not approved
C.S.E.R.DEFI
Current Project Status
Unfunded
Amount
Received
$0
Amount
Requested
$225,000
Percentage
Received
0.00%
Solution

Certification of Senior Education & Riskmanagement in DeFi-CSERDeFi. A global SRO (Self Regulatory Organization) formed for training & certifying Staff & Companies in a proactive & continuing process

Problem

How can all Blockchains minimize potential staff & bad players predatory practices against vulnerable Senior Citizens globally with resulting bad press and potential government regulation pressures?

Impact / Alignment
Feasibility
Auditability

Team

1 member

C.S.E.R.DEFI

Please describe your proposed solution.

CSERDeFi(CERTIFY) is a proposal is for Cardano Catalyst to initiate this SRO (Self Regulatory Organization) for the entire ecos of Defi and Cryptocurrency to protect Senior Citizens globally from predatory or dangerous actions.

The press will brush off the news when one or two of the current Two Billion Seniors loses their life savings due to a bad actor. It will not ignore it when it happens to thousands. The Defi world should not get a black eye in a sector where it can anticipate and avoid. The US Sec has special rules for Seniors. Let us not ignore that at a time when Regulatory Agencies are sharpening their knives over who will regulate.

Cardano should demonstrate its Principled behavior and lead the industry towards Self-Regulation of its treatment all “at risk” investors starting with the niche 2 billion Seniors whose population will double in the next ten years.

Our proposal will elevate Cardano as the founding member as we draw up the framework, education and self-certifying criteria. We will market this SRO to the industry with Direct Mail, Social Media and in person marketing at Conventions and Coferences. This marketing process will be to educate and onboard other Blockchains, DEXs, CEXs and employees to Cserdefi themselves in Senior Risk Management.

Please describe how your proposed solution will address the Challenge that you have submitted it in.

Cardano as the founding member of CSERDeFi will be elevated to the Primo principled Blockchain company. It and any other co- founding companies will receive a 20% lifetime discount on annual membership.

By reaching out to Algorand, Helium, Coinbase, Wingriders, Etherium, and other businesses in DeFi whether Layer 1, Layer 2, Web 3, a Dex or Cex we are reaching out to Colab and be inclusive of the entire industry.

C4S believes Cardano needs to be at the forefront of the massive Silver Tsunami that is headed for DeFi in the next ten years. This is one part of the strategy to aggressively onboard into the Catalyst ecos the brain currency and liquidity of this soon to be 4 billion niche market.

What are the main risks that could prevent you from delivering the project successfully and please explain how you will mitigate each risk?

Regulatory actions of the US government and other jurisdictions could hamper or bury the actions of a developing industry to form SROs.

The best mitigation is a united industry front and public sentiment. By forming CSERDEFI and other industry SROs the public will begin to understand the DEFi system is working as other financial industries have towards effective self regulatory actions.

Lack of Capital to achieve the goal is the biggest risk. To be effective globally, CSERDEFI will require buy in from many of the Industry giants and will require a large budget.

The marketing and face to face sales campaign is the prime mitigation factor. Without an effective campaign leading to onboarding new members and Co- Founders this initiative will not reach full effectiveness.

Regulators rejection of Intent. Without global regulators buying in to the SRO model for DEFi the initiative will not be effective.

The mitigation strategy is to have a united industry front for self-regulation. A strong financial figurehead will also help.

Please provide a detailed plan, including timeline and key milestones for delivering your proposal.

<u>Phase 1</u>

<u>Q3 & 4 , 2022</u>

  1. Development of a Code of Ethics. 4 persons 3 - 6 hour days
  2. Creation of agency Principles. 4 people -6 hour days.
  3. Design and drafting Minimum Standards. 4 people 2-6 hour days.
  4. Research on World Regulatory Bodies. 1 people 1-7 hour day.
  5. conceptualization & drafting of Self-Certification Course Outlines. 4 P / 5-6 hr days.

Hourly estimate $50 per hour except research at $35 per hour.

Estimate. $8,645

<u>Phase 2.</u>

<u>Q1 &2 , 2023</u>

  1. Marketing plan design. 4 Pep - 10-6 hr days
  2. Marketing Material design. 2 Pep - 7-7 hr days
  3. Membership structure & fees 4 pep -2-6 hr days
  4. Social Media acquisition. 1 Pep -1-7 hr day.
  5. Social Media design. 2 Pep -2-5 hr days.
  6. Website design and setup. Outsourced 2k spend
  7. Initial approach design to onboarding. 4 Pep 1-7 hr day
  8. Public Announcements via SM 1 Pep -1-5 hr day.

