klimadao.medium.com/carbon-markets-retail-offset-pricing-4eab0f6196c0 which includes this graphic
+  
+   ![](../assets/Pasted%20image%2020220407210614.png)
+
+# Analysis v1 (first pass Dec 2021)
+https://docs.klimadao.finance
 
 * It takes significant work to work how this actually works ... (is it like [[dao/diatom.fund]] which has a relatively clear diagram ...)
 * (I think) Klima tokens are minted when they buy carbon offsets and store them in the treasury
 
----
-
-# https://docs.klimadao.finance
-
 ## The Problem (with some very dubious analysis)
 
 > We generally consider that the market itself is rational, and assume that it values things in a perfect way. We ignore the paradoxes in front of us everyday. Water, a necessity for life is essentially free across (much of) the world; diamonds have no real utility for us, yet in the free market they are priced exorbitantly, excluding all but the world’s richest.
@@ -59,27 +85,6 @@ Any clearer?
 
 ## https://docs.klimadao.finance/klima-dao-ecosystem
 
-# Notes
-
-![drawing-2022-04-07-20.37.42.excalidraw](../excalidraw/klima-dao-analysis-2022-04-07.excalidraw.svg)
-
-Understanding how it works ...
-
-https://docs.klimadao.finance/klima-dao-ecosystem
-
-* BCT = "Base Carbon Tonne"
-  > The BCT (Base Carbon Tonne) — KlimaDAO's reserve asset — is a carbon offset index token representing a basket of different tokenised carbon tonnes starting with `TCO2`. [https://docs.klimadao.finance/klima-dao-ecosystem]
-
-### What is the price of the BCT
-
-Since the BCT is what they hold in the treasury and provides the core "intrinsic value" it is important to understand what it's price is.
-
-
-* Klima DAO’s current capture cost is ~8 usd/tn (the price of BCT tokens) [https://hristovbz.medium.com/klima-dao-for-apes-degens-ogs-195af0b4cd0b - Nov 30 2021]
-* This seems low see e.g. this post from KlimaDAO itself https://klimadao.medium.com/carbon-markets-retail-offset-pricing-4eab0f6196c0 which includes this graphic
-  
-   ![](../assets/Pasted%20image%2020220407210614.png)
-
 # Inbox
 
 * Dashboard for KlimaDAO https://dune.com/Cujowolf/Klima-DAO