Dominated by the validators
not a lot of money for many features
CTO leading the product (Aaron very smart)
SWOT analysis / user segments and value
4 main stakeholder groups: land owners, scientists, tech…
What role various capital and institutions play (demand / market side)
What knowledge / output / big questions in the mind?
Your perspective on the eco
- More clearly defined role of institutional funders (Sarah works on that) - how those become autonomous agents
- HSBC, pollination (is a big natural capital company funding carbon projects), asset managers and banks, guys like Microsoft (sust. finance – make regen a part of what they do, participate)
- VitaDAO, Molecule have Pfizer, need major player of each type
- Start seriously to consider participating in the protocol (immutable provenance data from our assets)
- How VCs can brings the folks in (regen has the small team, need a way to invite)
Key Strength
- Science is very good, Open Science
- Transparency
Key Weaknesses
- Engagement of the demand side
- Strong ecosystem builder from institutional / commodity sales (Sarah strong, but needs a team that hands to the Protocol)
- Weak value prop (compared to VitaDAO, Molecule) and brand for institutions
Opps
- AMC Frontier $1B carbon, lot’s of corps – those people should know what Regen is
- Microsoft bought $2.5M carbon credits – yearly budget, have $100M
- Liquidity
Threats
- Validators centralization / can be annoyed with the price
- CEX offering – might be not successful