BA
Base原生 板块
综合强度 0.5实时BASE · NATIVE
暂无板块简介。
板块表现 · 与大盘对比
板块指数（基期：2024-10-01 = 100）
88.59+0.05% (30D)
同期 BTC 涨幅
+7.29% · 跑赢 -7.2pp
加载中...龙头分析 · Top 3 深度
USDC
USDC · 上市公司 · CeFi · 板块占比 54.8%
$0.9999+0.00% · 24H
市值$72.47B
FDV$72.47B
换手率17%
板块占比54.8%
为什么领先：USDC是Base原生生态的核心结算资产，承接交易、支付与资金停泊需求，流动性最强、使用场景最广，天然占据链上美元入口位置。
USDS
USDS · 板块占比 7.3%
$0.9999-0.00% · 24H
市值$9.67B
FDV$9.67B
换手率2%
板块占比7.3%
为什么领先：USDS作为稳定币补充了Base生态的美元流动性层，适合承接收益、支付和资金管理需求，在稳定币赛道中具备较强的场景延展性。
Chainlink
LINK · 基础设施 · 预言机 · 板块占比 4.7%
$8.36-4.96% · 24H
市值$6.26B
FDV$6.26B
换手率4%
板块占比4.7%
为什么领先：Chainlink是Base上关键的预言机与跨链基础设施，连接链上应用与外部数据，支撑DeFi、支付和互操作性，是生态底层刚需。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 5 |  HYDXHydrex | $0.0213 | +23.29% | -15.76% | $943.04K | $51.59K | B |
| 18 |  SHRUBShrub | $0.0007892 | +5.76% | 0.00% | $743.57K | $34.57K | C |
| 14 |  MOCHIMochi | $0.0₆8109 | +0.58% | +24.45% | $825.96K | $2.17K | C |
| 2 |  CADCCAD Coin | $0.7096 | -0.00% | 0.00% | $980.67K | $65.49K | C |
| 13 |  VEURVNX EURO | $0.2999 | 0.00% | 0.00% | $829.05K | $0.09 | C |
| 4 |  USDMMountain Protocol USD | $0.9942 | -0.01% | +0.46% | $957.73K | $25.12 | C |
| 10 |  CAESARCaesar | $0.0008831 | -0.01% | +6.08% | $880.90K | $1.54K | C |
| 11 |  OUSDTOpenUSDT | $0.9986 | -0.02% | -0.05% | $875.23K | $920.70K | B |
| 6 |  FUSEFuse | $0.002982 | -0.86% | -1.12% | $941.21K | $223.39K | B |
| 16 |  WAMPLWrapped Ampleforth | $0.4019 | -1.36% | -51.59% | $778.46K | $22.02 | C |
| 8 |  CLBTCclBTC | $64,599.30 | -2.13% | 0.00% | $892.40M | $32.74 | C |
| 9 |  SOVRNSovrun | $0.001067 | -2.17% | -20.43% | $887.98K | $4.96K | C |
| 12 |  BTCBBitcoin on Base | $0.05501 | -3.27% | +8.56% | $859.42K | $636.06 | C |
| 20 |  WAGMIWagmi | $0.0003969 | -3.66% | 0.00% | $738.11K | $5.11K | C |
| 1 |  CORCortensor | $0.001282 | -3.69% | +8.65% | $981.36K | $397.61 | C |
| 15 |  TOWERTower | $0.0001354 | -3.73% | +0.37% | $823.57K | $188.12K | B |
| 7 |  DNDeepNode | $0.04029 | -3.82% | -27.63% | $904.41K | $3.02M | B |
| 17 |  DOGEDepartment Of Government Efficiency | $0.0007869 | -5.02% | -54.57% | $770.29K | $346.13K | B |
| 3 |  ALBAlien Base | $0.004063 | -5.27% | +0.75% | $978.83K | $5.46K | C |
| 19 |  IMGNIMGN Labs | $0.0007434 | -9.66% | +18.71% | $743.42K | $13.71K | C |
投资论点 · AI 综合
看多论点 · 4
Base原生板块仍以稳定币和基础设施为主，抗波动属性较强，适合资金先行配置。
