RT @thomas_fahrer: Being a long-term #Bitcoin hodler takes iron will. You need to trust your judgement when everybody else has doubts. Her…

RT @thomas_fahrer: Being a long-term #Bitcoin hodler takes iron will. You need to trust your judgement when everybody else has doubts. Her…

It is actually NOT difficult to separate #truth x #lie, #facts x #fantasy: you just let it play out! One will BUILD things, the other will do NOTHING (it may do harm, but truth can harm as well). It may take a long time and #independent #replication, though. #science #knowledge

It is actually NOT difficult to separate #truth x #lie, #facts x #fantasy: you just let it play out! One will BUILD things, the other will do NOTHING (it may do harm, but truth can harm as well). It may take a long time and #independent #replication, though. #science #knowledge

#Biodiversity is the most ASYMMETRIC investment opportunity (highest upside) in #Brazil. Seizing it depends on ↗️ risk tolerance and ↘️ time preference. | The Business Opportunities for #Brazilian #Biodiversity. https://t.co/Sil7DHd3PJ New #tagomago blog post #innovation #bitcoin

#Biodiversity is the most ASYMMETRIC investment opportunity (highest upside) in #Brazil. Seizing it depends on ↗️ risk tolerance and ↘️ time preference. | The Business Opportunities for #Brazilian #Biodiversity. https://t.co/Sil7DHd3PJ New #tagomago blog post #innovation #bitcoin

"The #forest is worth more standing than fallen". This over repeated phrase needs to be treated as a HYPOTHESIS to be validated. The current EVIDENCES point to a potential but immature MARKET. The VALUE of the forest is evident, the challenge is to effectively CAPTURE it. 1⃣5⃣

The BRAND #Amazon! Everyone recognizes and associates it with #Brazil (not Peru or Colombia). We need to nurture (not burn or cut down) this brand and create others for the #AtlanticForest, the #Cerrado, the #Caatinga and thus INCREASE our #business opportunities. 1⃣2⃣

Our INNOVATION ECOSYSTEM. We are better positioned than the other megadiverse countries to identify, develop, produce and commercialize high-tech #BDVD products. We have legal frameworks, scientists and produce 10% of the world's #biodiversity knowledge. We need to EXECUTE! 1⃣3⃣

"INVESTING in #biodiversity is buying low to sell high" Francine Leal. It is the #business opportunity with the highest multiple percentage for #Brazil in the 21st century. Its capture depends on a GREATER tolerance to risk and a LOWER time ⌛️preference. 1⃣4⃣

Brazilian #biodiversity is NOT necessarily SPECIAL because the operating system of #life is the same for ALL life and redundancy is high. More #BDVD can be more noise than signal. And a higher cost, not lower, to find the #NeedleInAHaystack. Our competitive advantages are... 1⃣1⃣

3) #KNOWLEDGE: Prospecting #biodiversity has always been like looking for a needle 🪡in a haystack. But today, #biotechnology allows us to DIGITIZE, automate and SCALE the production of INFORMATION eg #DNAseq and its conversion into PRODUCTS. DNA marketplaces will flourish. 🔟

There are 3 international #BUSINESS opportunities from #BIODIVERSITY for Brazil that deviate somewhat from the traditional view. They are BIG, #digital, with LOW TECHNICAL RISK and reduced #Time2Market: 7⃣

1) #BusinessModels: Even with the #BiodiversityLaw the IMBALANCE between the actors in the value creation chain (entrepreneurs, communities, academia, consumers) BLOCKS #innovation. #Blockchain allows for new governance models and incentives in these complex scenarios. 8⃣

2) #DERIVATIVES backed by #Biodiversity: CO2 offsets r paving the way. For #Forest property (not rural) to be next, we need to integrate NFT with off-chain land titles. Then all kinds ETFs, tangible and/or intangible, will EMERGE. The tech to do it exists TODAY!9⃣

The GREAT opportunity in the #longevity market is in #RegenerativeCosmetics because the pharma regulations are not ready for drugs to PREVENT diseases. When the sector realizes this, INVESTMENT will be ACCELERATED because the INCENTIVES are enormous. 6⃣

#COSMETICS does not have a defined #businessmodel for #DISCOVERY. It uses small quantities in many products. Evaluates based on the volume supplied and not sold. It invests little and less in #bioprospecting which is not systematic. But… 5⃣

#AGRO #FASHION #COSMETICS and #PHARMA are MARKETS. The latter two have similar demands: PERFORMANCE, performance and performance! Safety, stories, novelty, exclusivity, productivity, access and volume. Being #Brazilian is NOT a requirement. The COMPETITION is global! 3⃣

PHARMA has a +defined/validated/fair #businessmodel. Sub-licensing assesses opportunity by peak sales of the drug and anticipates revenue + royalties for #bioprospecting. Future contracts finance development. The risk of each stages is mapped. It can be improved, but it's good.4⃣

What are NOT, now or still, #BUSINESS opportunities from #BIODIVERSITY? 1)#CONSERVATION of land (will this change with the new CNAE?) 2) #EXTRACTION of species (low added value and entry barrier) 3)#EXTRACTS, tinctures and resins (low technology, added value, and entry barrier)2⃣