Why Web 3 matters 🧵

A lovely Halcyon walk home with my wife today in Berlin.

Kudos to the Economist. Getting to Net Zero involves emissions cuts AND removing. ESG disclosure and investments should tie to science based measurements. We should know the #carbonyield on a green investment vehicle as easily as its financial return.

Nice summary article by Laura Katzman on th current Carbon Markets link.medium.com/fgNq8gGBYlb

The new year marks new opportunities and a new market. I just wrote about the coming pressures of carbon performance on investment valuations: Investors’ Last Chance to Avoid Carbon Discounts link.medium.com/2LuKqU4Uxmb

Wonder how carbon performance will affect asset valuations? I just published part 2 of my analysis on this topic with a simple framework -- 5-steps to Adjust Valuations based on Carbon Performance (Part 2) link.medium.com/vZm6ZPkMMmb

jesus i’ve never seen a climate graph like this one

Apparently the earth becoming unlivable is only good enough for page 3...

Love this! Great bringing back the 90s recycling PBS kids vibes.... bravo Ryan Morris

lol

Climate tech hot take: heat-pumps are a massive opportunity but will be dominated by the incumbents due to distribution. Honeywell, Carrier, etc… will win this market.

brandenburg gate, berlin right now quite a statement from the german government

📚 A Sustainability North Star? - Inspired by The Planetary Boundary Framework 🌏 The Planetary Boundary Framework is a “theory of relativity” for modern sustainability. Check the inaugural article of a new blog I'm starting called: The Rewire. the-rewire.com/blog/the-susta…

Yes the planet got destroyed. But for a beautiful moment in time we created a lot of value for shareholders.