币安挖矿池 板块
综合强度 7.2实时INFRA · DEFI
在币安Launchpool上推出的代币和硬币是一个平台,允许加密货币持有者通过锁定一些现有资产来赚取新的代币。
板块表现 · 与大盘对比
板块指数(基期:2024-10-01 = 100)
35.8+34.89% (30D)
同期 BTC 涨幅
+22.25% · 跑赢 12.6pp
加载中...
龙头分析 · Top 3 深度

Sui
SUI · 基础设施 · Layer1 · 板块占比 55.4%
$0.8439+10.54% · 24H
市值$3.52B
FDV$3.52B
换手率4%
板块占比55.4%
为什么领先:Sui是Launchpool板块中体量最大、流动性最强的标的之一,兼具Layer1叙事与基础设施属性,容易吸引增量资金做主线配置。

Ethena
ENA · 板块占比 23.3%
$0.1490+15.50% · 24H
市值$1.48B
FDV$1.48B
换手率13%
板块占比23.3%
为什么领先:Ethena以稳定币/收益型协议叙事承接市场风险偏好,近期涨幅与换手都较活跃,说明资金对其弹性和预期修复有共识。

Ether.fi
ETHFI · DeFi · 再质押 · 板块占比 9.4%
$0.5804+4.63% · 24H
市值$598.19M
FDV$598.19M
换手率2%
板块占比9.4%
为什么领先:Ether.fi代表再质押与流动性质押赛道,兼具DeFi收益和质押需求双重属性,在Launchpool中更容易被视为中高弹性补涨品种。
板块成分代币
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $0.4496 | +71.80% | 0.00% | $20.17M | $1.96K | B | |
2 | $0.1138 | +20.10% | 0.00% | $55.75M | $31.71M | A | |
3 | $0.002201 | +17.10% | 0.00% | -- | $5.76K | B | |
4 | $0.001575 | +15.60% | -5.05% | $80.84M | $4.70M | B | |
5 | $0.1490 | +15.50% | +6.60% | $1.48B | $190.88M | A+ | |
6 | $0.3473 | +15.30% | -3.80% | $21.22M | $8.14M | A | |
7 | $0.001367 | +13.20% | 0.00% | $9.85M | $1.03M | B+ | |
8 | $0.02214 | +12.90% | 0.00% | $4.20M | $5.16M | A | |
9 | $0.002101 | +12.10% | 0.00% | $1.35M | $447.73K | A | |
10 | $0.01797 | +11.90% | 0.00% | $215.02K | $1.83 | B |
投资论点 · AI 综合
看多论点 · 4
板块近7日表现偏强,说明Launchpool相关资产仍有资金关注度。
Sui体量领先,适合作为板块核心仓位承接主流资金。
Ethena与Ether.fi具备收益叙事,容易在风险偏好回升时获得弹性。
板块热度不低,但仍未出现极端拥挤,存在轮动机会。
看空论点 · 3
板块7日净流入为负,说明资金并非持续单边追高。
Launchpool题材容易受新项目预期驱动,持续性往往不如主赛道。
ENA和ETHFI市值相对较小,波动更大,回撤风险更高。
情绪 & KOL 立场
AI 综合情绪(最近 7D)看多 66% · 中性 16% · 看空 18%
看多 66%中性 16%看空 18%
CoinDesk · @CoinDesk
@CoinDesk · 3.8M 粉丝
LATEST: NEW:@Securitizeand Neuberger launch HINC, a tokenized high-yield bond fund available across$AVAX,$ETH,$SOLand$SUI.
Cointelegraph · @Cointelegraph
@Cointelegraph · 2.9M 粉丝
🔥 NOW: Elon Musk says token demand for Grok is “rising super fast.”
Cathie Wood · @CathieDWood
@CathieDWood · 2.1M 粉丝
Yes, prices are collapsing but volumes are exploding. In @ARKInvest’s view, the price elasticity of demand for increased productivity and intelligence is enormous, setting in motion a virtuous cycle that is in its infancy.
Raoul Pal · @RaoulGMI
@RaoulGMI · 1.4M 粉丝
I used to think the economic singularity hits in 2032. I think that's too far away now. By 2030, the entire economic system will have changed. GDP used to run on two things: population growth and productivity. But we're about to go from a restricted population of 9 billion people to an infinite population of economic actors. We're going to put AGI brains into humanoid robots that are more dextrous, faster, stronger AND fitter than us with smarter brains. That to me is an entirely new species. And they're coming into the workforce very soon.
Raoul Pal · @RaoulGMI
@RaoulGMI · 1.4M 粉丝
AI is doing something we've never seen before. Every technology adoption curve in history tells the same story. Pull up Google from day one, or Facebook, or the NASDAQ... same shape every time, all of them climbing that log channel. That's Metcalfe's Law. After enough years you stop expecting anything else. Then AI shows up and for the first time EVER we are witnessing Reed's Law. Metcalfe squared. The exponential of the exponential. Reed's Law has always been purely theoretical. Nobody has ever observed it anywhere... not in nature, not even in something as prolific as a virus. Now it exists. That's why the economic system as we know it will break down. The old frameworks won't just struggle to keep up... they'll be unable to describe what's happening at all.
EllioTrades · @elliotrades
@elliotrades · 852.0K 粉丝
The US Government is now buying its own debt to ensure AI buildout doesn't slow down This is THE ENDGAME we've been waiting for since 2022 Crypto now has a shiny new bull case just as a new cycle is scheduled to begin Simulation confirmed, send our bags to the fucking moon
关键事件时间线 · 板块兴起到当前
2026-08板块兴起
板块维持活跃但更偏精选
截至当前,Launchpool仍保持较高热度,但资金流更偏向头部项目与强叙事标的,整体参与更注重筛选。
2025-03风险点
收益预期与回撤并存
随着新币表现分化,市场开始更重视机会成本和短期波动,板块从单纯追捧转向精选参与。
2024-10估值修复
热门项目带动情绪修复
部分高关注项目上线后表现活跃,带动板块情绪修复,Launchpool再次被视为交易所流量与新币分发的核心场景。
2024-02机构入场
资金轮动推动关注度上升
在市场轮动中,Launchpool相关代币和新上线项目获得更多关注,资金偏好转向“先参与、后定价”的机会。
2023-10生态扩张
参与资产与玩法扩展
随着可参与资产和活动形式增多,Launchpool从单一挖矿活动扩展为更广泛的交易所生态激励工具。
2023-05协议发布
新项目密集上线
多批新项目通过Launchpool推出,市场开始把该板块视为早期获取热门项目敞口的重要入口。
2023-01板块兴起
Launchpool 叙事开始升温
币安Launchpool逐步成为热门参与方式,用户通过质押现有资产获取新币,带动“低门槛挖矿”叙事扩散。
新闻动态
实时同步加载中...















评论
暂无评论