Jun.C

VC @ HB Ventures | 7+ yrs in VC | Ex-builder @ Metaverse, Immersive tech & AI startup.

[哈世链闻 @HashNewsHK]

Grayscale 把传统金融的估值模型套在 AAVE 上，给出 175 美元目标价。这不再是一份简单的研报，而是机构资金正在用旧世界的尺子丈量新世界的资产。

AAVE 能产生真实收入，协议年化收益数亿美元，这恰好是传统分析师最熟悉的现金流折现逻辑。Grayscale 和 CoinShares 同时开始这么做，说明 DeFi 正在被纳入机构的标准分析框架——不再是“赌场代币”，而是“生息资产”。

但硬币的另一面是：传统模型可能会低估 DeFi 的波动性和治理风险。AAVE 的收益高度依赖市场情绪和借贷需求，一旦链上流动性收缩，DCF 模型中的永续增长假设就会失效。

更值得警惕的是，这种估值方法本身也在改变市场行为。当机构用市盈率、自由现金流来定价 DeFi 协议，项目方可能会刻意优化短期财务数据来迎合评级，而非专注长期协议安全。

DeFi 的机构化正在加速，但路径依赖的风险同样真实。

$aave #dcf #defi #链上数据 #区块链

[Tokenized Capital Summit @TokenizedSummit]

We’re excited to welcome Jun C, Senior Investment Manager at HB Ventures, as a speaker at the Tokenized Capital Summit 2026 in Hong Kong 🇭🇰

Jun will share insights on investment strategy and how tokenization is creating new opportunities across the Web3 ecosystem.

[Jun.C @JunC_VC]

Roast season is on 🔥 Representing @hbventures_ tonight at Roast My Project.

Thanks @tbvxyz & @TobiasTBV for the invite!

https://t.co/mnq82lF1xU

[The Best Event @_thebestevent]

Things are about to get spicy. 🔥

@OnchainLabs_ & @stormrae_ai get grilled live on Roast My Project!

Featured panel:
@Victusglobal
@OmnipresentHQ
@hbventures_
@KTX_Official

Set your reminders now! https://t.co/l3xVkHojPM

[Accountable @AccountableData]

Today we’re announcing Accountable’s $7.5M fundraise led by @PanteraCapital with participation from @OKX_Ventures, @OnigiriVC, @kpk_io, @Auros_global and others who share our belief that finance should run on verifiable truth.

🧵

[Wojtek Pawlowski @WojtekP]

Today we’re proud to announce @AccountableData’s $7.5M fundraise, led by @PanteraCapital with @OKX_Ventures, @OnigiriVC, @kpk_io, and @Auros_global joining us.
A very short 🧵

[Accountable @AccountableData]

Vault transparency should be a DeFi right.

In our latest chat with @phtevenstrong, @wojtekp explains how Accountable lets capital allocators choose whichever vault setup they prefer, while relying on verification as the trust layer.

[Siwon Kim @ifyouc1]

the best part about @kbwofficial is turning “nice to e-meet you” to “finally good to see you IRL”

had the chance to do that today with @JunC_VC !

bullish on those who show up to support ✌️

higher together.

[BlockOffice | Backoffice for Startups @BlockOffice_]

Next stop: @token2049 Singapore! 🇸🇬

BlockCon 2025 by @BlockOffice_ returns, with more judges than before for curated pitches, insightful conversations, and game-changing networking. 🚀

Co-hosted with @okx, @base, @activ8lab and @web3dealflow this is where real conversations meet real outcomes.

📅 Oct 3, 2025
📍 Bay Space | Marina Bay Financial Centre, Tower 2, Level 8
⏰ 13:00 – 15:00

Secure your spot now ⬇️
🔗 https://t.co/kL0Mtft7U6

🚀 Private Pitch your projects to top VCs: https://t.co/1YR4J1GLPL

[BlockOffice | Backoffice for Startups @BlockOffice_]

Last Chance to submit your projects before our event at Korea

Co-hosted with @activ8lab and @okx, you don’t want to miss out this event during #KBW2025.

📅 Sept 25, 2025
📍 본지르르 신사, Seoul
⏰ 13:30 – 15:00

Secure your spot now ⬇️
🔗 https://t.co/j8A2cfe3JA

🚀 Pitch your projects to top VCs: https://t.co/1YR4J1GLPL

[TDeFi @TDe_Fi]

Meet the Judges of Demo Day – 5th Edition 2025 (Group 3)!

