ST
稳定币 Sector
Overall strength 1.1LiveSTABLE · USD
A stablecoin is a type of cryptocurrency that is designed to maintain a stable value by being pegged to an external reference, such as a fiat currency.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
118.88-1.58% (30D)
BTC change over the same period
+7.86% · Outperformed by -9.4pp
Loading...Leader analysis · Top 3 depth
Tether
USDT · CeFi · 稳定币发行商 · Sector share 61.0%
$0.9991-0.02% · 24H
Market cap$183.99B
FDV$183.99B
Turnover23%
Sector share61.0%
Why it leads: USDT是稳定币赛道的绝对流动性核心，覆盖交易、结算与跨平台转移，市值和成交额都远超同类，具备最强网络效应与市场定价权。
USDC
USDC · 上市公司 · CeFi · Sector share 24.2%
$0.9999+0.01% · 24H
Market cap$72.96B
FDV$72.96B
Turnover16%
Sector share24.2%
Why it leads: USDC依托合规与机构属性，在交易所、支付和链上金融中渗透深，且背靠上市公司体系，适合承接更偏监管友好的稳定币需求。
USDS
USDS · Sector share 3.3%
$0.9998+0.00% · 24H
Market cap$9.86B
FDV$9.86B
Turnover1%
Sector share3.3%
Why it leads: USDS代表去中心化与超额抵押路线的稳定币供给，虽规模较小，但在DeFi原生场景中更具叙事弹性，是细分赛道的重要补充。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 16 |  FXDFathom Dollar | $0.8682 | +7.09% | 0.00% | $686.17K | $28.12K | C |
| 14 |  SRUSDReservoir srUSD | $1.15 | +0.33% | 0.00% | $727.28K | $4.50 | C |
| 1 |  CADCCAD Coin | $0.7126 | +0.32% | 0.00% | $983.44K | $43.12K | C |
| 17 |  USDNSMARDEX USDN | $1.00 | +0.07% | 0.00% | $666.21K | $1.93K | C |
| 19 |  USDTOsmosis allUSDT | $0.9987 | +0.03% | 0.00% | $641.54K | $4.69K | C |
| 2 |  USDMMountain Protocol USD | $0.9938 | 0.00% | 0.00% | $957.32K | $1.21 | C |
| 4 |  USDUUncap USD | $1.00 | 0.00% | 0.00% | $916.26 | $1.31 | C |
| 5 |  DUSDAlto DUSD | $1.00 | 0.00% | 0.00% | $911.98K | $16.09K | C |
| 6 |  YUYala Stablecoin | $0.03951 | 0.00% | 0.00% | $886.52K | $14.84 | C |
| 8 |  SILKSilk | $1.24 | 0.00% | 0.00% | $841.51K | $86.42K | C |
| 10 |  VEURVNX EURO | $0.2999 | 0.00% | 0.00% | $829.05K | $0.09 | C |
| 12 |  USPPareto USP | $1.00 | 0.00% | 0.00% | $757.46K | $45.04 | C |
| 18 |  GHOGHO | $0.9991 | +0.00% | +0.10% | $648.40M | $5.18M | B |
| 20 |  BFUSDBitFi USD | $0.9799 | 0.00% | 0.00% | $611.47K | $19.99 | C |
| 7 |  CKUSDTChain-key USDT | $0.9990 | -0.02% | +0.01% | $867.69K | $57.13K | C |
| 11 |  JEURJarvis Synthetic Euro | $0.9475 | -0.17% | 0.00% | $780.13K | $280.80 | C |
| 13 |  KDAIKlaytn Dai | $0.09267 | -0.23% | 0.00% | $742.55K | $1.59K | C |
| 9 |  XMDMetal Dollar | $0.9942 | -0.32% | 0.00% | $831.82K | $1.71M | B |
| 3 |  CJPYConvertible JPY Token | $0.004499 | -2.04% | 0.00% | $956.16K | $2.68K | C |
| 15 |  MIMMagic Internet Money (Avalanche) | $0.1127 | -2.87% | 0.00% | $695.68K | $732.22 | C |
