SM
智能合约平台 Sector
Overall strength 2.1LiveL1 · INFRA
Smart contract platforms are usually blockchains that host smart contracts or decentralized applications. Users can interact with different smart contracts on these platforms to perform various actions such as lending and borrowing funds, staking their assets or minting NFTs. Smart contracts are programs that are stored on the blockchain and are automatically executed when certain conditions are met.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
54.94+8.77% (30D)
BTC change over the same period
+7.71% · Outperformed by 1.1pp
Loading...Leader analysis · Top 3 depth
Bitcoin
BTC · PoW · Sector share 69.9%
$64,758.40+0.72% · 24H
Market cap$1.30T
FDV$1.30T
Turnover1%
Sector share69.9%
Why it leads: BTC是智能合约平台资金配置的基准资产，市值与流动性最强，常在风险偏好回升时率先吸引增量资金，决定板块情绪锚点。
Ethereum
ETH · 基础设施 · Layer1 · Sector share 12.5%
$1,920.38+2.67% · 24H
Market cap$231.75B
FDV$231.75B
Turnover2%
Sector share12.5%
Why it leads: ETH是智能合约平台的核心龙头，承载最多应用与开发者生态，兼具基础设施属性和高流动性，板块景气度改善时最容易成为资金首选。
BNB
BNB · CeFi · CEX · Sector share 4.1%
$573.10+0.73% · 24H
Market cap$76.32B
FDV$76.32B
Turnover0%
Sector share4.1%
Why it leads: BNB依托交易所生态与链上应用双重驱动，兼具平台流量入口和手续费场景，资金轮动时弹性较强，常作为板块补涨与情绪放大器。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 2 |  SCPScPrime | $0.01725 | +8.56% | 0.00% | $977.64K | $3.87K | C |
| 10 |  KAIKardiaChain | $0.0001898 | +5.24% | 0.00% | $906.38K | $5.57K | C |
| 16 |  MANMatrix AI Network | $0.001705 | +4.97% | 0.00% | $817.39K | $29.38K | C |
| 17 |  KASKaspa | $0.02898 | +3.53% | +1.97% | $796.83M | $5.55M | B |
| 14 |  COLLATCollaterize | $0.0008555 | +2.11% | 0.00% | $855.45K | $106.98K | B |
| 6 |  FUSEFuse | $0.002999 | +1.32% | -1.44% | $946.54K | $248.84K | B+ |
| 1 |  3ULLPLAYA3ULL GAMES | $0.00006423 | +0.58% | -10.27% | $999.97K | $38.64K | C |
| 15 |  POLPOL (ex-MATIC) | $0.07692 | +0.51% | -5.51% | $821.95M | $20.31M | B |
| 8 |  OGPUOPEN GPU | $0.0468 | +0.49% | -29.35% | $922.03K | $7.76K | C |
| 12 |  LITKEYLit Protocol | $0.003944 | +0.13% | 0.00% | $867.70K | $3.05K | C |
| 20 |  PEPUPepe Unchained | $0.00006783 | +0.05% | -5.02% | $768.26K | $191.88K | B+ |
| 9 |  NRGEnergi | $0.008838 | +0.04% | -1.33% | $920.12K | $91.21K | B |
| 11 |  KMDKomodo | $0.006431 | -0.02% | 0.00% | $904.66K | $0.02 | C |
| 7 |  VSYSV.SYSTEMS | $0.0002466 | -0.08% | -0.76% | $923.42K | $571.56K | B |
| 4 |  GRAVGraviton | $0.0007338 | -0.34% | 0.00% | $953.74K | $0.86 | C |
| 13 |  TEATea Protocol | $0.0000432 | -1.43% | 0.00% | $864.96K | $3.30M | B |
| 3 |  TDCTidecoin | $0.05144 | -1.58% | 0.00% | $972.62K | $99.98 | C |
| 19 |  HYDRAHydra | $0.02617 | -2.24% | 0.00% | $786.43K | $720.41 | C |
| 5 |  STABLEStable | $0.03829 | -3.66% | +7.10% | $951.41M | $10.26M | C |
| 18 |  NIBINibiru | $0.0007633 | -6.85% | 0.00% | $786.63K | $153.71K | C |
Investment thesis · AI synthesis
Bull case · 4
板块市占率高，说明智能合约平台仍是加密资产中最核心的主线之一。
近7日仍有正向净流入，显示资金并未完全撤离，底部承接尚可。
ETH与BNB具备明确生态和流量优势，容易在风险偏好回升时带动板块反弹。
当前热度中性偏上，若大盘企稳，平台币与基础设施币更容易获得轮动资金。
Bear case · 3
7日估算资金流为负，说明短线资金面仍偏谨慎。
板块近7日表现回落，反映市场对智能合约平台的追价意愿不足。
BTC权重过高会压制其他平台币的相对弹性，板块内部容易分化。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 55% · Neutral 22% · Bearish 23%
Bullish 55%Neutral 22%Bearish 23%
KO
KOL 1 · @KOL 1
@WOOFUN
i'm in
KO
KOL 2 · @KOL 2
@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
KO
KOL 3 · @KOL 3
@WOOFUN
White House crypto policy adviser Patrick Witt says President Trump has agreed to "historic" ethics restrictions in the CLARITY Act negotiations, while Senate Dems are asking for state attorney general enforcement. "You don't get to hit two home runs with one swing of the bat."
KO
KOL 4 · @KOL 4
@WOOFUN
.@IOHK_Charles argues Cardano has led on technology for years, saying Ethereum is now exploring similar ideas while overlooking Cardano's contributions. https://t.co/xfRqsGYjlU
KO
KOL 5 · @KOL 5
@WOOFUN
"They're going to be perpetually living by charity." @IOHK_Charles says Ethereum's lack of an on-chain treasury leaves its long-term development model structurally weak, contrasting it with Cardano's treasury, which peaked at $4.5 billion. https://t.co/inWcP0zXLC
KO
KOL 6 · @KOL 6
@WOOFUN
WATCH: @IOHK_Charles says nearly 10% of the U.S. economy is now tied to AI. If that bubble bursts, "there's no path for crypto to stay stable." He argues the strongest AI moats belong to Apple, Microsoft and Google because they already own the user relationships. https://t.co/GCruQEwTSg
Key event timeline · From emergence to present
2020-06生态扩张
DeFi夏季点燃链上需求
DeFi扩张显著提升链上交易和Gas需求，智能合约平台的生态活跃度快速上升。
2021-05估值修复
多链竞争与L1轮动升温
高费用环境催化资金轮动到替代L1，智能合约平台迎来估值重估与新一轮关注。
2022-09协议发布
以太坊完成合并升级
以太坊转向权益证明，行业对安全性、能耗和长期路线的讨论显著升温。
2023-06机构入场
机构开始重视质押与基础设施
随着质押、托管和基础设施逐步成熟，机构对智能合约平台的配置意愿有所提升。
2024-01生态扩张
L2与模块化叙事分流流动性
扩容网络和模块化架构持续分流流动性，市场更关注可扩展性、费用和开发者留存。
2025-12风险点
板块高占比下波动加剧
在板块占比仍高的背景下，资金流转更快，短期情绪与监管预期变化更容易放大波动。
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