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"fontFamily": 1, + "text": "Intermediaries needed to bring credits on-chain. (or oracles to give price)\n\nSo ... not really a trustless system in that regard.\n\nSo ... why use blockchain.", + "rawText": "", + "baseline": 118, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Intermediaries needed to bring credits on-chain. (or oracles to give price)\n\nSo ... not really a trustless system in that regard.\n\nSo ... why use blockchain." + }, + { + "type": "text", + "version": 152, + "versionNonce": 225674399, + "isDeleted": false, + "id": "xsFyxjsfYjCEwjHwjecKd", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -299.6977527348067, + "y": -810.9932487735006, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 735, + "height": 75, + "seed": 2016313960, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 20, + "fontFamily": 1, + "text": "Aside: you can tip with BTC on blockchain social network ... (and retire it)\n\nComplex to do in the \"old world\"", + "rawText": "", + "baseline": 68, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Aside: you can tip with BTC on blockchain social network ... (and retire it)\n\nComplex to do in the \"old world\"" + }, + { + "type": "text", + "version": 238, + "versionNonce": 1618646705, + "isDeleted": false, + "id": "7HttVYQdrwGhQoRQ5YK0y", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1333.1249541853695, + "y": -575.0536098396632, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 1178, + "height": 182, + "seed": 1237268504, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 36, + "fontFamily": 1, + "text": "Chance to disrupt to Carbon offset market ...\n\nAnd therefore to drive more demand for carbon and\nhence higher price for carbon offsets and more carbon offsetting ", + "rawText": "", + "baseline": 169, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Chance to disrupt to Carbon offset market ...\n\nAnd therefore to drive more demand for carbon and\nhence higher price for carbon offsets and more carbon offsetting " + }, + { + "type": "text", + "version": 350, + "versionNonce": 1731631249, + "isDeleted": false, + "id": "BK5xD5sQr7jmkuHJwW521", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1320.157448078816, + "y": -300.74335068354765, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 1218, + "height": 107, + "seed": 520222056, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 28, + "fontFamily": 1, + "text": "Question 2: is the ability to do what Klima is doing thanks to regulatory arbitrage? \ni.e. doing things more easily, quickly, cheaply than would be possible in traditional finance\n(because of regulation)?", + "rawText": "", + "baseline": 96, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Question 2: is the ability to do what Klima is doing thanks to regulatory arbitrage? \ni.e. doing things more easily, quickly, cheaply than would be possible in traditional finance\n(because of regulation)?" + }, + { + "type": "text", + "version": 622, + "versionNonce": 385168945, + "isDeleted": false, + "id": "BjADNidNK-sqJ41qHewuI", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1316.2590217621073, + "y": -145.64960589221698, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 911, + "height": 350, + "seed": 1112569112, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 20, + "fontFamily": 1, + "text": "At least 2 areas\n\n- \"investors\" in the Klima project\n- \"buyers\" of carbon offsets through Klima (Klima either as market maker or as ETF)\n\nBunch of regulations for offering of securities to investors ...\n\nBunch of regulations on market makers and ETF\n\nKlima team: we didn't need to comply with regulations in either of those areas.\n\nWhat about the people who bought Klima early at > $1k ...? Did they need to be protected.\n\nDYOR = do your own research is the general approach of the DeFi space.", + "rawText": "", + "baseline": 343, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "At least 2 areas\n\n- \"investors\" in the Klima project\n- \"buyers\" of carbon offsets through Klima (Klima either as market maker or as ETF)\n\nBunch of regulations for offering of securities to investors ...\n\nBunch of regulations on market makers and ETF\n\nKlima team: we didn't need to comply with regulations in either of those areas.\n\nWhat about the people who bought Klima early at > $1k ...? Did they need to be protected.\n\nDYOR = do your own research is the general approach of the DeFi space." + }, + { + "type": "image", + "version": 125, + "versionNonce": 1348354065, + "isDeleted": false, + "id": "fDuBbiATE1OQuHq8ETiZm", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1303.433591041303, + "y": 221.2321766948677, + "strokeColor": "transparent", + "backgroundColor": "#fa5252", + "width": 370.3570108011667, + "height": 239.70328754631072, + "seed": 552536168, + "groupIds": [], + "strokeSharpness": "round", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "status": "saved", + "fileId": "9ce08eb8acd42929f5a5445de9310f3b983006f4", + "scale": [ + 1, + 1 + ] + }, + { + "type": "text", + "version": 225, + "versionNonce": 213912209, + "isDeleted": false, + "id": "udjnL_sK6y6d3RuuY7oCO", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1328.087194034714, + "y": 