BI
比特币生态系统 Sector
Overall strength 1.2LiveBTC · ORDINALS
No sector overview available.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
54.02+7.10% (30D)
BTC change over the same period
+6.85% · Outperformed by 0.2pp
Loading...Leader analysis · Top 3 depth
Bitcoin
BTC · PoW · Sector share 100.0%
$64,206.90+0.17% · 24H
Market cap$1.29T
FDV$1.29T
Turnover1%
Sector share100.0%
Why it leads: BTC是比特币生态的价值锚与流动性核心，决定整个板块的风险偏好和资金定价。其高市值、强成交与PoW共识，使其在生态叙事中始终具备绝对龙头地位。
ORDI
ORDI · BRC-20 · MEME · Sector share 0.0%
$3.56-0.70% · 24H
Market cap$74.83M
FDV$74.83M
Turnover12%
Sector share0.0%
Why it leads: ORDI代表比特币原生资产发行与铭文叙事的核心标的，兼具BRC-20与Ordinals双重热度。高换手说明资金参与度强，常被视为生态扩散时的高弹性先锋。
Dog (Bitcoin)
DOG · Sector share 0.0%
$0.0006115+0.03% · 24H
Market cap$61.15M
FDV$61.15M
Turnover1%
Sector share0.0%
Why it leads: DOG是Runes与比特币链上meme情绪的重要代表，受益于生态内新资产标准带来的交易关注。虽然规模较小，但在情绪驱动阶段往往具备更强的弹性和话题性。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 8 |  NOOTNOOT (Ordinals) | $0.0001886 | +7.59% | 0.00% | $188.69K | $104.33 | C |
| 1 |  LOBOLOBO•THE•WOLF•PUP | $0.00004283 | +2.70% | 0.00% | $899.59K | $7.67K | C |
| 18 |  UNCOMMONGOODSUNCOMMON•GOODS | $0.01874 | +2.53% | 0.00% | $2.42M | $3.25K | C |
| 16 |  SATSSATS (Ordinals) | $0.0₈9402 | +1.76% | -0.39% | $19.75M | $1.45M | C |
| 14 |  SAVMSatoshiVM | $0.004003 | +0.36% | 0.00% | $29.44K | $17.87 | C |
| 7 |  DECDECENTRALIZED (Runes) | $0.00001027 | +0.31% | 0.00% | $215.75K | $52.40 | C |
| 20 | BTCBitcoin | $64,206.90 | +0.17% | -0.96% | $1.29T | $15.42B | B+ |
| 11 | DOGDog (Bitcoin) | $0.0006115 | +0.03% | +1.02% | $61.15M | $434.75K | C |
| 3 |  LIQLIQUIDIUM•TOKEN (Runes) | $0.008968 | -0.00% | 0.00% | $576.59K | $270.43 | C |
| 4 |  SATOSHISATOSHI•NAKAMOTO (Bitcoin) | $0.02059 | 0.00% | 0.00% | $432.58K | $3.50 | C |
| 5 |  TRACTRAC (Ordinals) | $0.01797 | 0.00% | 0.00% | $377.42K | $4.44 | C |
| 9 |  🦝TANUKI•WISDOM (Runes) | $0.000626 | 0.00% | 0.00% | $187.81K | $1.26 | C |
| 12 |  MINERuneMine | $0.0001139 | 0.00% | +7.33% | $56.98K | $1.69 | C |
| 15 |  AINNArtificial Neural Network (Ordinals) | $0.001398 | 0.00% | 0.00% | $29.36K | $32.12K | B |
| 13 |  USTBLUSTBL | $1.06 | -0.02% | 0.00% | $32.30M | $5.85K | C |
| 2 |  PEPEPEPE (Ordinals) | $0.01919 | -0.18% | 0.00% | $807.51K | $406.29 | C |
| 17 |  MIMMAGIC•INTERNET•MONEY (Bitcoin) | $0.0002025 | -0.18% | -6.93% | $4.25M | $533.56 | C |
| 10 | ORDIORDI | $3.56 | -0.70% | -0.20% | $74.83M | $8.94M | C |
| 19 |  PUPSPups (Bitcoin) | $0.001843 | -1.08% | -7.39% | $1.84M | $1.30K | C |
| 6 |  TRIOTrio (Ordinals) | $0.01258 | -1.99% | 0.00% | $264.24K | $107.77K | B |