Investment thesis · AI synthesis
Bull case · 4
稳定币总市值仍高，说明资金停泊与链上结算需求长期存在。
USDT与USDC双寡头格局稳固，龙头具备最强流动性和渠道优势。
监管趋严反而利好合规型稳定币，机构资金更偏向可审计、可追踪资产。
若市场波动加大，稳定币作为避险与再配置工具的需求通常会上升。
Bear case · 3
近7日整体净流出明显，板块短线情绪偏弱。
稳定币本身收益属性有限，资金更容易在风险偏好回升时外流。
头部格局高度集中，新项目突围难度大，增量叙事有限。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 58% · Neutral 31% · Bearish 11%
Bullish 58%Neutral 31%Bearish 11%
KO
KOL 1 · @KOL 1
@WOOFUN
USDD is on fire
KO
KOL 2 · @KOL 2
@WOOFUN
. @usddio Season 7 is loading…
KO
KOL 3 · @KOL 3
@WOOFUN
来试试USDD
KO
KOL 4 · @KOL 4
@WOOFUN
JUST IN: The Bank for International Settlements warns dollar-backed stablecoins can bypass capital controls, finding them largely unaffected by foreign exchange restrictions that governments use to limit money flows. https://t.co/kgauaA25v7
KO
KOL 5 · @KOL 5
@WOOFUN
🎥 @SenatorHagerty says Sen. Elizabeth Warren tried to 'destroy' the GENIUS Act. One year after the landmark stablecoin law was signed, its architect looks back at the fight to get it passed, and explains why the next battle over the CLARITY Act may be even tougher. Plus, @RebeccaRettig1 is joined by @RVanGrack, Coinbase's new Vice Chairman, to break down the Kalshi-CFTC-Michigan standoff, the U.S.-U.K.'s push to align on stablecoins. They also choose their 'zero' and 'hero' of the week. 00:00 Welcome to The Policy Protocol 01:14 Coinbase's New Vice Chairman Ryan VanGrack Co-Hosts 03:06 Kalshi, Michigan Courts, and the CFTC Standoff 07:51 US-UK Joint Statement on Stablecoins 11:22 Conversation with Senator Bill Hagerty 11:54 GENIUS at One Year: Countries Copying U.S. Language Word for Word 12:41 Warren's Midnight Amendments and the Real Fight Behind the Bill 17:51 What are CLARITY's Remaining Hurdles? 19:05 Will Democrats Allow a Win? Hagerty on CLARITY's Path Forward 21:11 World Cup Picks With Senator Hagerty 24:37 Hero of the Week: Harry Jung 25:35 Zero of the Week: Sam Bankman-Fried
KO
KOL 6 · @KOL 6
@WOOFUN
NEW: @Ripple launches Ripple Mint, giving institutions API access to mint, redeem, and manage $RLUSD across multiple chains. https://t.co/6nM8viQrFb
Key event timeline · From emergence to present
2020-06板块兴起
DeFi 夏季带动稳定币需求
DeFi 热潮抬升链上结算需求，稳定币成为借贷、做市和流动性挖矿的基础资产。
2021-05生态扩张
多链扩张提升使用场景
稳定币在以太坊之外加速扩散到多条公链，支付、跨链转移和链上交易场景明显增加。
2022-05风险点
算法稳定币崩盘重塑风险认知
UST 失守锚定并引发连锁冲击，市场对稳定币储备、赎回机制和系统性风险的关注显著上升。
2023-03监管警示
银行事件强化监管与储备关注
美国银行业压力事件后，市场重新评估法币通道、储备安全与稳定币发行方的对手方风险。
2024-01估值修复
ETF 预期带动资金回流
宏观风险偏好回升叠加加密市场修复，稳定币余额与链上流动性再度成为资金配置核心。
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