502.6859504161408, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 827, + "height": 71, + "seed": 1873941016, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 28, + "fontFamily": 1, + "text": "Qu 3: is there a risk that tech/finance approach distracts\nfrom essential political action", + "rawText": "", + "baseline": 61, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Qu 3: is there a risk that tech/finance approach distracts\nfrom essential political action" + }, + { + "type": "text", + "version": 451, + "versionNonce": 778024575, + "isDeleted": false, + "id": "CCMKHp-p2GNrSRZUwR82S", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1329.3388297188335, + "y": 587.3830907999651, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 896, + "height": 225, + "seed": 700562280, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 20, + "fontFamily": 1, + "text": "Came to Klima from previous work doing stuff on climate.\n\nBut don't we ultimately need political action? And if so, doesn't these kind of\nfinancial engineering projects distract us from the political work to address\nclimate change.\n\nKlima: reject there is a substitution effect. Opposite, we are telling people about climate.\n\n", + "rawText": "", + "baseline": 218, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Came to Klima from previous work doing stuff on climate.\n\nBut don't we ultimately need political action? And if so, doesn't these kind of\nfinancial engineering projects distract us from the political work to address\nclimate change.\n\nKlima: reject there is a substitution effect. Opposite, we are telling people about climate.\n\n" + }, + { + "type": "text", + "version": 167, + "versionNonce": 1803706545, + "isDeleted": false, + "id": "inx-lxjSr8Px8I4KWJcFI", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1326.1688795497748, + "y": 825.7800030611075, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 886, + "height": 71, + "seed": 416812824, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 28, + "fontFamily": 1, + "text": "Qu 4: Is this a scalable way to lock-up carbon?\nIsn't this dependent on a capital raise in a speculative bubble?", + "rawText": "", + "baseline": 61, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Qu 4: Is this a scalable way to lock-up carbon?\nIsn't this dependent on a capital raise in a speculative bubble?" + }, + { + "type": "text", + "version": 495, + "versionNonce": 275073937, + "isDeleted": false, + "id": "x8E28brheowyu5ThcWeYV", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1329.0033397416469, + "y": 940.0733810477642, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 992, + "height": 125, + "seed": 197529192, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 20, + "fontFamily": 1, + "text": "Klima point to the amount of carbon captured. But that's just due to capital raise at the start.\n\nSimply buying carbon offsets and there is a limit to that (and nothing specific to DeFi.\nYou could raise $50m or $100m and buy carbon offsets but that doesn't solve the\ncollective action problem that is political.", + "rawText": "", + "baseline": 118, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Klima point to the amount of carbon captured. 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(futures contract). Problem is you just get delivery?\n - you can't select what you want (in terms of the offset project)\n - on-chain greater flexibility\n - can do GEO-like (redeem auto)\n - select_redemption", + "rawText": "", + "baseline": 114, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "* Lots of different types of offset types (but why is that a problem?)\n* CDL \"GEO\" ticker (futures contract). Problem is you just get delivery?\n - you can't select what you want (in terms of the offset project)\n - on-chain greater flexibility\n - can do GEO-like (redeem auto)\n - select_redemption" + }, + { + "type": "text", + "version": 134, + "versionNonce": 272277393, + "isDeleted": false, + "id": "QjKPJe8OOPzssWvsE-46-", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": 549.8840312973218, + "y": -1671.4151217314184, + "strokeColor": "#000000", + "backgroundColor": "transparent", + "width": 667, + "height": 36, + "seed": 1535321704, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 28, + "fontFamily": 1, + "text": "Why not do this the traditional way (off-chain)?", + "rawText": "", + "baseline": 25, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Why not do this the traditional way (off-chain)?" + }, + { + "type": "text", + "version": 168, + "versionNonce": 316904767, + "isDeleted": false, + "id": "sI4STI7OE5N9GI30n_aIe", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -204.57427197214065, + "y": -1671.2288856036193, + "strokeColor": "#000000", + "backgroundColor": "#fa5252", + "width": 520, + "height": 36, + "seed": 1853281304, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 28, + "fontFamily": 1, + "text": "Overview of the Blockchain Brokerage", + "rawText": "", + "baseline": 25, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Overview of the Blockchain Brokerage" + }, + { + "type": "text", + "version": 174, + "versionNonce": 1866059007, + "isDeleted": false, + "id": "bwDrmQLiJvYdRCikUhdLU", + "fillStyle": "hachure", + "strokeWidth": 1, + "strokeStyle": "solid", + "roughness": 