ReFi Podcast

Episode 11: Investing in ReFi with Kristin


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On episode 11 of ReFi Podcast we chat with Kristin McDonald, from Eniac Ventures. We touch on the dynamics of moving the carbon market on-chain, the emerging trends in that space, and we take a look beyond carbon, and the future of valuing, and tokenizing biodiversity..
Some of the topics we jump into:
00:00 Intro
02:35 "My original a-ha moment with crypto..."
04:40 Is Web2 following the trend of financialilzation of natural resources? Or just Web3?
06:00 Rewarding work in Web2 is really hard..
07:28 What was the focus on your studies on the path to where you are now?
08:49 "efficient capital allocation is a really , really powerful tool..How do we incentivize behavior that is beneficial for everyone?.."
12:14 What's the stumbling block for mass adoption of climate tech in Web3?
"Cultural clash..need to bridge communities of traditional climate space and Web3 space.."
17:00 Climate community response to all the recent new protocols and innovations?
19:00 "Cambrian explosion of new projects has validated opinion of this is a waste of energy..increased fragmentation.."
20:41 What do you see as the first leverage point for mass adoption?
"seeing traditional companies buying on-chain carbon.."
25:08 Thoughts on the emerging on-chain carbon market? 
30:57 You're understanding of science around net zero? 
"There's a difference between decabonizing and net zero.."
36:02 2030 2040 targets, how do they affect your work as a VC?
37:27 What's exciting you about deploying capital? 
39:27 Do you see the market pushing beyond carbon?
40:43 "Climate change is so urgent, we have this myopic focus on reducing emissions..simple narrative.." 
41:15 Cambrian explosion within ReFi movement 
44:20 "The level of collaboration within ReFi is just wild and unprecedented.." 
44:45 How do you approach valuing protocols, web3 ventures? 
47:07 factors for founders to consider when trying to raise a seed round of investment? 
49:26 Is venture capitalism becoming more collaborative outside of Web3? 
51:12 What do you see happening beyond carbon? 
54:09 "glimmers of hope of new innovation to tackle MRV problems..Drones..LIDAR.."  
56:50 Prioritizing/maximizing carbon pulldown or biodiversity
01:02:30 Any specific companies you've come across taking a look at the climate challenges? 
01:05:15 How can people connect with you? 
Follow Kristin and check out Eniac Ventures:
https://twitter.com/KristinEIise
https://twitter.com/eniacvc
--------------------------------------------
Join the conversation on Twitter, follow https://twitter.com/ReFiDAOist
https://twitter.com/climateXcrypto
https://twitter.com/johnx25bd
...more
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ReFi PodcastBy Tereza Bízková, Maya Z. Dentzel

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