Julian 🤹 @juliankoh Twitter profile

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Julian 🤹

@juliankoh

2 years

imagine passing on an investment because of some shitposting

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Julian 🤹

@juliankoh

5 years

This is “office hours” for a CS class at Cornell. Demand & supply of CS educators here totally out of wack. I assume many schools are facing the same problems with the sudden uptick of interest in the CS major.

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Julian 🤹

@juliankoh

4 years

JUST IN: majority of crypto startups unaffected by COVID-19 because they had 0 revenue to begin with.

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Julian 🤹

@juliankoh

4 years

Get @balajis on @joerogan

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Julian 🤹

@juliankoh

3 years

future of finance is $900 per transaction

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Julian 🤹

@juliankoh

3 years

transfer: $15 token swap: $180 more complicated contract call: $750 this is "crisis" levels IMO, and will seriously drive away users & developers, even if they have to build the app from scratch on another chain.

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Julian 🤹

@juliankoh

3 years

just like how Instagram fucked with people’s perception of what normal lives should look like / how beautiful you should be, CT has done the same for how much money you think you should be making

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Julian 🤹

@juliankoh

4 years

today is my last day @coinbase after ~1.5y! i'm doubling down on defi and will be doing something in the derivatives space its time to build 🚀

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Julian 🤹

@juliankoh

5 years

Life update: I’m taking time off from school to join @coinbase @CoinbaseCustody full-time as the first eng hire in Europe (London). Working with @LukeYoungblood @sammcingvale & others has been 💯 and this opportunity was a no-brainer. Super excited to start in a month 🚀

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Julian 🤹

@juliankoh

3 years

. @divdotvc has returned ~1.9M RBN to the DAO. The Divergence team is (physically) getting to the other wallets in the next few hours and will send the remaining RBN to the DAO, totaling 100% of the RBN farmed from the protocol.

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Julian 🤹

@juliankoh

4 years

a single developer can write a 200-line program and release it into the wild, where it runs on 1000s of machines distributed around the world these programs control billions of dollars today. their code + state is visible to anyone, and is infinitely remixable. convinced yet?

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Julian 🤹

@juliankoh

4 months

we will be unveiling our roadmap & vision @aevoxyz over the upcoming weeks the team has been grinding to make the platform ready to scale to the next 100x now we start playing on the aggressive in growth & expansion we're just getting started 🫡

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Julian 🤹

@juliankoh

5 years

Just published a blog post highlighting the 5 key differences between @polkadotnetwork & @cosmos , and the respective trade-offs of each approach. It is a long read, so here is the TLDR. 👇

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Julian 🤹

@juliankoh

3 months

aevo did $4m in fees last week dydx v4 did $1m in fees in the same time period $AEVO soon?

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Julian 🤹

@juliankoh

5 years

How do people do conferences non stop? 1 full day conference and I don’t want to see another human for a month

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Julian 🤹

@juliankoh

3 years

DeFiers: we prefer wealth NFTers: we prefer status

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Julian 🤹

@juliankoh

2 years

it’s Christmas szn 🎁🎀

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Julian 🤹

@juliankoh

3 years

brothers?

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Julian 🤹

@juliankoh

2 years

fyi this was a year ago when we were doing our seed for @ribbonfinance

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Julian 🤹

@juliankoh

3 years

being a founder means emotionally oscillating between euphoria and depression five times a day

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Julian 🤹

@juliankoh

3 years

super excited for @ribbonfinance covered calls on staked eth! will b very sweet yields 💉 will take much longer (or never) for deribit to support staked eth as collateral, we can build it in a few weeks defi > cefi

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Julian 🤹

@juliankoh

5 months

wow, @aevoxyz is making more revenue than what we were making at the peak of last bull market through @ribbonfinance 🤯

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Julian 🤹

@juliankoh

3 years

someone just aped 400 ETH (1.5m) into the vault pls dm me lol

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Julian 🤹

@juliankoh

4 years

FYI @MakerDAO will let you take a loan regardless of your race, gender, ethnicity, or if you are a cat on the internet. Long open access technology.