1, + "opacity": 100, + "angle": 0, + "x": -1334.2080219081965, + "y": 1289.4151217314184, + "strokeColor": "#000000", + "backgroundColor": "transparent", + "width": 323, + "height": 125, + "seed": 2015500648, + "groupIds": [], + "strokeSharpness": "sharp", + "boundElements": [], + "updated": 1653061359832, + "link": null, + "fontSize": 20, + "fontFamily": 1, + "text": "Parking Lot\n\n* Protocol owned liquidity model\n* defending the peg\n* why not build this all off-chain", + "rawText": "", + "baseline": 118, + "textAlign": "left", + "verticalAlign": "top", + "containerId": null, + "originalText": "Parking Lot\n\n* Protocol owned liquidity model\n* defending the peg\n* why not build this all off-chain" + } + ], + "appState": { + "theme": "light", + "viewBackgroundColor": "#ffffff", + "currentItemStrokeColor": "#000000", + "currentItemBackgroundColor": "transparent", + "currentItemFillStyle": "hachure", + "currentItemStrokeWidth": 1, + "currentItemStrokeStyle": "solid", + "currentItemRoughness": 1, + "currentItemOpacity": 100, + "currentItemFontFamily": 1, + "currentItemFontSize": 20, + "currentItemTextAlign": "left", + "currentItemStrokeSharpness": "sharp", + "currentItemStartArrowhead": null, + "currentItemEndArrowhead": "arrow", + "currentItemLinearStrokeSharpness": "round", + "gridSize": null, + "colorPalette": {} + }, + "files": {} +} +``` +%% \ No newline at end of file diff --git a/excalidraw/klimadao-converstaion-2-2022-05-20.excalidraw.svg b/excalidraw/klimadao-converstaion-2-2022-05-20.excalidraw.svg new file mode 100644 index 0000000..4d211ea --- /dev/null +++ b/excalidraw/klimadao-converstaion-2-2022-05-20.excalidraw.svg @@ -0,0 +1,5 @@ + + + + + Notes1. Off-chain BCT is around $7 via a broker2. Our BCT is around $3 on-chain atm3. If that difference is due to brokerage fees => then we are dis-intermediating brokers wellStill complex to interact with our system (ie. with blockchain etc)Hope to have increased demand for on-chain systemCurrently about the demand-side i.e. making it easy to buy carbon offsetsFuture* increase accessibility of on-chain carbon* support more supply-side stuff e.g. crowd-fund projects via cryptoDemandSupplyOTCBrokerToucan?Klima?i.e. orgs and individualswanting to buy carbon offsetsi.e. people buildingoffset projectsMajor Claim 1Increasing demand for carbon-offsets (ultimately driving up the price)That isn't happening yet (?)Note: is Klima a carbon investoror a broker ...Aside: Carbon bridges spinning up other than Toucan.* C3 (started with one way bridge and could they launch a 2 way bridge)* FlowCarbonVC backed?Klima ...Question: this system depends on the trusted intermediary ...Intermediaries needed to bring credits on-chain. (or oracles to give price)So ... not really a trustless system in that regard.So ... why use blockchain.Aside: you can tip with BTC on blockchain social network ... (and retire it)Complex to do in the "old world"Chance to disrupt to Carbon offset market ...And therefore to drive more demand for carbon andhence higher price for carbon offsets and more carbon offsetting Question 2: is the ability to do what Klima is doing thanks to regulatory arbitrage? i.e. doing things more easily, quickly, cheaply than would be possible in traditional finance(because of regulation)?At least 2 areas- "investors" in the Klima project- "buyers" of carbon offsets through Klima (Klima either as market maker or as ETF)Bunch of regulations for offering of securities to investors ...Bunch of regulations on market makers and ETFKlima team: we didn't need to comply with regulations in either of those areas.What about the people who bought Klima early at > $1k ...? Did they need to be protected.DYOR = do your own research is the general approach of the DeFi space.Qu 3: is there a risk that tech/finance approach distractsfrom essential political actionCame to Klima from previous work doing stuff on climate.But don't we ultimately need political action? And if so, doesn't these kind offinancial engineering projects distract us from the political work to addressclimate change.Klima: reject there is a substitution effect. Opposite, we are telling people about climate.Qu 4: Is this a scalable way to lock-up carbon?Isn't this dependent on a capital raise in a speculative bubble?Klima point to the amount of carbon captured. But that's just due to capital raise at the start.Simply buying carbon offsets and there is a limit to that (and nothing specific to DeFi.You could raise $50m or $100m and buy carbon offsets but that doesn't solve thecollective action problem that is political.DemandSupplyOTCBrokeri.e. people buildingoffset projectsi.e. orgs and individualswanting to buy carbon offsetsExchangeDatabaseExchangeEvery big bank is trying to do this ...So why not do this off-chain??* Lots of different types of offset types (but why is that a problem?)* CDL "GEO" ticker (futures contract). Problem is you just get delivery? - you can't select what you want (in terms of the offset project) - on-chain greater flexibility - can do GEO-like (redeem auto) - select_redemptionWhy not do this the traditional way (off-chain)?Overview of the Blockchain BrokerageParking Lot* Protocol owned liquidity model* defending the peg* why not build this all off-chain \ No newline at end of file