Hourly rate of $50 except artist at $70.

Estimate. $ 26,556

<u>Phase 3</u>

<u>Q2-4 2023/Q1-3 2024</u>

Direct Marketing

  1. Direct snail mail to 1,000 home offices. $15 ea X 1,000 = 15,000
  2. Trade Shows - Booth design & Acquistion. $12,000
  3. Attending 5 Major Trade Shows. 5@$25,00=$125,000

Breakdown of trade show expense:

5 people each - 3 hotel rooms 1 week @$1,200 = $3,600

Travel 5 people @$1,000 = $5,000

Booth shipping =$1,000

Give away Merch = $1,000

Show registration =$2,000

Food 1 week 5 people = $2,500

Local travel expense = $250

Compensation 5 pep 7. -8 hr days @$35 = $9,800

  1. Attending Conferences 3@$9,000 = $27,000
  2. Social Media tuning e.g.YouTube, Podcast, Twitter space 52 weeks-1 Pep 4 Hrs ea, $10,400

Estimate. $189,000

SUMMARY

P1 = $. 8,645

P2 =. $. 26,556

P3 =. $189,400

misc. $. 399

————————-

$225,000

Please provide a detailed budget breakdown.

The budget was provided along with plan in above step. A more detailed description is included here.

Compensation

Research $35/hour

Concept $50/hr

Artist. $70/hr

Show attendance. $35/ hr

talent Compensation

Phase 1 = $8,600

Phase 2= $26,556

Phase 3= $41,220

———————

$76,376

Material, Show Expense & Travel

Direct mailing = $15,000

Trade booth = $12,000

Trade Shows. = $109,878

Conference. = $ $11,385

————————

$148,263

misc. =. $. 361

===========

$225,000

Please provide details of the people who will work on the project.

The Project will be headed by Kevin who was a NYC broker dealing with Regulators and has an understanding of SROs and now is living in Florida, focused solely on Crypto and the Cardano Platform. He has become more involved since attending Consensus 2022 and meeting with Charles Hoskinson.

He will be assisted by the Cardano4Seniors team: father Tommy Frey former Risk Manager NYC, now retired farmer and Cardano community member including acting as a CA, PA, CT , Proposer, Voter and active in several groups including C4S, C4C, Catalyst, Swarm and others; Gustavo Oduber an Artist and Catalyst member, PA and NFT Guild; Tkolomi our primary researcher and a Catalyst member including a PA.

We recognize we will need to outsource several issues and either hire or expand our Colab with other community members to accomplish this important project.

If you are funded, will you return to Catalyst in a later round for further funding? Please explain why / why not.

We will approach for annual membership dues, discounted at 25%, though this may and should become an internal Foundation, IOG and Cardano expense.

Please describe what you will measure to track your project's progress, and how will you measure these?

Phase one and two will be measured and reported via an agile system. We will open and include a Miro Board and utilize Slack for our communications and weekly (updated Fridays) accomplishments.

Our measurements will align exactly with the steps laid out. Most work will be synchronized and measured as complete. The few pieces of research that can and will be done asynchronous will be reported via slack and Miro. All workflow and goal accomplishments will be open for public view.

Phase three will mostly entail the initial public outreach via mailings, social media, and direct contact at conferences and shows.

The measurements here will be 1. Initial contact., 2 sale made to Crypto platform., 3. Onboarding and dues paid by Crypto Platform., 4. Certification online course enrollment by individuals., 5 Measurements of a) onboards, b) dues, c) online course enrollment, d) course completions awarded, e) # of Blockchains enrolled.

What does success for this project look like?

  • Sucess is a healthy and safe Crypto for global Seniors.
  • Success is no scams involving Seniors
  • Success is having no direct central government over-site due to industry adoptions of SRO models
  • Success is Cardano as the industry leader in SRO and in Educating the 2 billion global Seniors.

Please provide information on whether this proposal is a continuation of a previously funded project in Catalyst or an entirely new one.

This is an entirety new Proposal, though it is part of the Community platform C4S is building within Cardano.

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