Weekly Reads
One read a week, in the format: one question, one number, one take. Economics, not technology.
- Read #1 · 31 Oct 2026planned
GS draft answers
The 8 real questions from the dMRV Requirements consultation, one line each, economics up top.
- Read #2 · 7 Nov 2026planned
The creditable data chain
What data counts in a dMRV solution, and what doesn't. The core mental model.
- Read #3 · 14 Nov 2026planned
DREAM deep-dive
The Digital Rice Emission Avoidance Methodology. Track 1 vs Track 2, the issuance cap, the Flowering Lock.
- Read #4 · 21 Nov 2026planned
Investability rubric + first teardown
The one-page scoring sheet for Offer 1, applied to a real dMRV project.
- Read #5 · 28 Nov 2026planned
Hedera #1: onchain registries
How onchain registries make dMRV investable. The TrustChain audit trail.
- Read #6 · 5 Dec 2026planned
Hedera #2: methodology digitalization
Encoding methodology rules as executable software. The $500K-$1M cost problem.
- Read #7 · 12 Dec 2026planned
Hedera #3: TrustChain
The verifiable audit trail linking every credit back to its origin.
- Read #8 · 19 Dec 2026planned
Varaha case study
India operator economics. Google's 100,000 tCO2e deal, 1M acres, in-house dMRV.
- Read #9 · 26 Dec 2026planned
Verra AERA pilot
The first completed dMRV pilot. High-frequency issuance, 80/20 mechanics.
- Read #10 · 2 Jan 2027planned
The 80/20 vs 90% comparison
Verra withholds 20% on high-frequency issuance; GS caps interim issuance at 90%. The cross-standard view.
- Read #11 · 9 Jan 2027planned
The geospatial verification layer
The Gati Shakti reference architecture. Small model + planning beats big model for affordable verification.
- Read #12 · 16 Jan 2027planned
DPI for agriculture: ONA and the verification layer
The Open Network for Agriculture (Google.org + IFC/World Bank). The DPI layer dMRV verification plugs into.
- Read #13 · 23 Jan 2027planned
Scored teardown #2
A second real dMRV project scored with the investability rubric.
- Read #14 · 30 Jan 2027planned
Scored teardown #3
A third real dMRV project scored with the investability rubric.
- Read #15 · 2 Feb 2027planned
Synthesis: the investability thesis
The 100-day synthesis. What makes a dMRV project in India investable.