币安launchpad 板块
综合强度 1.6实时LAUNCHPAD · INFRA
Tokens and coins launched on Binance Launchpad, a platform that assists blockchain and crypto startups in raising funds.
板块表现 · 与大盘对比
加载中...龙头分析 · Top 3 深度

MATIC (migrated to POL)
MATIC · 基础设施 · Layer2 · 板块占比 52.5%
为什么领先:MATIC虽已迁移为POL,但仍是币安Launchpad里最具代表性的扩容基础设施资产,市值与历史生态基础最强,承接以太坊扩容叙事和开发者惯性。

Injective
INJ · DeFi · 基础设施 · 板块占比 25.6%
为什么领先:INJ是面向DeFi优化的高性能Layer1,兼具交易、衍生品与链上金融叙事,成交活跃、换手较高,体现出较强的资金关注度。

Artificial Superintelligence Alliance
FET · 基础设施 · Layer1 · 板块占比 18.3%
为什么领先:FET代表AI+区块链主线,兼具基础设施与数据市场属性,适合承接人工智能赛道情绪,是Launchpad中少数具备跨主题想象力的标的。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
| 11 | DEGODego Finance | $0.003566 | +8.95% | 0.00% | $74.89K | $18.99K | B+ |
| 17 | WINWINkLink | $0.0000251 | +3.84% | 0.00% | $24.94M | $3.99M | B |
| 1 | $0.003285 | +3.07% | +1.21% | $799.14K | $7.96K | C | |
| 5 | A2ZArena-Z | $0.00003698 | +2.86% | 0.00% | $307.77K | $115.96K | B+ |
| 6 | BTTBitTorrent | $0.0₆2729 | +1.00% | -0.73% | $269.39M | $3.71M | B |
| 15 | BANDBand | $0.1573 | +0.94% | -3.63% | $28.08M | $1.11M | C |
| 20 | ONEHarmony | $0.001262 | +0.77% | 0.00% | $18.77M | $1.71M | B |
| 8 | SANDThe Sandbox | $0.04539 | +0.27% | -3.00% | $121.07M | $7.95M | C |
| 12 | ARKMArkham | $0.1063 | +0.21% | -0.18% | $71.94M | $4.19M | C |
| 4 | FETArtificial Superintelligence Alliance | $0.1568 | +0.00% | +0.13% | $351.37M | $34.40M | B+ |
| 13 | KAVAKava | $0.04547 | -0.00% | +1.61% | $49.24M | $7.77M | C |
| 14 | LOKALeague of Kingdoms | $0.0006636 | -0.01% | 0.00% | $44.47K | $13.97 | C |
| 2 | ALPHAStella | $0.0005299 | -0.08% | 0.00% | $523.05K | $957.37 | C |
| 10 | EGLDMultiversX | $2.81 | -0.46% | -10.91% | $85.67M | $2.03M | C |
| 7 | AXSAxie Infinity | $0.8870 | -0.56% | -3.66% | $154.50M | $9.44M | C |
| 19 | CTSICartesi | $0.02229 | -0.81% | -0.62% | $20.74M | $608.55K | C |
| 18 | GMTGMT | $0.007112 | -1.60% | +0.45% | $22.13M | $3.24M | C |
| 3 | INJInjective | $4.92 | -2.84% | -3.60% | $491.75M | $50.63M | B |
| 9 | SFPSafePal | $0.2175 | -3.24% | +2.20% | $108.74M | $894.26K | C |
| 16 | EDUOpen Campus | $0.0331 | -3.39% | +14.81% | $26.22M | $8.28M | B |
投资论点 · AI 综合
看多论点 · 4
币安Launchpad整体具备强品牌背书,优质项目更容易获得市场认知与流动性聚集。
MATIC、INJ、FET分别对应扩容、DeFi、AI三条主线,题材覆盖面广。
INJ与FET仍有较高交易活跃度,说明资金并未完全撤离核心标的。
若市场风险偏好回升,Launchpad老牌项目通常更容易率先修复。
看空论点 · 3
板块近7日资金净流出明显,短线情绪偏弱。
24小时平均跌幅为负,说明当前仍处于承压阶段。
部分龙头已进入成熟期,新增催化不足时弹性可能弱于新叙事项目。
情绪 & KOL 立场
KOL 1 · @KOL 1
@WOOFUN
Elon Musk in his new interview: "AI may exceed the sum of human intelligence in about, in around five years. Roughly five years is my guess. There really won’t be anything that AI can’t do better than humans, apart from being human perhaps." https://t.co/lWaj7lkBsO
KOL 2 · @KOL 2
@WOOFUN
YC and Together AI are partnering to bring the first dedicated YC GPU cluster online, giving YC startups easier access to the compute they need to build and scale. In this Founder Fireside, YC's @agupta and @togethercompute co-founder & CEO @vipulved dig into why compute has become one of the biggest bottlenecks for modern AI companies, how Together AI is helping more than 8,000 customers—from early-stage research teams to companies like Cursor, Cognition, and ElevenLabs—train, fine-tune, and serve AI models, and why flexible access to GPUs is becoming a competitive advantage for the next generation of founders. 00:00 — Partnering on a GPU Cluster 00:26 — What Together AI Does 01:22 — From Research Labs to Cursor: Together's 8,000 Customers 01:58 — The Landscape of AI Native Startups 03:24 — How Building an AI Company Has Changed Since 2018 04:56 — Why the Cost of Compute Keeps Going Up 05:29 — YC as the Biggest Seed Funder of Research Companies 08:47 — Flash Attention, Mamba, and the Science of Production AI 10:43 — Compute Planning Advice for Early Stage Companies 12:39 — When Your Compute Bill Is Bigger Than Your Cash Balance 13:31 — How Companies Are Using the Cluster Today 14:24 — What's Next
KOL 3 · @KOL 3
@WOOFUN
China's humanoid robot output is set to top 100000 units in 2026 according to senior government officials. Here is why this single data point signals the robotics investment wave has officially begun. https://t.co/vGZITH4hiC
KOL 4 · @KOL 4
@WOOFUN
Now with Google on board, this is a complete endorsement of open weights AI. Pretty big moment for the industry. https://t.co/ixwG6O6pWR
KOL 5 · @KOL 5
@WOOFUN
Have we ever seen "commoditise your complement" done before by a large nation state? Open source the AI model layer. Capture value in raw materials/hardware/energy layers of the stack.
关键事件时间线 · 板块兴起到当前
监管与合规压力上升
全球监管对代币发行与交易所角色的审视加强,Launchpad 相关项目的合规门槛与市场分歧同步上升。
牛市资金回流首发赛道
加密牛市带动新资产发行热度回升,Launchpad 再度成为资金追逐早期叙事和高弹性标的的重点方向。
行业去杠杆压制首发情绪
市场在去杠杆与风险偏好下降中回撤,Launchpad 相关资产表现分化,投资者更关注项目质量与解锁节奏。
平台化发行叙事延续
随着交易所生态与多链项目合作增多,Launchpad 被重新定义为平台化分发与用户增长工具,板块热度温和修复。
优质首发吸引更强资金关注
部分高关注度项目首发表现改善,带动机构与高净值资金重新评估 Launchpad 的筛选能力与流动性优势。
板块处于震荡偏弱整理
近期资金流出与板块回撤并存,Launchpad 主题仍保留事件驱动属性,但市场更偏向等待新一轮强催化。
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