US
美元稳定币 Sector
Overall strength 1LiveSTABLE · USD
A USD stablecoin is a type of cryptocurrency that is designed to maintain a stable value by being pegged to the United States dollar.
Sector performance · Market comparison
Sector index (base: 2024-10-01 = 100)
118.03-1.49% (30D)
BTC change over the same period
+7.86% · Outperformed by -9.3pp
Loading...Leader analysis · Top 3 depth
Tether
USDT · CeFi · 稳定币发行商 · Sector share 61.9%
$0.9991-0.02% · 24H
Market cap$183.99B
FDV$183.99B
Turnover23%
Sector share61.9%
Why it leads: USDT是美元稳定币赛道绝对龙头，市值与交易深度遥遥领先，覆盖交易所、链上结算和跨境支付，是行业流动性核心与定价锚。
USDC
USDC · 上市公司 · CeFi · Sector share 24.5%
$0.9999+0.01% · 24H
Market cap$72.96B
FDV$72.96B
Turnover16%
Sector share24.5%
Why it leads: USDC依托合规与上市公司背景，在机构、支付和链上金融场景中更受青睐，透明度与可审计性使其成为第二增长极。
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虽规模较小，但作为稳定币体系中的重要补充，承接特定生态与产品需求，具备差异化定位和边际扩张空间。
Sector constituent tokens
| # | Token | Rating | |||||
|---|---|---|---|---|---|---|---|
| 13 |  PXDCPXDC | $1.02 | +0.08% | 0.00% | $570.41K | $8.32K | C |
| 20 |  USD+Overnight.fi USD+ (Base) | $0.9998 | +0.04% | 0.00% | $441.17K | $30.37K | C |
| 5 |  OUSDTOpenUSDT | $0.9993 | +0.02% | +0.05% | $787.61K | $706.39K | B+ |
| 15 |  GGUSDGood Game US Dollar | $0.9992 | +0.01% | -0.11% | $538.71K | $559.97 | C |
| 1 |  USDUUncap USD | $1.00 | 0.00% | 0.00% | $916.26 | $1.31 | C |
| 2 |  DUSDAlto DUSD | $1.00 | 0.00% | 0.00% | $911.98K | $16.09K | C |
| 3 |  YUYala Stablecoin | $0.03951 | 0.00% | 0.00% | $886.52K | $14.84 | C |
| 6 |  USPPareto USP | $1.00 | 0.00% | 0.00% | $757.46K | $45.04 | C |
| 8 |  GHOGHO | $0.9991 | +0.00% | +0.10% | $648.40M | $5.18M | B |
| 9 |  BFUSDBitFi USD | $0.9799 | 0.00% | 0.00% | $611.47K | $19.99 | C |
| 10 |  YLDSYLDS | $0.9999 | -0.00% | 0.00% | $583.45M | $14.15M | C |
| 14 |  USD0Usual USD | $0.9995 | -0.00% | -0.45% | $552.87M | $1.11M | C |
| 16 |  USXUSX | $0.9996 | -0.01% | +0.12% | $522.89M | $2.58M | C |
| 4 |  CKUSDTChain-key USDT | $0.9990 | -0.02% | +0.01% | $867.69K | $57.13K | C |
| 19 |  TUSDTrueUSD | $0.9963 | -0.03% | -0.11% | $492.66M | $21.23M | C |
| 11 |  HLUSDHeLa USD | $0.9993 | -0.04% | 0.00% | $576.58K | $1.83M | B |
| 18 |  USDSSperax USD | $0.9986 | -0.08% | +0.07% | $509.19K | $100.28K | C |
| 7 |  KDAIKlaytn Dai | $0.09267 | -0.23% | 0.00% | $742.55K | $1.59K | C |
| 12 |  VUSDVirtue USD | $0.9784 | -1.28% | 0.00% | $574.53K | $2.44K | C |
| 17 |  USTCWrapped USTC | $0.005781 | -34.50% | 0.00% | $514.34K | $343.05 | C |
Investment thesis · AI synthesis
Bull case · 4
稳定币仍是加密市场最基础的结算资产，牛熊周期都具备刚需属性。
USDT与USDC合计占据主导份额，龙头集中度高，资金更容易向头部聚拢。
链上支付、交易所保证金和机构结算持续提供真实使用场景。
若市场风险偏好回升，稳定币供给扩张通常先于风险资产流入。
Bear case · 3
板块近7日净流出明显，短期资金面偏弱。
整体热度和涨幅走低，说明市场对稳定币板块更多是防守配置而非进攻交易。
稳定币本身价格弹性有限，收益主要来自资金轮动而非估值扩张。
Sentiment & KOL positions
AI sentiment (last 7D)Bullish 56% · Neutral 33% · Bearish 11%
Bullish 56%Neutral 33%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
2020-09板块兴起
DeFi 需求带动爆发
DeFi 夏季带来借贷、做市和收益需求，稳定币成为链上资金流动的基础资产。
2022-05风险点
算法稳定币冲击
TerraUSD 崩盘引发市场对稳定币储备、赎回机制和监管风险的重新定价。
2023-08监管警示
监管关注持续升温
美国与欧洲监管持续聚焦稳定币合规、储备披露和发行资质，行业开始向更透明结构靠拢。
2024-03机构入场
机构与支付场景扩展
更多机构产品与支付试点出现，稳定币从交易媒介延伸到跨境结算和企业资金管理。
2025-12估值修复
稳定币重回核心赛道
随着链上结算、RWA 和支付叙事升温，美元稳定币重新成为资金轮动中的核心配置方向。
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