We’re excited to welcome Adaverse and @hbventures_ as they join us to evaluate and guide the next wave of innovators. ✨

🗓️ Date: Sept 11th, 2025
⏰ Time: 6:00 PM – 7:00 PM GST
📍 Venue: Zoom

📅 Stay tuned for more updates.
🔗 https://t.co/ItcdlFsBxB

#DemoDay #TDeFi #Investors #Startups

[Web3Labs.club🇭🇰🌍 @Web3LabsClub]

🎙 Web3Labs AMA 第四期:Web3遊戲不只 Play to Earn，而是Play to build

📅 時間：2025年5月15日 20:00 (UTC+8)
🏢 主辦：Web3Labs
📢 主辦方：@Web3LabsClub
🔗 預定收聽 AMA：https://t.co/FYF4u7chT3

👥 特邀嘉賓：
💼 Jun - HB 高级投资经理 @JunC_VC
🎮 kvc - Town Stroy 顧問 @cryptohaiyu

💡 本次 AMA 聚焦議題：
🎯 GameFi 項目如何打造健康的經濟模型
📈 投資機構如何看待 GameFi 賽道與創業者
💼 Web3 產業的就業與創業機會
🎮 無論你是 開發者、投資者、還是 玩家，都能在這場對談中找到靈感！

🎁 參與獎勳：
：參與本期AMA，即可抽取豐厚獎勳，只需按照以下步驟參與互動：
活動1️⃣追蹤
@Web3LabsClub
@JunC_VC
@cryptohaiyu
，標記兩位朋友並轉發本帖，即可參加抽獎，隨機抽出5位，各10個TSG代幣。
活動2️⃣
填寫https://t.co/9CGR3KemGP點擊連結提交本期AMA互動問題，即可參加抽獎，隨機抽出5位，各10個TSG代幣。

🎙 Web3Labs AMA Session #4:Web3 games are not just about Play to Earn, but about Play to Build.
📅 Date: May 15, 2025 20:00 (UTC+8)
🏢 Organizer: Web3Labs
📢 Hosted by: @Web3LabsClub
🔗 Listen to the AMA: https://t.co/FYF4u7chT3

👥 Special Guests:
💼 Jun – Senior Investment Manager at HB @JunC_VC
🎮 kvc – Advisor for Town Stroy @cryptohaiyu

💡 Discussion Topics:
🎯 How GameFi projects can build sustainable economic models
📈 How investment institutions view the GameFi sector and its entrepreneurs
💼 Employment and entrepreneurship opportunities in the Web3 industry
🎮 Whether you're a developer, investor, or gamer, this AMA will spark inspiration!

🎁 Participation Rewards:
Join this AMA and stand a chance to win exciting rewards by following these simple steps:
Activity 1️⃣ Follow:
@Web3LabsClub
@JunC_VC
@cryptohaiyu
Tag 2 friends and repost this post to enter the lucky draw. 5 winners will be randomly selected to receive 10 TSG tokens each.

Activity 2️⃣
Submit your question for the AMA via this form: https://t.co/9CGR3KemGP
Another 5 winners will be randomly selected to receive 10 TSG tokens each.

[Web3Labs.club🇭🇰🌍 @Web3LabsClub]

Web3Labs x 0G Labs Accelerator Program DEMODAY · Hong Kong

🏆Host: @Web3LabsClub ,@0g_labs
🏆Co-host: @zan_team ,@Azure ,@DogScan_xyz
🤝Partners: @MetaEraCN ,@Techub_News
🍻Sponsor: @BijiewangCrypto ,@imKeyOfficial ，@R25Official ,@aquarius

🤝We are pleased to join hands with 0G Labs and a number of ecological partners to select the final projects admitted to this global acceleration program in Causeway Bay, Hong Kong. Meanwhile, we also look forward to discussing the 0G ecosystem, AI and the future development of Web3 with industry partners on site.

✨Event Highlights
1️⃣Ecological technology sharing by the official 0G team
2️⃣QA session with first-tier VCs and project parties
3️⃣Comprehensive resource support provided by ecological partners

🔗Event Registration: https://t.co/0YcAqEa5iS

[Jun.C @JunC_VC]

@tbvxyz @CoinfestAsia Cant wait to hype up bali with my boiss @danielmongexyz @0xRyomenSukuna

[danielmongexyz @danielmongexyz]

Wait…Web3 payments are here to stay?

📍GM Vietnam

@tobi_k300 @JunC_VC

[Jun.C @JunC_VC]

@CafeGM_ #spacecoin

[Spacecoin™ 🛰️ @spacecoin]

🌍 The eagle has landed!

Spacecoin’s airdrop program is now LIVE!

Calling all Cadets: Connect your wallet today, complete the missions, and become the first holders of the Spacecoin token!

Today is your onboarding. Tomorrow is your training day. Stay sharp and be ready to take action!

[Mitoworld @Mitoworld_io]

A magical world of wonder awaits! New blueprint coming soon 🦋

Sign up your interest today: https://t.co/p8n6z7jHE2
#Web3 #Metaverse #3Dspace #NFTCommunity

[Jun.C @JunC_VC]

@0xDreamyLily @KaijuKingz @Mitoworld_io Kingz on top!!!

[Mitoworld @Mitoworld_io]

Decorating our first Christmas tree in Mitoworld🎄! Can't wait for everyone to join us for more festive seasons soon!

Join our Discord: https://t.co/mBnbWo3CUi
#Mitoworld #Christmas #3D #Metaverse #Web3Community

[ΛNGΞ 🤍 @0xDreamyLily]

Who wants join me to see the sunset in the isles of Azimuth?

There will be four seasons available for this metaverse blueprint in @Mitoworld_io very soon! So stay tuned! 🌸☀️🍁❄️ #openforcollab #metaverse