Investment thesis · AI synthesis
Bull case · 4
比特币生态仍占据主导市值与市场关注，资金更容易先回流到BTC及其衍生叙事。
板块7日仍有净流入，说明中期资金并未完全撤离，结构性机会仍在。
ORDI等高换手标的显示链上资产发行与铭文主题仍有交易热度。
若BTC企稳，生态内高弹性资产通常会率先修复并放大反弹。
Bear case · 3
板块近7日表现偏弱，整体热度回落，短线追高容错率不高。
资金流估算偏弱，说明增量资金对生态扩散的支持仍不稳定。
ORDI和DOG波动大、回撤快，更依赖情绪而非基本面持续改善。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 48% · Neutral 20% · Bearish 32%
Bullish 48%Neutral 20%Bearish 32%
KO
KOL 1 · @KOL 1
@WOOFUN
This is the same bullshit that the globalists and RINOs pulled against my dad. Rinse and repeat. Didn't work then, won't work now. We all see the establishment op.
KO
KOL 2 · @KOL 2
@WOOFUN
@houmanasefi Read the history of IBM
KO
KOL 3 · @KOL 3
@WOOFUN
@callme_Peabody @Quantico_Vn When horse and buggies went away, and roads were just being built , no one expected a gas station on every corner
KO
KOL 4 · @KOL 4
@WOOFUN
the government of india does not like technologies like bitchat and wants it taken down https://t.co/gjzMg1NGCi
KO
KOL 5 · @KOL 5
@WOOFUN
"In recent days, Bitchat has seen a sharp rise in popularity in India. Market intelligence provider Sensor Tower shared data with TechCrunch that showed that India accounted for about 85% of the app’s global downloads between July 17 and July 23, compared with about 1% over the previous 30 days. Bitchat was downloaded more than 91,000 times in India over the past five days, after downloads jumped thirty-two-fold on July 19 from the previous day. The app’s daily active users in India also reached more than 330,000 on Thursday, the highest level recorded for the app in the country."
KO
KOL 6 · @KOL 6
@WOOFUN
Patrick Witt says the CLARITY Act is "not a giveaway" to the crypto industry, arguing the bill places new burdens and responsibilities on crypto companies rather than easing regulation. He adds opponents of the bill are effectively arguing to keep crypto markets less regulated. https://t.co/T8BZS3ZUDw
Key event timeline · From emergence to present
2023-01板块兴起
Ordinals点燃比特币生态叙事
Ordinals与铭文热潮带动比特币生态首次被广泛讨论，链上应用与新资产发行开始吸引注意。
2023-05生态扩张
BRC-20推动资产发行扩散
BRC-20等标准扩散，带动铭文、钱包、市场与基础设施快速补位，生态参与度明显提升。
2023-11协议发布
Runes预期升温，生态进入新阶段
Runes概念与减半叙事叠加，市场开始押注比特币原生资产与更高效的发行路径。
2024-04协议发布
减半后Runes上线引发新一轮热度
比特币减半后，Runes正式上线，带动链上铸造、交易与基础设施需求短期升温。
2024-05生态扩张
L2与侧链叙事扩展比特币应用边界
围绕比特币L2、侧链和数据可用性方案的讨论升温，生态从发行资产扩展到更广泛应用。
2024-07机构入场
ETF资金效应外溢至生态资产
现货ETF带来的比特币资金效应外溢，市场开始重新定价生态相关代币与基础设施标的。
2025-01估值修复
生态资产从题材炒作转向分化定价
随着热度回落，市场更关注真实用户、手续费贡献与开发进展，板块进入分化修复阶段。
2026-07风险点
资金净流出压制短线情绪
近期板块资金流出与回撤加大，短线情绪偏弱，但比特币生态主线仍保有长期叙事基础。
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