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Julian 🤹

@juliankoh

5 years

Joining @coinbase this summer as part of the @CoinbaseCustody team! I'll be working on adding more protocol-level capabilities like staking, voting, etc. Looking forward to meeting & catching up with people in SF next month 😀

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Julian 🤹

@juliankoh

3 years

ATH in @ribbonfinance TVL ~$140mm that is $140mm of real risk being sold every week, not just useless TVL by "single sided staking" programs ETH vaults and USDC vaults also at ath in their respective denominations, so its not just asset appreciation

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Julian 🤹

@juliankoh

3 years

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Julian 🤹

@juliankoh

4 years

Tons of people are capitulating and quitting the crypto industry. Literally no one is talking about this.

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Julian 🤹

@juliankoh

2 years

. @ribbonfinance had it's first >$1m revenue week this week

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Julian 🤹

@juliankoh

2 years

Any Solana devs looking for a new adventure? Very high ownership + visibility + compensation project, ~3 months long but can convert to full time after Must have experience shipping a project to mainnet on Solana Please DM me

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Julian 🤹

@juliankoh

2 years

VCs who passed on ribbon in the seed round now scrambling to invest in "ribbon on x" 🥱

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Julian 🤹

@juliankoh

4 months

wow @alt_layer trading at $3b fdv on @aevoxyz gg to all restakers / celestia stakers

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Julian 🤹

@juliankoh

5 months

2 more big announcements for @aevoxyz before the end of the year then 1 big one next year in jan 🫡

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Julian 🤹

@juliankoh

3 years

As a crypto builder, the goal isn't to beat your competitors but replace the financial system at large and take over the world Would like to apologize to @StakeDAOHQ for calling them fork/clone — they are competitors, and that's totally fine and respectable, should not discredit

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Julian 🤹

@juliankoh

3 years

Wrote a blog post to explain how to think about where yield comes from Thread 👇

Where does yield come from, anyway?

One of the dominant narratives in DeFi is that regular people will be compelled to move their fiat into DeFi because of high yields…

juliankoh.medium.com

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Julian 🤹

@juliankoh

4 years

I’m still mindblown by onchain governance. We are coordinating with other humans via a computer program that runs fairly on 1000s of machines, to vote on parameters of a specific sub-program on this world computer, using some scarce resource that is maintained by the machines.

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Julian 🤹

@juliankoh

2 years

soon™

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Julian 🤹

@juliankoh

3 years

All RBN farmed by @divdotvc will be returned to the DAO, and we will come back with a proposal to the DAO for how to appropriate the tokens in a few days. Divergence will be fully divested from @ribbonfinance in the next few hours. I think we can safely put the issue to rest.

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Julian 🤹

@juliankoh

4 years

Going to permanently stop using the word “stablecoin” and use “cryptodollar” instead.

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Julian 🤹

@juliankoh

3 years

Next steps for @ribbonfinance and @divdotvc

Ribbon & Divergence Ventures

Context

juliankoh.medium.com

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Julian 🤹

@juliankoh

4 months

The game has changed a lot in the last 2 years Builders who are still stuck in defi 1.0 mentality will get lapped by hyper aggressive attention-maxing teams

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Julian 🤹

@juliankoh

3 years

Oh I forgot to mention, @ribbonfinance hit $1b cumulative notional volume of options traded last Friday $1,073,347,025 to be exact 3 comma gang

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Julian 🤹

@juliankoh

3 years

fuck it, leaking

Julian 🤹

@juliankoh

3 years

Cool stuff dropping next week btw

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Julian 🤹

@juliankoh

3 years

finally broke 30m no yield farming btw :)

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Julian 🤹

@juliankoh

4 years

going on a date this weekend, can’t wait to tell her about how on-chain cash flows paved the way for a multi billion dollar decentralized financial system

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Julian 🤹

@juliankoh

2 years

love to see all time highs in EVERY @ribbonfinance vault ATH in: - eth (30k+) - usdc (99m+) - btc (850+) - avax (75k+)

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Julian 🤹

@juliankoh

3 years

We are planning v3 while you are planning to copy our v1

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Julian 🤹

@juliankoh

3 years

This week @ribbonfinance ’s 4 vaults earned $400k in yield, which is like $20m a year If crypto prices 2x and our TVL’s 2x (conservative estimate IMO), can easily get to $100m/year in “revenue”

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Julian 🤹

@juliankoh

3 years

> launches put selling vault > ETH collapses -40% the next week

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Julian 🤹

@juliankoh

3 years

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Julian 🤹

@juliankoh

4 months

Build Whatever

Aevo

@aevoxyz

4 months

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Julian 🤹

@juliankoh

4 months

last week @aevoxyz hit almost ~$500k in fees and 700m in volume! onto the next 10x 🫡

