Trinity Morphy

My friend (@alwynvanwyk) is researching capital allocation in Ethereum and seeks to understand how capital allocators make funding decisions & where friction shows up. If you’re an allocator (or know someone who is), please fill out the survey below to help @alwynvanwyk's research & share 🙏 Link to survey: github.com/alwynvanwyk/arq/b… Thank you.

A few weeks ago, @kentbabin and I took on the task to develop a funding readiness framework for ReFi projects. We believe this framework is essential because, as ReFi grant funding continues to shrink each season, the only hope for many promising projects lies in concentrated funding. Our goal is to create a tool that both projects and funders can use to assess whether a project is truly funding-ready. We define funding readiness as the stage at which a project is prepared to take the leap toward financial sustainability with the support of external capital. To explore this, we had to confront a core dilemma in ReFi: Impact vs. Profit. Can a ReFi project generate profit while creating impact? Absolutely. In my latest article for @CC_ReFi_News, I examine the foundational revenue models being used by ReFi projects that are creating lasting impact in their target areas. My hope is that this piece serves as both a guide and a playbook for ReFi teams working to strengthen their business models, with the highlighted projects serving as case studies for building web3 impact businesses. 👉 Foundational Revenue Models in ReFi: carboncopy.news/features/ref… That said, it’s important to recognise that simply having a business model does not automatically mean a project is funding ready. Over the coming weeks, we’ll be sharing empirical insights from our findings on what truly defines funding readiness for ReFi projects.

Early last month, @greenpilldevs published its Regenerative Stack series, exploring different ideas and models for funding regenerative coordination. One model that really stood out to me was squad staking, where a group of people (a squad) come together to collectively run an Ethereum validator. The existing approach focuses on technical participation: squad members purchase nodes, use DVTs like @Obol_Collective, and join @LidoFinance CSM to access the 32 ETH validator collateral after providing a bond between 1.8 to 2.5 ETH. In my latest article, I explore the separation of technical contribution and financial where members could choose to be technical participants that purchase nodes to run the squad validator or financial participants that provide the bond for activating validator capital from chosen staking protocols. I also outline practical allocation strategies for using this model to create a scalable and sustainable funding mechanism for regeneration. I would love to hear your thoughts on this approach. Link to article: carboncopy.news/features/opt…

Was playing around with @CeloPublicGoods prosperity pass and tried to do identity verification with @selfxyz. Despite claiming to support the Nigerian passport on their official documentation, @selfxyz doesn't support it. 🥲🥲 Sad stuff.

The @OctantApp Epoch 7 funding round was a huge one in the web3 climate space with 20 projects including @GainForestNow, @atlantis_p2p, @bloomnetwork1, @RifaiSicilia and others splitting over $500,000. After the round, I decided to conduct an exploratory analysis on the funding data available to answer questions like: - How well did projects with revenue-generating potential perform in the round? - Did local solutions get more funding than global solutions? - Which thematic focus got more funding from the octant community? - Did web3 nativeness guarantee more funding or less? - Was time to impact a major factor donors looked at before donating to a project in the round? This article revealed certain donor funding bias, communicating the sentiments of the general public on the state of web3 climate solutions. If you're building or planning to build a web3 climate solution, you should read this piece. Have a good read and I hope you learn something new. Link: carboncopy.news/features/oct…

LFG 🚀🚀

As a member of the @RegenCoordinate council, I’ve had the privilege of reviewing numerous regen collectives (read: @ReFiDAOist local nodes and @greenpillnet chapters). The impact these groups are creating on the ground is undeniable. But there’s a common challenge: financial sustainability. Many have experimented with long-term revenue pathways like regenerative agriculture and renewable energy. These are important efforts, but ones that typically take years to yield substantial returns. So, the question is: What business models can regen collectives adopt to generate meaningful revenue within a year while staying true to their mission of local impact? In my latest article, I explore one practical answer: Collaborative Finance (CoFi). CoFi is a community-powered approach to capital that unlocks near-term revenue and long-term economic resilience. It’s designed to scale the local economy by pooling capital and fueling the growth of SMEs while retaining wealth within communities. In this piece, I dive into: - Why Collaborative Finance is the most impact-aligned business model for regen collectives today - How CoFi ties into @MontyMerlin's Total Value Flowed (TVF) metric for local web3 networks - Proven CoFi systems and how they can be adapted for local income generation and capital retention - Real-world examples like @ReFiMedellin, already pioneering this model - A practical outlook for scaling CoFi across the regen movement If you care about regenerative impact and building sustainable business models for your community, this article is for you. Read here: carboncopy.news/features/col…

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