USDC与USDS共同强化链上美元流动性，利于生态交易活跃度和资金沉淀。
LINK提供底层数据与跨链能力，能受益于Base应用扩张带来的基础设施需求。
板块整体热度不高但结构清晰，适合等待生态催化而非追高博弈。
看空论点 · 3
板块近7日资金净流出明显，短线情绪偏弱。
24小时表现偏平，说明当前缺少强趋势和增量催化。
稳定币与基础设施属性强，但弹性通常不如高β应用币。
情绪 & KOL 立场
AI 综合情绪（最近 7D）看多 73% · 中性 23% · 看空 4%
看多 73%中性 23%看空 4%
KO
KOL 1 · @KOL 1
@WOOFUN
@micsolana hard to capture a masterpiece
KO
KOL 2 · @KOL 2
@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 3 · @KOL 3
@WOOFUN
NEW: @Coinbase expands its AI agent payment infrastructure adding enterprise $USDC acceptance, individual trading tools, and a developer SDK built around the x402 standard. https://t.co/0mu9iq0LhK
KO
KOL 4 · @KOL 4
@WOOFUN
NEW: @Circle acquires nearly 1,000 blockchain patents from @IBM, making it the largest holder of blockchain patents in the U.S. The portfolio spans blockchain, banking, insurance, and cloud security. https://t.co/5o7EXMPGK9
KO
KOL 5 · @KOL 5
@WOOFUN
UPDATE: Mirae Asset has acquired South Korea's oldest crypto exchange Korbit, rebranding it as Digital X with plans to build an investment platform spanning RWAs, STOs, stablecoins, and traditional assets. https://t.co/Y4yVwyjdgW
KO
KOL 6 · @KOL 6
@WOOFUN
🇮🇩 A tourist in Bali says he lost 189 SOL (around $14K) after handing his unlocked phone to a woman who offered to add herself on Instagram. After several rounds of drinks, a group of women allegedly distracted him before disappearing. Seconds later, he discovered his crypto wallet had been emptied. Classic vacation behavior: trust a stranger, lose your crypto, and learn the hard way that “add me on Instagram” can be the prelude to financial ruin Writer: Monica https://t.co/BZgTiocE87
关键事件时间线 · 板块兴起到当前
2023-08板块兴起
Base主网开放，原生生态开始成形
Base主网上线后，围绕低成本、快速结算的原生项目开始聚集，生态叙事逐步从“新公链”转向“Base原生资产”。
2023-09生态扩张
头部应用与meme叙事带动关注
随着交易、社交和meme类项目在Base上活跃，市场开始把Base原生视为高弹性新叙事，带动早期资金试探性进入。
2023-10机构入场
Coinbase背书强化Base原生想象
Coinbase的品牌与分发能力提升了Base生态可信度，原生资产获得更强的流量预期与上币想象。
2024-02协议发布
更多原生协议上线，流动性开始聚拢
Base上陆续出现更完整的DEX、借贷和meme基础设施，生态从单点热点走向可交易、可轮动的板块结构。
2024-03估值修复
市场风险偏好回升，Base原生迎来估值修复
在加密市场整体回暖背景下，Base原生资产因叙事清晰、交易活跃而获得更高估值关注，板块热度明显抬升。
2024-06生态扩张
空投与激励预期推动新一轮参与
围绕潜在激励、积分和生态扶持的预期增强，Base原生板块吸引更多短线资金与社区参与。
2025-01风险点
高波动与轮动加快，分化开始加深
随着资金更偏向快速轮动，Base原生内部强弱分化加剧，部分项目面临流动性回撤与情绪降温。
2026-07板块兴起
Base原生维持高关注，但资金净流出压力上升
当前Base原生仍具较高市场关注度，但板块整体承压，资金流出与回撤提示短期情绪偏谨慎。
新闻动态
实时同步加载中...
评论
暂无评论