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Julian 🤹

@juliankoh

4 years

went on a date, didn’t even mention d*fi once

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Julian 🤹

@juliankoh

3 years

The different types of unicorns in DeFi: - solidity dev + mechanism design + finance skills 🧑‍💻💸 - designer + frontend dev + web3 🧑‍🎨🧑‍💻 - bizdev/strategy + dune wizard 📈💼 - designer + community manager + meme lord 🗣🐸

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Julian 🤹

@juliankoh

2 years

good project

Aevo (fka Ribbon Finance)

@ribbonfinance

2 years

Today, we are super excited to announce that @paradigm has led a strategic round into Ribbon. The Ribbon core team will be working closely with the folks at Paradigm to build the #1 structured products platform in crypto

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Julian 🤹

@juliankoh

3 years

IMO @SBF_Alameda is one of the most talented entrepreneurs in this space. we are extremely lucky that he is transparent with how he works & thinks, so we can see a glimpse into his 🧠

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Julian 🤹

@juliankoh

2 years

$250m TVL :)

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Julian 🤹

@juliankoh

3 years

why do ppl like cardano in 2021, pls explain

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Julian 🤹

@juliankoh

3 months

If you’re so mad at the stark airdrop you should put your money where your mouth is and short it on @aevoxyz still at $16.5bn fdv

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Julian 🤹

@juliankoh

2 years

💯🔺

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Julian 🤹

@juliankoh

2 years

"ribbon on solana" is ribbon

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Julian 🤹

@juliankoh

3 years

*WALMART TO ACCEPT $RBN AFTER IT BECOMES TRANSFERABLE

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Julian 🤹

@juliankoh

3 years

“what did you do before crypto?” nothing, i grew up on the mf blockchain

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Julian 🤹

@juliankoh

3 years

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Julian 🤹

@juliankoh

5 years

The equity investing in people (if it works!) would be quite interesting from an investor perspective. - funds specializing in finding underrated people - diversification via different job sectors - funds 'add value' by giving training, networking, etc. - equity vs bond struct

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Julian 🤹

@juliankoh

2 years

some alpha leak in the private ribbonati discord channel

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Julian 🤹

@juliankoh

3 years

gm everyone except the people who expect 10% APY for lending on stables to go on forever comp/aave lending rates for stables are now sub 4% *including* LM incentives Ribbon put-selling vault currently offering >10x the yield *without* LM, bc you are actually selling risk :)

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Julian 🤹

@juliankoh

3 years

another ATH this week in yield paid out to @ribbonfinance depositors - 67 ETH - 2.7 WBTC - 484k USDC Total: ~$900k next week we probably hit $1m/week, which is >$50mm run rate lfg

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Julian 🤹

@juliankoh

3 months

Best swag in the game from @DWFLabs

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Julian 🤹

@juliankoh

3 years

2 new vaults launching: - Up Only Bull Vault: perpetually sells OTM puts. For people who think asset will only go up - Taleb Vault: perpetually buys OTM puts. Loses money constantly in a bull market, but will payoff in a big drawdown Best part — vaults can trade with each other

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Julian 🤹

@juliankoh

3 years

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Julian 🤹

@juliankoh

2 years

@stablekwon @ThetaNuts we plan to bring @ribbonfinance to Luna too, but natively (not just the bridged assets)

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Julian 🤹

@juliankoh

3 years

Hey everyone, as you may have seen, one of our investors earned a lot of $RBN through farming our airdrop in May, and sold it for ETH today, for about ~$2mm

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Julian 🤹

@juliankoh

3 years

TIL @PieDAO_DeFi treasury is 3rd largest depositor in @ribbonfinance ETH covered call vault Strongly believe covered call products are a good fit for DAO Treasuries from a risk perspective (earn yield or sell some if underlying moons) and we will lean into this more very soon

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Julian 🤹

@juliankoh

3 years

We’re doing more revenue per week now than during our LM program :) ~$430k this week, ATH

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Julian 🤹

@juliankoh

5 years

I really hope twitter DOESNT ban this account. Each time Twitter makes a subjective censorship decision like this, the platform becomes scarier to use. I am disappointed that so many people want this to happen.

Dan Held (In Hong Kong)

@danheld

5 years

Hey @jack this account is impersonating Bitcoin with the intent to mislead and defraud investors. I believe this is likely a breach of Twitter ToS.

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Julian 🤹

@juliankoh

2 years

if you think structured products are inherently evil and people shouldn't be building them in defi maybe you should stay in tradfi

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Julian 🤹

@juliankoh

3 years

crypto populists vs crypto elites

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Julian 🤹

@juliankoh

2 years

*chef's kiss*

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Julian 🤹

@juliankoh

3 months

holy shit we just launched $STRK pre-launch on @aevoxyz and someone already bought at $2 which is $20bn fdv

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Julian 🤹

@juliankoh

3 years

So you’re saying @ribbonfinance is second highest 90d revenue growth after Axie, the biggest crypto growth story in months? Big if true.

deficorner

@deficorner

3 years

Top 4 Revenue growth (90d) data from @tokenterminal @AxieInfinity @ribbonfinance @QuickswapDEX @synthetix_io

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Julian 🤹

@juliankoh

2 years

what bear market? @ribbonfinance is at all time high in eth deposits.

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Julian 🤹

@juliankoh

3 years

underrated benefit of open sourcing code: you force yourself to write the code properly to avoid immense shame

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Julian 🤹

@juliankoh

2 years

just ran some numbers on @ribbonfinance volumes since launching in April... V1 notional volume: $2.5b V2 notional volume: $800m total: over 3 billion united states dollars (!!)

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Julian 🤹

@juliankoh

3 years

Open call to build a new frontend for @iearnfinance - we work together on mocks - throw up a gov proposal - payment of 10 YFI with 1 year vest - get together a few FE devs to implement - open source

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Julian 🤹

@juliankoh

7 months

Coming soon to your homescreen 🫡

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Julian 🤹

@juliankoh

4 years

why do hackathons produce 10x more innovation than regular workdays? is org structure & red tape really the problem?

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Julian 🤹

@juliankoh

2 years

My 2c about airdrop fairness: False positives are significantly better than false negatives defi is still used by humans at the end of the day, every human who incorrectly gets excluded is more damaging than a bot that gets the same as a human

Sisyphus

@0xSisyphus

2 years

@mewn21 it requires effort to screw up distribution this much

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Julian 🤹

@juliankoh

3 years

I like @RariCapital 's approach of how a yield aggregator could build on L2, despite the underlying pools being on L1. Pretty simple, but I think it could work reasonably well. 🧵👇

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Julian 🤹

@juliankoh

4 years

Some personal news... I just got promoted 🚀

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Julian 🤹

@juliankoh

3 years

Did you know that @ribbonfinance has done >$700m of cumulative notional trading volume since launching <4 months ago? On track to hit $1b by September :)

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Julian 🤹

@juliankoh

5 years

Overcollateralized loans are the "Hello World" of programmable money

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Julian 🤹

@juliankoh

3 months

last cycle, even the top defi projects had only ~20k users, most had <5k total users currently most top defi, gamefi, depin, socialfi projects have 100s of thousands to millions of users you can't just pander to crypto OGs and whales anymore to be successful

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Julian 🤹

@juliankoh

3 years

coming soon: automated put selling strategy on @ribbonfinance during normal times, you collect premiums 💸 when ETH crashes, you BTFD and stack ETH 💎 @ribbonfinance will automate whole strategy for you -- just deposit stables into our protocol. you in?

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Julian 🤹

@juliankoh

3 years

This is with zero token incentives too btw What do you think happens when we turn on LM and add more assets?

Julian 🤹

@juliankoh

3 years

ATH in @ribbonfinance TVL ~$140mm that is $140mm of real risk being sold every week, not just useless TVL by "single sided staking" programs ETH vaults and USDC vaults also at ath in their respective denominations, so its not just asset appreciation

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Julian 🤹

@juliankoh

2 years

3 week update on @ribbonfinance ribbon lend * >$40m+ in deposits * >$35m+ in loans originated * ~$100k average deposit * largest user has ~$4m on platform, <10% of total deposits Ribbon Lend will probably be bigger than Ribbon Vaults in a month..

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Julian 🤹

@juliankoh

3 years

I am super super excited for this, have been saying that covered calls are a great product for DAO treasuries who are comfortable with giving up potential upside for cash today today we officially announce it as a product line and will be working with DAOs to get it going

Aevo (fka Ribbon Finance)

@ribbonfinance

3 years

Today, we are super excited to announce Ribbon Treasury — a new product line that helps DAO treasuries generate yield on their native assets